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

  • Bill Blain
  • June 8, 2023
  • 8:07 am
  • 1 comment
Golf – why something so daft makes sense
Golf – you have to laugh. But there is serious upside to be made from global sports franchise values as leisure time, AI, and prosperous middle classes emerge around the globe. Saudi might be the proverbial bull in a China-shop with their wallet, but it’s a plan!
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  • Bill Blain
  • June 8, 2023
  • 8:07 am
  • 1 comment
Golf – why something so daft makes sense
Golf – you have to laugh. But there is serious upside to be made from global sports franchise values as leisure time, AI, and prosperous middle classes emerge around the globe. Saudi might be the proverbial bull in a China-shop with their wallet, but it’s a plan!
  • Bill Blain
  • June 6, 2023
  • 9:02 am
  • 0 comments
Joe 90 had mixed-reality vision 55 years ago!
Joe 90 was there 55 years ago. Apple spent a fortune on developing the mega-hyped VisionPro mixed reality headset – and it comes with a battery pack??? WTF! It won’t sink the company, but may remind us its mortal.
  • Bill Blain
  • June 5, 2023
  • 9:12 am
  • 1 comment
Learning from mistakes to call the next ones…
The debt ceiling crisis has lifted a cloud from markets, but we’re still looking for resolution on inflation, geopolitics and a host of other issues. Maybe the real issues are about valuations – which remain over-extraordinary.
  • Bill Blain
  • June 2, 2023
  • 7:05 am
  • 8 comments
It’s not over till it’s over, and it’s not over yet…
The immediate debt ceiling crisis has passed, but it’s not the end of the rolling uncertainty that characterises current markets. The pressures and tensions fuelling political division and driving maket uncertainty are set to increase rather than moderate.
  • Bill Blain
  • May 31, 2023
  • 7:28 am
  • 3 comments
AI Trading Bots? Retail Beware
Let’s assume the US Debt crisis is averted. What comes next? A full-on speculative bubble and hype around Artificial Intelligence is underway. How will AI influence trading strategies, or turn markets into gray-goo? Will AI trading prove to be little more than finding new innovative ways to relieve retail investors of their money?
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Daily analysis and explanation of the key themes and events driving global financial markets from Bill Blain, Market Strategist, Shard Capital.

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