Daily insights, analysis and explanation of the key themes and events driving global financial markets

Bill Blain’s Morning Porridge –

  • Bill Blain
  • May 7, 2021
  • 8:32 am
  • 0 comments
What is everyone smoking when it comes to asset bubbles?
As the Federal Reserve wakes up to “elevated relative risks” and the rest of us scream “bubble”, the real questions are about real value. Why is a Bitcoin worth as much as Renaissance Art? Why is Dogecoin the top performing asset off the year when everyone knows it’s a joke? And when are people going to drink the proverbial coffee?
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Bill Blain’s Morning Porridge –

  • Bill Blain
  • May 7, 2021
  • 8:32 am
  • 0 comments
What is everyone smoking when it comes to asset bubbles?
As the Federal Reserve wakes up to “elevated relative risks” and the rest of us scream “bubble”, the real questions are about real value. Why is a Bitcoin worth as much as Renaissance Art? Why is Dogecoin the top performing asset off the year when everyone knows it’s a joke? And when are people going to drink the proverbial coffee?

Bill Blain’s Morning Porridge –

  • Bill Blain
  • May 6, 2021
  • 8:30 am
  • 2 comments
Only one contest matters in UK local Elections
UK Local Elections are pretty dull and meaningless affairs, but the vote in Scotland is perhaps an even more important plebiscite than Brexit. If the SNP achieve an absolute majority, then the UK could plunge into more years of uncertainty and distraction – whatever Boris thinks.

Bill Blain’s Morning Porridge –

  • Bill Blain
  • May 5, 2021
  • 8:29 am
  • 0 comments
The “D’oh” Moment In Micro-Chips
Forget fears of rising interest rates – the big threat is how the global economy will cope with supply chain bottlenecks and the coming commodities supercycle. These will create all kinds of friction. The West is particularly vulnerable to microchip supply instability – which could take years to resolve.  

Bill Blain’s Morning Porridge –

  • Bill Blain
  • May 4, 2021
  • 9:25 am
  • 1 comments
Failing Global Politics and Inflation will be a Nasty Shock
Across the Occidental Economy there seems a trend towards political failure as polarization, sleaze and opportunism takes hold, even as electorates suffer from increasing inequality and declining prospects. As the threat of post-pandemic inflation rises, the ingredients are all there for further instability and labour strife. It’s all happening as the geo-political spheres of influence between China and the West are being redrawn.

Bill Blain’s Morning Porridge –

  • Bill Blain
  • April 29, 2021
  • 12:36 pm
  • 12 comments
The Need to Regulate Big Tech (Part 2); Moral Hazards in Space?  
It is right to let a small number of very wealthy entrepreneurs fill Earth’s already crowded orbital space to establish non-terrestrial internet monopolies? What are the risks, and are the costs justified? Should orbital space be a public good?
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