Boeing Hiring Surge Signals Real Recovery

We have been positive on Boeing

for about a year now, after being negative for a long time – essentially the Calhoun-era. Today, we are pleased to provide more positive news on Boeing.  After all, Boeing’s recovery means a stable Duopoly.  This leads to stable behavior and a more stable supply chain.  That means the supply chain is less risky and more bankable.  And then what happens as the silo stabilizes?  People look at job opportunities differently.  A rising tide lifts all ships (and planes).

The Numbers