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 Easy Way to get Rich… Isn’t.
November 25, 2021
Crypto currencies have confused the way we think about money and wealth. Its deliberate. It helps layer the crypto narrative they are modern and somehow better than fiat money. It’s fake news. Crypto is full of inconsistencies and outright bullsh*t – it’s time regulators did their jobs!Read More »
The Central Bank Quandary: Inflation vs Recovery
November 23, 2021
Jay Powell keeps his job and faces the inflation quandary – hiking rates too soon risks recovery, but inflation needs addressed. The likelihood is lower rates for longer – which will juice euphoric markets further. What’s the alternative? Stop buying financial assets and buy the real economy!Read More »
Guessing it won’t be as good as we hope, nor as bad as we fear…
November 22, 2021
Markets are roiled by lockdowns and approaching holidays. Already the guessing season has begun – with predictions running all the way from Gloomy to Dire. Central Banks will be anxious to be seen to be doing the right thing – which probably means more of the same. And investors? Delusional or exploiting the delusion of others. Read More »
Caught in a Trap…
November 19, 2021
How much longer can the market madness continue? Traditionally they remain irrational for longer than you can stay solvent. Central banks must be terrified – damned if they act, damned if they don’t. The basis of markets is under threat from unbridled speculation fuelled by their actions.Read More »
Boeing? Worst company on the Planet?
November 17, 2021
A new book on the fall of Boeing is getting the headlines this morning. I’ve been arguing it illustrates all the worst excess of capitalism – yet how many investors have called it out? Very few. Why does ESG apparently not apply to Boeing?Read More »