Category Archives: Boeing

24Jul/15

Morning Market Commentary

US inflation continues to run below the Fed’s 2% target, which policymakers view as a “temporary result of the strong US$ pressuring commodity prices”.  However, maybe the FED should rethink their definition of “temporary” for the US$ strength, and the inherent tremendously negative impacts on the US economy, the negative impacts on competitiveness of US companies, and negative impact on imports, exports, negative impacts on US inflation, or better, the lack thereof. We just cannot see the rational for the FED to raise interest rates, when macroeconomic momentum, and the negative impacts of a strong US$ are already at unsustainable levels, nevertheless with risks of a rate hike going to exacerbate and make things much worse.

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27Feb/13

Mystery Charts + EADS & Boeing

5 pictures worth more than 5 Million words. 

We thought that today, we create value, not only on a serious note, but also by realistically looking at the “value added “ perception and reality of most of the “sell-side” content to institutional investors. Here we give clients a bit of guesswork to enjoy, which we think is fun, and explaining how that some deliver value, or alpha, and most do not. The majority of sell-side analysts have been bullish on one of these two securities.

We take an indepth look at EADS and Boeing.

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