Category Data

Blain’s Morning Porridge Capitalism Data Economy Financial Assets Global Growth UK USA

World Cup, Flu and Where do markets go next?

After some tumultuous weeks in global markets, where do we go from here in terms of the dollar, inflation, energy, China? It’s all terribly complex, but probably good news for some and bad for others. The UK is likely on the loser list.

Economics, Macro to Micro, UK, USA
Bill Blain
November 21, 2022
4

Blain’s Morning Porridge Amazon Apple Data Market Crash Metaverse Tech

Big Tech reality bites – is this the Judder moment the market fears?

Big Tech “growth” stocks suffered a price-check this week as economic reality bit, but they face much more pressure than just short-term cost and sales problems. Long-Term, new businesses and opportunities are evolving to eat their lunch, and leave them behind.

Alphabet, Amazon, Apple, Big Tech, Meta, Microsoft, Netflix
Bill Blain
October 28, 2022
1

Covid Data

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

Easy money was the drug that fuelled the 2010s and now it’s Cold Turkey Time!
December 7, 2022
Doom and Gloom dominates the economic mood. Analysts are predicting just how bad it will be next year – but easy money was the drug that fuelled the financial excesses of the 2010s, the market is still addicted to it, and the current dire sentiment is cold turkey..Read More »
Financial Idiot of the Year 2022: Nominations Time
December 6, 2022
There is a long list of contenders for financial idiot of the year. Who will win?Read More »
Kwarteng wins Financial Idiot of the Year as IMF warns on the dangers of debt and swaps… and Buttcon worth $1?
December 6, 2022
Good is bad, and bad is good as Kwasi Kwarteng wins the Financial Idiot of the Year award as the IMF warns about the consequences and dangers of $80 trillion of hidden swap debt and rising global debt levels. Should we worry? Probably.Read More »
Underinvestment and Zero Growth? What’s wrong with the UK is a lack of honesty…
December 5, 2022
The CBI think the next decade could be lost as the UK is swamped by stagflation, zero growth and disinvestment, and wonder what the government’s plan is? There isn’t one except to ignore the brutal truth of acknowledging the greatest mistake the UK ever made.Read More »
Big Tech and evolutionary dead-ends. Too Big to Survive.
December 2, 2022
Big Tech is so yesterday. Prices peaked last year, but there are limited reasons to expect they will ever become so dominant again. They are too big, under the regulatory cosh, and increasingly under competitive pressure. They are heading the same way as the dinosaurs.Read More »