Boeing

Portfolio under review: March 2026 summary

March 2026 was a volatile and ultimately negative month for global markets, driven by macroeconomic uncertainty, geopolitical tensions around Iran, profit-taking in the technology sector, and renewed concerns about interest rates. My USD portfolio – composed of individual stocks, ETFs and cryptocurrencies – returned -2.50% in March,...
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European regulator EASA sends two messages: relations with the U.S. FAA are, after years of tension, back in a mode of "partnering trust," and Boeing $BA is, according to EASA, responding as it should. This is a fairly significant shift compared with the post‑737 MAX accident era, when EASA made it clear it would no longer automatically accept FAA decisions and began...
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The war in Iran is bringing uncertainty to the U.S. stock markets. 🇮🇷/🇺🇸

But what should we actually be worried about, and how do I think this whole situation will play out?

Shares of companies that manufacture combat drones, such as $ONDS, $AVAV, $UMAC, $RCAT or even $DPRO, are rising by several percent, some even by 10% or more.

It’s important to understand the perception and...
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So what about Boeing $BA? Do you think the worst is already behind us? The newly announced order from Alaska Airlines points in that direction...

📅 This week's key events!

This week is really full of important macroeconomic events and also corporate results. Here's a list of the most interesting things I'll be watching.

📈 Tuesday
JOLTS Job Openings - Let's keep an eye on the tightness in the labor market. Fewer job openings could signal a cooling economy.

Consumer confidence in the U.S. - An important barometer of future...
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I mentioned here recently that I would never buy $BAstock . However, I find Airbus much more interesting and think it is in a better position. Moreover, the company has recently won orders worth over €21 billion and the long-term performance of the stock looks solid.

Does anyone have $AIR.PAstock in their portfolio? Does Airbus look better to you than Boeing?

Shares of $BA plunged 8% last week due to the tragic crash of a Boeing plane in India. But they are up more than 16% since the beginning of the year, so the company seems to be doing well overall. I won't be buying this stock, but it looks like Boeing is off to a good start.

Do you have $BAstock in your portfolio? Are you investing in the sector?

🛩️ Boeing closes the largest contract in its history!
American aircraft manufacturer Boeing $BA is experiencing a major turnaround. After months of crisis, regulatory pressures and a loss of public confidence, the company announces the largest order in its history - 160 aircraftfor Qatar Airways, worth approximately $200 billion.

The deal is the result of a focused diplomatic...
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📊✈️ Boeing and improving results!
After a wild period, cautious optimism is coming from Boeing $BA. Q1 2025 results point to a positive shift, but it remains overshadowed by ongoing challenges in manufacturing, geopolitics and brand credibility.

📅 Weekly investment outlook!
This week brings a good amount of corporate earnings, as well as numbers from the US economy.

🐣Monday
Easter Monday - Markets in Europe are still closed

🚗 Tuesday
📡 Results before the markets open:
Verizon $VZ - The telecom giant is facing pressure from competition and developments in 5G.
3M $MMM - How is 3M settling legal disputes? Will the company build...
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