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Blain’s Morning Porridge – March 20 March 2020! Missed than one!

Blain’s Morning Porridge – March 20th 2020 “How beauteous mankind is! O brave new world that has such people in…

Bill Blain
March 20, 2020

Scotland – Does it have to be a binary question?
July 1, 2022
9 years after Scotland voted to stay in the United Kingdom, the neferendum continues as Sturgeon demands a recount. But does it have to be this way? Independence looks like economic suicide, but Scotland is a nation rich in inventive people. Maybe we need something different: a new Union of proud, independent but culturally aligned nations?Read More »
Outlook for the second half? Rising interest rates and ongoing supply shocks spell trouble
June 30, 2022
Stocks tumbled 20% in H1, but Central Banks are fixated on Inflation as the No 1 priority with higher interest rates nailed on. Supply chain issues remain difficult, meaning corporate earnings will remain under pressure. The market is setting up for further weakness through H2.Read More »
The UK should lead by spending more on Defence – we can!
June 29, 2022
Inflation is increasing the burden of the UK’s debt, but it’s been well managed and should not impact as heavily as it might in other highly indebted nations. We can probably afford to spend more – especially in Defence, the primary duty of any state.Read More »
The End of American Exceptionalism Has Massive Market Consequences
June 27, 2022
The US just took another step towards the end of the Age of American Exceptionalism. It will have major consequences on markets and geopolitics. The West has limited time to prepare for some profound changes.Read More »
Has Covid Changed the Capital Markets for the Better?
June 24, 2022
Post-pandemic markets are challenging! We’re juggling multiple crises from inflation shocks, market wobbles and policy normalisation. Markets today are adjusting to the last 14 years of extraordinary monetary policy which have distorted the basis of markets and economic behaviours. Addressing them will be a long-term market challenge.Read More »