corporate failure - Blain's Morning Porridge

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?

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?

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Recent Porridge

AI Trading Bots? Retail Beware
May 31, 2023
Let’s assume the US Debt crisis is averted. What comes next? A full-on speculative bubble and hype around Artificial Intelligence is underway. How will AI influence trading strategies, or turn markets into gray-goo? Will AI trading prove to be little more than finding new innovative ways to relieve retail investors of their money?Read More »
The Importance of Real versus Maybe Returns in Investment
May 30, 2023
AI has become the markets new, new thang/bubble as investors pile into the new, new narrative forgetting the fundamental rules of investment are about generating dull, boring, predictable returns which look frothy in hot stocks, negative yields in bonds, thus positive returns from real assets stand out!Read More »
UK Inflation is Sticky… Wow! Try telling that to the Bank of England. Why?
May 25, 2023
Yesterday’s UK inflation numbers hint the Bank doesn’t understand the modern drivers of inflation or how to address them. It leaves some stark likely outcomes: stagflation or a Reflationary Death Scramble. Neither are good.Read More »
BRICS? China’s Economic Strategy is Propaganda-driven in the Geopolitical Rut.
May 24, 2023
There is a myth BRICS nations now exceed the GDP of the G7 West. It’s propaganda to boost a story of de-dollarisation, anti-G7 rhetoric and how China and its allies will create a stronger, more equal global market. It’s like watching Stags fight for dominance.Read More »
Fishing, Markets, the UK and the Scandal of the Libor Scandal!
May 22, 2023
Markets remain obscure and uncertain, but the UK’s virtuous sovereign trinity and financial exceptionalism is at stake as political graft mounts and a previous financial scandal comes back as a new one – the Libor Scandal needs investigation.Read More »