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Boeing's Growing Labor Crisis ✈️

And, Citi's luxury card market play.

July 28, 2025

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Today is Monday, July 28, 2025.

The Early Bird Index today is 91.65

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Boeing's Growing Labor Crisis ✈️

Boeing’s $BA ( ▲ 0.77% ) promising year is about to get tested as union members who produce fighter jets for the company overwhelmingly rejected the latest contract offer on Sunday, which could lead to a potential work stoppage.

Powering the Story: A Boeing official reportedly told Reuters on Sunday that the company is preparing for a strike, which could happen as early as 7 days from now.

Stock Price: Boeing’s stock is in the middle of a comeback year with a 35.60% gain.

Early Bird’s Nest Egg Gains: While Boeing is currently experiencing growth and recovery, a strike by fighter jet manufacturing workers poses a serious risk to sustaining this momentum and could cause operational and financial disruptions.

  • A strike by fighter jet workers could disrupt Boeing’s production lines, especially in their defense division, potentially impacting deliveries and revenue from military contracts. 

  • This threat recalls last year's Boeing strike, which caused significant financial losses and disrupted production.

Final Thoughts: Boeing reports financial earnings results on Tuesday.

His First Venture Sold for $120M – This Time is Different

Austin Allison is familiar with using tech to disrupt real estate – his first venture, dotloop, was acquired for $120M. But despite bringing industry fame, one nagging regret remained.

"I always wished we gave retail investors the chance to invest in dotloop and share that success," Allison later said.

Now he’s doing just that. Austin built upon that experience to launch Pacaso, the co-ownership marketplace disrupting the $1.3T vacation home industry. And it’s working.

They’ve surpassed $110M in gross profit to date, including 41% YoY growth last year. They’ve earned backing from firms like Maveron and Greycroft. They even reserved the Nasdaq ticker PCSO. And unlike dotloop, you can become an investor in Pacaso as a private company.

Invest today at $2.90/share.

Paid advertisement for Pacaso’s Regulation A offering. Read the offering circular at invest.pacaso.com.

Notables

Notable Earnings Today: Waste Management (NYSE: WM), Enterprise Products (NYSE: EPD), Cadence Design (Nasdaq: CDNS), Nucor (NYSE: NUE), Whirlpool (NYSE: WHR), Western Union (NYSE: WU), Bank of Hawaii (NYSE: BOH), Exelixis (Nasdaq: EXEL), Universal Health (NYSE: UHS), Crane (NYSE: CR), Brown & Brown (NYSE: BRO), Revvity (NYSE: RVTY), PotlatchDeltic (Nasdaq: PCH), Tilray Brands (Nasdaq: TLRY), Beyond (NYSE: BYON), Alliance Resource Partners (Nasdaq: ARLP), Alerus Financial (Nasdaq: ALRS), Ameris Bancorp (NYSE: ABCB), Amkor (Nasdaq: AMKR), Bank of N.T. Butterfield & Son (NYSE: NTB), Bank of Marin (Nasdaq: BMRC),  Brixmor Property (NYSE: BRX), Business First Bancshares (Nasdaq: BFST), Celestica (NYSE: CLS), Cincinnati Financial (Nasdaq: CINF), CNO Financial (NYSE: CNO), COPT Defense Properties (NYSE: CDP), Curbline Properties (NYSE: CURB), Fomento Económico Mexicano (NYSE: FMX), Harmonic (Nasdaq: HLIT), Hartford Financial (NYSE: HIG), Kforce (NYSE: KFRC), Kilroy Realty (NYSE: KRC), New Gold (NYSE American: NGD), NOV Inc. (NYSE: NOV), Olin (NYSE: OLN), Piedmont Office Realty Trust (NYSE: PDM), Rambus (Nasdaq: RMBS), Rithm Capital (NYSE: RITM), Sanmina (Nasdaq: SANM), Simpson Manufacturing (NYSE: SSD), UFP Industries (Nasdaq: UFPI), Ultra Clean Holdings (Nasdaq: UCTT), Veralto (NYSE: VLTO), Woodward (Nasdaq: WWD).

Notable IPOs Today: i-80 Gold Corp. (NYSE American: IAUX).

Notable Equity Crowdfunding Campaigns Ending Today: Harmony Turbines (StartEngine), The Cumin Club (StartEngine), Mutiny Island Vodka (StartEngine), Doze Bedding (StartEngine), Kuleana Spirits (StartEngine), Ignite Biomedical (StartEngine), AEXLAB (StartEngine).

Notable Economic Events Today: N/A.

Citi's Luxury Card Market Play

Citigroup $C ( ▲ 0.71% ) wants to take the luxury credit card market by storm. The bank released its new Strata Elite Card this past weekend with an annual fee of $595 and plenty of travel perks.

Final Thoughts: Citigroup, up 37.36% this year, is trying to enter the luxury card market led by American Express’ $AXP ( ▲ 1.09% ) Platinum Card and JPMorgan Chase’s $JPM ( ▲ 0.7% ) Sapphire Reserve Card.

Ethereum’s Late July Jump

The price of Ethereum $ETH.X ( ▲ 3.36% ) jumped about 3% on Sunday amid a strong month for the popular cryptocurrency.

Final Thoughts: Ethereum is up about 55% in July.

Bad Days for Expensive Brands: Luxury Brands Are Getting Hit by a Vibe Shift (Wall Street Journal)

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The contents of Early Bird are intended for informational and entertainment purposes only. They do not constitute trade or investment recommendations and they are not financial or legal advice. Readers are encouraged to consult licensed professionals for personalized guidance regarding their financial or legal situations.