Category Commercial Real Estate

Blain’s Morning Porridge Artificial Intelligence Banks Bonds Businesses Capitalism central banks China Climate Change Commercial Real Estate Economy Europe Financial Assets Financial Crisis geopolitics Government Monetary Policy Political risk Politics Russia Sovereign Debt Supply Chains Tech UK USA

Half Time Score – how is 2023 likely to shape up for markets?

Markets have been far more positive than expected in 2023 – thus far. There is still much uncertainty out there, but what is the market missing? I have two particular under-played threats to watch – corporate debt and social unrest.

Blain’s Morning Porridge Banks Commercial Real Estate USA

The approaching Real Estate (CRE) storm will be a crisis – but is hardly unexpected!

Fears of a full-on Commercial Real Estate Crisis are mounting as rising rates, a dearth of credit and a record redemption schedule combine into a perfect storm – but the market is already expecting it, so what will be the credit event or no-see-um that tiggers a market meltdown?

Flying the Atlantic on Unicorn Poop!
November 28, 2023
Virgin founder Sir Richard Branson is set to cross the Atlantic in a plane powered by unicorn farts. It’s marketing smoke and mirrors. The reality is Sustainable Aviation Fuel is an evolutionary dead end. Solving the Air Travel issue will require lots of capital.Read More »
The Rise of the Right and it’s consequences for Markets
November 27, 2023
Events of the last few weeks highlight a new instability for markets. The Rise of the Right has implications in terms of investment priorities, law and markets, bonds and currencies, multiple consequences and the future outlook for economies.Read More »
Guest Post: Sports – Why it’s the Hot Investment Arena
November 24, 2023
“In yacht racing there is no second.” Sports has become a major investment sector in recent years. An increasing number of funds are focused on sporting opportunities. The appeal, and the possibilities to monetise fans and events is rising. Why invest?Read More »
Why we won’t fix the UK by selling Natwest to irrational retail investors….
November 23, 2023
Jeremy Hunt tried hard to be interesting, but it was all a bit forgettable. An election is coming. How bad will it be? As for selling Natwest to fund UK growth – has Hunt actually considered the outlook for banks as the risk outlook deepens?Read More »
OpenAI’s FUBAR Corporate Governance is a lesson for every Company!
November 21, 2023
Every single business on the planet should be looking at its board composition and corporate governance structure to figure out just how vulnerable they may be. OpenAI’s self-immolation should be a lesson.Read More »