Tag corporate failure

Blain’s Morning Porridge Boeing

Boeing? Worst company on the Planet?

A new book on the fall of Boeing is getting the headlines this morning. I’ve been arguing it illustrates all the worst excess of capitalism – yet how many investors have called it out? Very few. Why does ESG apparently not apply to Boeing?

Boeing, corporate failure, Market failure
Bill Blain
November 17, 2021
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Blain’s Morning Porridge Facebook Regulation

Digital Cancer – Will Facebook go the Way of the Tobacco Companies?

The market has apparently shrugged off the platform outages and whistleblower testimony on Facebook’s prioritisation of profits over people. Or is Facebook mortally wounded and a regulatory quietus inevitable? Can the social media genie be put back in the bottle?

Gold, Always Believe in Gold!
December 4, 2023
Gold has hit new record dollar levels – reflecting not just current uncertainty, but also the de-dollarisation narrative and it’s attractions as an inflation and market hedge, and long-term value. It’s worth keeping an eye on.Read More »
COP 28 May Put Saving The Planet Back on Track
December 1, 2023
Farewell Alastair Darling and Shane MacGowan. COP 28 has been getting pushback from activists upset big-business is attending. That’s possibly the best thing for the planet if the commercial sector embraces the challenges and opportunities raised by climate change!Read More »
Interest Rate Scenarios: Stick with the Normalisation Cure, or another Puff of QE Skunk?
November 30, 2023
Expectations of early interest rate cuts are high, especially as recession signals are set to rise through Q1 2024. Will Central Banks stay the course and normalise interest rates, or will be take the easy option of further low interest rate distortion?Read More »
Some of Charlie Munger’s Genius Investment Quotes – And why bonds won’t get much better!
November 29, 2023
Charlie Munger has left us a deep well of investment advice – pithy quotes we can all learn from. Pay attention and remain deeply, deeply sceptical. Meanwhile, the fact bond rates are falling does not mean the global economy is fixed. It means trouble ahead.Read More »
Flying the Atlantic on Unicorn Poop!
November 28, 2023
Virgin founder Sir Richard Branson is set to cross the Atlantic in a plane powered by unicorn farts. It’s marketing smoke and mirrors. The reality is Sustainable Aviation Fuel is an evolutionary dead end. Solving the Air Travel issue will require lots of capital.Read More »