Dear Fellow Market Disruption Observers, One earnings call does not indicate the future. But Boeing’s […]
Newsletter
December 2020 Letter
Dear Fellow Wintertime Shutdown Shut-Ins, Good news: based on where things stand, I now forecast that […]
November 2020 Letter
Dear Fellow Regime Change Observers, “Cancel Order!” President Trump’s nonsensical Air Force One tweet, a few weeks after […]
October 2020 Letter
Dear Fellow Econometric Metaphor Fans, U? V? L? Reclining L? Nike Swoosh? Bathtub? The hot […]
September 2020 Letter
Dear Fellow Prototypical Prototype Fans, It’s a wonderful thing to welcome a brand new aircraft. This month, […]
August 2020 Letter
Dear Fellow Once And Future World Travelers, What were you thinking about before the pandemic? […]
July 2020 Letter
Dear Fellow Once And Future Air Show Attendees, Here’s a phrase you can’t find with […]
June 2020 Letter
Dear Fellow Metaphorical Creature Taxonomists, The Black Swan is massively overused as a cautionary creature. Instead, consider […]
May 2020 Letter
Dear Fellow Dark Cloud Dwellers, Great news! My April note had a long list of good […]
April 2020 Letter
Dear Fellow Nostalgics For An Age Yet To Come, How bad are things? Bad enough […]