Financial Commentary for Smart People

Category Boating

Boating Blain’s Morning Porridge Bonds Brexit Politics

UK Political Risk

Congratulations to Italy’s Team Luna Rossa Prada Pirelli winning the sailing Prada Cup on Sunday morning to knock the UK out of this year’s America’s Cup.

Bill Blain
February 22, 2021

Blain’s Morning Porridge Boating News

Blain’s Morning Porridge – 18 Jan 2021:Four and In!

The third Monday in January is Blue Monday. Apparently it’s the most miserable day of the year as failed New Year resolutions, and Christmas spending catches us up!

Bill Blain
January 18, 2021

Boating Covid Markets

Blain’s Morning Porridge, July 22 2020 – Assets Rotting Away?

Blain’s Morning Porridge, July 22 2020 – Are Your Assets Rotting Away? “They had to build a special runway just to…

Bill Blain
July 22, 2020

Boating Economy Lockdown Markets Politics

Blain’s Morning Porridge – June 18 2020 – Virus Is The Threat!

Blain’s Morning Porridge – June 18th 2020 – Virus remains the threat “Rich men, trust not in wealth. Gold cannot buy…

Bill Blain
June 18, 2020

Boating Economy Government Rant

Blain’s Morning Porridge – May 18 2020 – Life begins again!

Blain’s Morning Porridge – May 18th 2020 – Life begins again! “There is nothing, absolutely nothing, half so much worth…

Bill Blain
May 18, 2020

The Disruptive Olympics
August 2, 2021
Doing well in the Olympics does more for a nation’s mental health than any amount of politicking or dull economics numbers. Time for the UK to learn from success and do even more to broaden access as the Disruptive Tokyo Games highlights the opportunities!Read More »
The Pandemic doesn’t need to slaughter us in hordes to create ongoing economic mayhem.
July 30, 2021
Markets and data have been posting strong numbers, but all around are warnings on future outlook problems. Politicians are keen to claim victory over the pandemic, but the science increasingly points to Covid becoming a very long-lived problem and long-term threat to global activityRead More »
China Syndrome and Taper Tantrums – just two of many things to fret about…
July 29, 2021
Some of the heat was taken out the escalating China Syndrome yesterday when the Chinese regulator held a “secret” meeting with global firms, while Jay Powell took the pressure out of immediate taper fears. Both issues remain sources of massive future pressure on markets – they are sorted for now, but not resolved!Read More »
Tech sector’s tectonic plates keep shifting
July 27, 2021
Yesterday’s events across Tech served to remind us it’s a fluid sector where what we believe one day may be false the next, but deep down there is bedrock. Crypto currencies saw a last-chance bubble pop, while Tesla genuinely surprised me by producing solid results – which don’t for one moment change my perspective its fatally overvalued. Meanwhile, the latest …Read More »
Be very suspicious of banks declaring diversity goals
July 26, 2021
Don’t be fooled by thin summer markets – the world has changed, markets no longer take August off. Yet, finance changes slowly - for all the talk about diversity it’s taking generations to change the mindset and sense of entitlement that underlies markets. Maybe a good shock will be no-bad-thing – but banks making statements about their diversity ambitions should …Read More »