Blain's Morning Porridge

Financial Commentary for Smart People

Blain's Morning Porridge

Financial Commentary for Smart People

Category Brexit

Blain’s Morning Porridge Brexit Capitalism France Government Political risk Tesla UK

The Political Threat Board Flashes Red

Populism is a massive threat to markets. Inflation, tax-hikes, petrol costs, poverty, political mismanagement and a host of other failings could further destabilise the West, while markets seem determined to stay euphoric whatever the evidence to the contrary.

Europe, France, Macron, Marine Le Pen, politics, Rishi Sunak, UK
Bill Blain
April 11, 2022
12

Blain’s Morning Porridge Brexit Europe

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 Brexit China Europe UK

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?

Brexit, China, Europe, Inflation, Sausage Wars, Trade Wars
Bill Blain
June 9, 2021
1

Blain’s Morning Porridge Apple Bonds Brexit Covid Economy Politics Tesla

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.

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

USA Brexit EU

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…

Bill Blain
December 7, 2020

News Bonds Brexit

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…

Bill Blain
November 16, 2020

Markets Brexit

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…

Bill Blain
September 8, 2020

Blame the central banks, say the politicans..!!!
May 16, 2022
Central Banks and Politics will be the dominant theme this week/month/year. Politicians are anxious to show inflation and recession are not their fault. Blame Central Banks! The Politics of Blame has profound consequences for markets.Read More »
NFTs 1, Blain Zero
May 13, 2022
NFTs are in the press for all the right reasons – insider trading, zero value and scams, but as digital assets in a digital world have enormous potential – for making your wallet lighter….Read More »
Woke and ESG are Dead! Long Live ESGG!
May 12, 2022
ESG is getting a bad press these days, blamed for energy insecurity and much else wrong with the allocation of capital. It needs to be refined: ESG version 2.1 will be critical for addressing the massive threats arising from social injustice and income inequality.Read More »
As markets correct, remember the wit and wisdom of Ace Greenberg!
May 11, 2022
Markets remain in a major correction – but fear not. When the hurly burly is done, what goes down and survives will (eventually) come back up! As the pain bites, I recommend the wit and wisdom of Ace Greenberg, the best banking CEO ever, a man who understood the primacy of common sense.Read More »
Shipping – a real world asset class, but complex!
May 10, 2022
Yesterday’s ongoing pain in crashing financial asset markets demonstrates the need to diversify portfolios and decorrelated returns. Shipping is one such asset; returns have been boosted by scarcity as a result of the pandemic – the question is: can these returns be maintained?Read More »