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Jun 25, 2011
28 Business Thinkers Who Changed the World
This promising title falls short in its execution. Jun 23, 2011
Airbus Has Boeing's Back Against the Wall, Seek Opportunities in Supply Chain
We update investors of the traction the A320neo has gained at the Paris Air Show. Jun 19, 2011
Word of Caution: Boeing's Narrowbody Build Rate Is Unsustainable
We explain why the current build rates of Boeing's narrowbody offering are unsustainable. Jun 18, 2011
A Serious Blow to Boeing is Looming
Boeing's troubles in the narrowbody market are mounting, and the firm appears to be losing favor with core customers. We discuss why Southwest and Ryanair are likely to defect in the years ahead. "As competition in the narrowbody market heats up before the Paris Air Show next week, Boeing appears to be losing favor with two of its best customers, Southwest and Ryanair. For those unfamiliar with Southwest's and Ryanair's fleets, they are all-Boeing 737 airplanes, and recent actions by these two carriers give us pause, especially as Boeing drags its feet on deciding what to do next with its workhorse 737..." Jun 6, 2011
Troubles Loom for Aviation Stocks
The IATA slashed its profit forecast for the airline industry. What else could be on the horizon? Jun 1, 2011
How to Play the Coming Upswing in Commercial Aerospace
We walk through two aerospace ETFs and highlight our top aerospace pick. May 30, 2011
The Future of the Narrowbody Airplane Market
The narrowbody airplane market is the bread-and-butter segment for Boeing and Airbus. Will it stay this way? We outline why this duopoly won't even be an oligopoly in coming years thanks to encroaching global competition. May 19, 2011
Is AMR's Equity Practically Worthless?
We explore the burden equity investors face to realize any value in their AMR holdings. May 17, 2011
Looking Beyond Boeing's 787 Dreamliner
We introduce subscribers to our thoughts on competition in the narrowbody market. Oct 22, 2023
There Will Be Volatility
Image: An ETF tracking Russell 1000 "growth" stocks has outperformed an ETF tracking Russell 2000 "value" stocks since the beginning of 2021. To us, the market remains hypersensitive to almost every economic data point that hits the wires, and we’re just not going to play that game. The macro headlines and never-ending news flow are what many quant and algorithmic traders are trading on, and to a very large extent, for investors with a long-term horizon, these macro data points just don’t factor into the equation. When valuing equities, we’re always after mid-cycle expectations, not peak or trough performance, so our valuations implicitly embed a "normal" recession. Warren Buffett didn’t become a billionaire buying and selling on macro data points, and volatility is simply to be expected given the proliferation of price-agnostic trading these days. Instead of panicking over higher interest rates, we think investors should view the Fed’s work thus far as future potential dry powder to stimulate both the economy and the markets. Whenever you feel like stocks are no good, have a read of Warren Buffett’s classic piece written during the Great Financial Crisis, “Buy American. I Am.” To us, we still like stocks for the long run. Happy investing!
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