The Boeing Co

Tong's Portfolio

Yet another stock-market scam - mini-tender offers

When an offer appears too good to be true, it usually is. We were reminded of this little bit of wisdom just this week.

Tong's Portfolio

Liquidity to companies, not capital markets, needed

The sell-off has been fast and furious. There is indiscriminate selling across the board, regardless of quality, likely perpetuated by algorithm trading and exchange-traded funds.


Limited liability is causing unlimited harm

(Feb 14): In a recent tweet, Olivier Blanchard – a former chief economist of the International Monetary Fund – wondered how we can “have so much political and geopolitical uncertainty and so little economic uncertainty.” Markets are supposed to me

Tong's Portfolio

It's not who packs a bigger punch… but who can suffer the greater pain

SINGAPORE (Dec 20): The US and China two weeks ago reached an agreement on a “phase one” trade deal, which is slated to be signed in January after legal review and translation. Markets heaved a collective sigh of relief.

Aviation & Engineering

Boeing board meets as company considers 737 Max production changes

WASHINGTON (Dec 16): Boeing Co is considering whether to cut or halt production of its grounded 737 Max after the Federal Aviation Administration said last week it would not approve the plane’s return to service before 2020, a person briefed on the matt

Tong's Portfolio

Why we bought shares of Boeing and building suppliers, and trimmed consumers

(Nov 25): The Global Portfolio did quite well over the past one week, rising 1.8% and outperforming the MSCI World Net Return Index’s 0.3% gain. US stocks continued to inch higher to fresh record highs. The current investing landscape is positive for st

Tong's Portfolio

Worries over slow global investment growth overamplified

(Nov 18): Will the slowdown in business investments derail the US economy? This has been one of the biggest worries for investors. Despite resilient GDP growth, many continue to fret over the imminent end of what is now the longest expansionary cycle on r