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

What’s the real story in China?
January 27, 2023
While the rest of the world hiked to fight inflation, China has embarked a sprint to reopen the economy; easing rates, mortgages, property lending and loans. The question is can it succeed when demographics, trade and the laws of growth may have already moved against them?Read More »
Buy Gold to fund Bottom Fishing!
January 26, 2023
Gold – can’t eat it, can’t use it, but its everything crypto never was: tangible, exchangeable, a store of value, and a kitty for when things get tough. In uncertain markets…. Don’t forget the yellow stuff.Read More »
Trains: An Open Letter to Paul Holmes, MP (Conservative)
January 24, 2023
I have worked in finance for nearly 40 years. I have withstood phycotic managers, overcome multiple business hurdles, survived a major health scare and triumphed as a small firm guy against big vested interests.. but I am pretty sure it will British Railways that will put me in a box. This morning a rant:Read More »
Don’t worry about the UK – I’ve got an idea…
January 23, 2023
Gosh… The Rest of the World wonders how the UK has suddenly become a corruption-raddled third world kleptocracy. The optics are terrible. Even the Russians are moving out! Fortunately, there may be a solution: let’s be British about it, and show everyone we can do political knavery better than anyone else!Read More »
Forget inflation – its interest rates that will set markets and drive new growth.
January 20, 2023
Around the globe everyone thinks inflation is beaten. It may well be, but the consequences will persist. Interest rates may not “pivot” the way market optimists hope, with profound implications for equities and bonds. We are into a new market cycle of normalised rates and corporate fundamentals. All-in-all, that’s a good thing for growth!Read More »