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

Bill Blain’s Morning Porridge –

  • Bill Blain
  • April 19, 2021
  • 8:58 am
  • 0 comments
Viva la revolution! Futbol Libre! Futbol Libre!
Football, the beautiful game, is anything but pretty this morning. Could the mass-revulsion trigger something fundamental in terms of the shift towards stakeholder capitalism? Meanwhile, markets remain on highs, but there as signs the madness has gone too far. Do cracks in cryptos and over-priced stocks mean a wobble is coming? And, as the Shanghai Motor Show gets headlines – how deep is Tesla’s Moat? Not very…
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Bill Blain’s Morning Porridge –

  • Bill Blain
  • April 19, 2021
  • 8:58 am
  • 0 comments
Viva la revolution! Futbol Libre! Futbol Libre!
Football, the beautiful game, is anything but pretty this morning. Could the mass-revulsion trigger something fundamental in terms of the shift towards stakeholder capitalism? Meanwhile, markets remain on highs, but there as signs the madness has gone too far. Do cracks in cryptos and over-priced stocks mean a wobble is coming? And, as the Shanghai Motor Show gets headlines – how deep is Tesla’s Moat? Not very…

Bill Blain’s Morning Porridge –

  • Bill Blain
  • April 16, 2021
  • 10:26 am
  • 7 comments
There is a great pestilence [still] upon the land
Markets are celebrating spring, rebirth and recovery. The problem is the pandemic is not over, and may continue to cast is baleful malice over markets for decades. Meanwhile… would you appoint an ESG-compliant, full-on Woke gender & diversity championing Head-hunter to find you the next killer quant-trader?

Bill Blain’s Morning Porridge –

  • Bill Blain
  • April 15, 2021
  • 8:40 am
  • 13 comments
Coinbase success – but what does it mean?
Coinbase’s direct listing was a muted success. It looks likely to trade in line with volatile bitcoin and other cryptos. On the back of the claims of increased “adoption” of Crypto by the Street, the exchange has first mover status meeting the need for the facilitation of safe crypto investment while expanding services for holders – but what does it fundamentally mean about the long-term future of the “crypto-ecosystem”?

Bill Blain’s Morning Porridge –

  • Bill Blain
  • April 14, 2021
  • 9:16 am
  • 9 comments
Yoorp’s Big Bond Bonanza
Europe’s plans for a €1 trillion bond programme will create a single US Treasury scale market, but who agreed it? The big risks are the imperfect non-democracy’s funding programme will magnify political volatility, while empowering bad political deals.

Bill Blain’s Morning Porridge –

  • Bill Blain
  • April 13, 2021
  • 9:40 am
  • 4 comments
Investment Guidelines for the Zeitgeist Market
The outlook for the UK looks rosier as pubs reopen, vaccinations beat targets, and the economy grows. But, how should investors be looking at markets when financial assets already look overpriced, and there are clear bubble risks ahead? It’s a matter of staying calm, reading the runes and understanding the markets new mindset!
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