Fog in Channel, Continent Cut Off
5 years after Brexit vote and the sun still occasionally shines. For how much longer. Don’t worry… it could be much much worse..
Blain's Morning Porridge
Financial Commentary for Smart People
Blain's Morning Porridge
Financial Commentary for Smart People
Category Brexit
Forget the noise, distractions and sausages, the real issue is inflation vs deflation
As the UK and Yoorp prepare for a set-to over Sausages, the real issue remains inflation vs deflation. Are rising PPIs in China due to speculation on commodities boosting prices, is inflation due to supply glitches, and are the longer-term threats of Central Bank taper, growing West-East tension, and the reality of pandemic debt likely to tip us back into a deflationary cycle?
Vaccine Cold War or Playground Sulk?
Why is Europe suspending the AstraZeneca Vaccine? What’s the real story? And; The trick to investing in disruptive tech is to spot the solution to a need, rather than an answer looking for a question.
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.
Blain’s Morning Porridge – 7 Dec 2020 – Yoorp is nervous
“A day that will live in infamy…” This is the last week of this year’s charity appeal – raising money…
Blain’s Morning Porridge – Nov 16th 2020: Taking a punt
“We spend more on cows than on the poor.” This morning: Gordon Brown, taking a punt on Brexit and vaccine…
Blain’s Morning Porridge – Sept 8th 2020 – Whatever next?
Blain’s Morning Porridge – Sept 8th 2020 – Whatever next? “If you want to swim the English Channel, leave your…