I joined CNBC’s Adam Bakhtiar last night to chat about Boeing’s (BA) earnings:

In Boeing’s report, what wasn’t said was actually more significant than what was said. The recurring theme this earnings season has been companies meeting earnings estimates but missing on revenues due to dollar strength. We’ve been hearing that excuse for the last year and notably from Coca-Cola (KO) this week. But Boeing managed to deliver an outstanding quarter despite getting 60% of its revenues overseas.