Also, retail investors, long referred to as "dumb money" have grown in importance in market moves and interestingly they have tended to outperform the "smart money".

A great report - www.morganstanley.com/im/publication/insights/articles/article_whoisontheotherside.pdf

📊 They surface some astonishing data points such as; that 59% of US listed companies over the last 100 years have underperformed 1-month US treasuries.

answering this question is the critical first step in winning the investment game. In their detailed new report, they move beyond the debate over whether markets are "efficient" to provide a robust taxonomy of the sources of inefficiency that active investors can exploit to capture excess returns.

From the silicon powering the models to the software analyzing the data and the cloud infrastructure holding it all together, we are about to find out if the AI trade is maturing or just getting started.

Full Post with audio summary - open.substack.com/pub/bryanoca...

This is a must-listen for investors and aeronauts alike.

youtu.be/JFvfFL23_gs?...

#Aerospace #Security #Investing #Innovation #Podcast #BoomSupersonic #BlakeScholl #VCM #FutureOfFlight #TechInvestment #GrowthStocks #Geopolitics #MarketTrends #Oasis

However, a new era may be dawning. In this fascinating podcast, @LoganBartlett.bsky.social sits down with Boom CEO, Blake Scholl (@bscholl), to dissect the industry's past, present, and why 𝙩𝙝𝙚 𝙤𝙥𝙥𝙤𝙧𝙩𝙪𝙣𝙞𝙩𝙮 𝙛𝙤𝙧 𝙥𝙧𝙤𝙛𝙞𝙩𝙖𝙗𝙡𝙚 𝙞𝙣𝙣𝙤𝙫𝙖𝙩𝙞𝙤𝙣 𝙞𝙣 𝙖𝙚𝙧𝙤𝙨𝙥𝙖𝙘𝙚 𝙝𝙖𝙨 𝙣𝙚𝙫𝙚𝙧 𝙗𝙚𝙚𝙣 𝙜𝙧𝙚𝙖𝙩𝙚𝙧.

..private companies reshaping the industry.

But here's the kicker:

the aerospace industry, for decades, has been stagnant of innovation - remember the 𝘀𝘂𝗽𝗲𝗿𝘀𝗼𝗻𝗶𝗰 𝗺𝗮𝗿𝘃𝗲𝗹 of cooperation and innovation, the Concorde? The greatest achievement of passenger air travel sits in a museum today....

📒 𝗥𝗼𝗯𝘂𝘀𝘁 𝗗𝗲𝗺𝗮𝗻𝗱: Evidenced by overflowing order books, securing its future growth.

🗺️ 𝗚𝗲𝗼𝗽𝗼𝗹𝗶𝘁𝗶𝗰𝗮𝗹 𝗧𝗮𝗶𝗹𝘄𝗶𝗻𝗱𝘀: Increasing demand for security products and services driven by heightened global events and risks.

🛸 𝗥𝗮𝗽𝗶𝗱 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻: A surge in technological advancements driven by...

#FinancialHistory #StockMarket #1929Crash #Equities #JohnBrooks #LessonsLearned #WallStreet #Golconda #BookClub

...dramatic rise and fall of the era's financial titans.
Nearly 100 years on I'm keen to explore what has changed in the world of finance and the people who occupy it and what hasn't.

I am really looking forward to this one.

Super excited to delve into John Brooks' "Once in Golconda," a recommendation from the insightful @johnhempton.bsky.social

Brooks, a master of financial storytelling, vividly portrays the 1929 crash — the greed, the ruthlessness, the political machinations, and the...

Super excited to delve into John Brooks' "Once in Golconda," a recommendation from the insightful @johnhempton.bsky.social

Brooks, a master of financial storytelling, vividly portrays the 1929 crash—the greed, the ruthlessness, the political machinations, and the...

..I love history books especially nautical ones and it will undoubtedly have plenty of takeaways on strategy, leadership and resource allocation relevant to today. And even though I know the ending, context is everything, so I am excited to see how it all played out for Cook and his HMS Resolution.