Newsletter

Dear Fellow China Watchers, A lot of bad things happened to Airbus this year. The A380 […]

Dear Fellow Airplane Mourners, Check out the chalk outlines on the tarmac. Two dead airplanes: Bombardier’s CRJ-200 and Embraer’s ERJ […]

Dear Fellow Alphabet Soup Consumers, Do letters hurt? I didn’t used to think so. But sometime […]

Dear Fellow Wage Slaves, Dry dog food. I hope it’s tasty. Like a lot of Americans, […]

Dear Fellow Armchair Industrial Strategists, Feeling old? Me too. Here’s consolation. You understand market cyclicality if […]

Dear Fellow Crypto-Anti-Xenophobes, Dislike Foreigners? Sadly, you’re not alone. Many people hate outsiders. Many outsiders hate […]

Dear Fellow Nostalgicians, Launching a plane today is tough. You have to carefully explain your business case […]

Dear Fellow Rememberers Of Things Past, Six AM, Plainview, Long Island, New York. I wake with […]

Dear Fellow CEOs-In-Training, Sex. Harrry Stonecipher. Didn’t think I’d ever write those words together in the […]

Dear Fellow Well-Intentioned Globalists, What makes analysts happy? Two dots. You can connect them and point to […]