Early each morning

Bill Blain tries to makes sense of whatever nonsense is driving markets…

Since 2007, through the years of Economic mayhem, market madness, crashes, bubbles, storms, and the Coronavirus, Blain’s Morning Porridge has cut to the heart of global finance and markets with unbiased, unrestrained, brutally practical and pragmatic commentary, explanations, insights, themes, consequences and analysis of the major trends and effects.

The Morning Porridge is targeted at investment professionals and is read by over 7600 direct subscribers in investment management, banking and trading roles, plus regulators, central bankers, journalists and even a few politicians. Private investors are welcome, but should read the disclaimer very carefully.

If you want clues on what might be happening next, and why, then welcome to the Morning Porridge – financial market insights for smart people willing to think about markets!

Your trusted alternative source for news and analysis

Your trusted alternative source for news and analysis

The Morning Porridge offers subscribers insights on all the factors that influence global markets: business & commerce, politics, the environment, the economy, aspirations, fashion, populism and more. It identifies the narratives driving market activity, looking at macro and micro factors, threats and opportunities, and the delusions that often accompany market moves.

Often it goes completely off-piste and seldom follows where other analysts lead. The Porridge would never claim to be comprehensive, nor does it provide regular stock and bond recommendations. Instead, it examines relative values between asset classes, uses common sense and practical tips to equip readers to think about and question what’s really happening in the financial markets, and why.

If you want to know what Markets have done, buy yourself an FT subscription. Alternatively spend thousands on a Bloomberg machine. Or you could read the turgid prose of bank research, devoid of imagination, cleansed of opinions, and written to appease compliance offices – in return your local investment bank will be only too happy to charge your thousands for utterly forgettable twaddle..

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Take a look at my profile at City AM and read some of my recent contributions there, https://www.cityam.com/profile/bill-blain/