Boeing's Choice: To Fly or Not to Fly, There is No Try

Wake Up Boeing: The Numbers Are Real

I am Morpheus. I know why you're here. You're here because you know something. What you know you can't explain. But you feel it. You've felt it your entire life. That there's something wrong with the world. You don't know what it is but it's there. Like a splinter in your mind driving you mad. It is this feeling that has brought you to me. Do you know what I'm talking about? Boeing's May orders scream of a company choosing the blue pill for a while there it looked like they were doomed to only sell dreams... But let's be honest 303 gross orders? Since December? That's not just good news that's a glitch in the Matrix worth investigating. The Oracle would be intrigued.

Deliverance or Delusion? Boeing's Dance with Reality

45 aircraft delivered in May you say? A pathetic number. But here's where it gets interesting. Deliveries are cash Neo. They are the tangible proof that you haven't been living in a construct. Boeing delivered 220 planes YTD Airbus a measly 243... Whoa. But net orders? 512 for Boeing 215 for Airbus... It seems someone has chosen to follow the white rabbit after all. Are they the One? The answer my friend is blowing in the wind but let's see how many sales they can secure at the Paris Air Show...

The FAA's Limit: A Prison of Their Own Making?

The FAA's limit of 38 737 Maxes a month. Imagine like Agents Smith constantly replicating stifling innovation. But there's hope. Kelly Ortberg this is your chance to show everyone that you understand that to be something special you just have to be yourself and don't let the world ever tell you you can't be. Kelly aims to stabilize production. 38 per month? Pathetic but then seeks permission to raise it. A bold move or naive ambition? The Matrix is watching people.

Order from Chaos: Dreamliners and Deals with Qatar

345 net orders? 146 for 737 Maxes you say? But wait 157 for Dreamliners and the mythical 777X in one fell swoop from Qatar Airways! Is this real? Or is this just fantasy? Caught in a landslide no escape from reality. Deals signed during the Trump administration... Remember Neo the Architect doesn't play favorites. Everyone who is plugged in is part of the system. That system is our enemy. But when you're inside you look around what do you see? Businessmen teachers lawyers carpenters. The very minds of the people we are trying to save. But until we do these people are still a part of that system and that makes them our enemy. You have to understand most of these people are not ready to be unplugged. And many of them are so inured so hopelessly dependent on the system that they will fight to protect it.

China's Return: A Thaw in the Trade Wars?

Deliveries to Chinese airlines resuming after the trade war pause. There is no spoon! Or rather there are planes but can Boeing deliver? This smells of detente a chance to reset the board. But remember Neo hope it is the quintessential human delusion simultaneously the source of your greatest strength and your greatest weakness. The Architect would agree.

The Backlog: A Mountain or a Mirage?

606 net orders this year a backlog of 5,943. Impressive. But what good is a mountain of promises if you can't climb it? Do not try and bend the spoon. That's impossible. Instead... only try to realize the truth. There is no spoon. Boeing you must ask yourself... can you truly deliver? The answer my friend is not just blowing in the wind but written in the code of the Matrix itself.