Category Businesses

Blain’s Morning Porridge Businesses Capitalism central banks ESG Markets

On Holiday: So, Farewell to all that…

One simply can’t ignore a bleeping email. So much for being on holiday, but this week I will simply observe and repeat: please don’t break the market while I’m out!

Holiday
Bill Blain
October 13, 2021
7

Lockdown Businesses Debt Economy Future Investing Markets

Blain’s Morning Porridge – April 27 2020 – How will markets look?

Blain’s Morning Porridge – April 27th 2020 “The vicissitudes of fortune, which spares neither man nor the proudest of his…

Bill Blain
April 27, 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 »