Category Economy

Blain’s Morning Porridge Economy Europe Vaccine Virus Recovery

European Vaccine Squabbles as UK Flounces Out

Europe's vaccine rollout is in tatters as a result of stupid politics and a desire to blame the UK, while the UK has just sent a very unsubtle message about Europe looking after itself. Its a silly playground squabble that needs to be resolved quickly, but at its heart is the usual European problem: Britain vs France.

AstraZeneca, Europe, France, UK, UK Global Strategy, Vaccine, virus
Bill Blain
March 17, 2021
6

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.

Blain’s Morning Porridge Bitcoin Bonds Climate Change Coal Mining Debt Economy ESG Financial Assets Financial Crisis Global Growth Greensill Special Purpose Acquisition Companies Tesla Virus Recovery

Seven Factors Likely to Roil Markets

Seven factors to understand the market shift that’s roiling markets; bond yields and inflation, distortion, recovery, leverage, tech vs reality, exuberance, and value.

bonds, Crash, Market Outlook, markets, Recovery, regulation, stocks
Bill Blain
March 9, 2021
2

Economy Blain’s Morning Porridge Investing Markets

Act Big, Think Careful

Blain’s Morning Porridge – Feb 17 2020 – Act Big, Think Careful “The secret of getting ahead is getting started.”…

Bill Blain
February 17, 2021

Blain’s Morning Porridge Economy Markets News

Blain’s Morning Porridge – January 4th 2021: A New Hope?

Blain’s Morning Porridge – January 4th 2021: A New Hope Misses the Obvious “It’s not fair to take it away…

Bill Blain
January 4, 2021

Economy Inflation

Blain’s Morning Porridge – Aug 25 2020: Economy “In Irons”

Blain’s Morning Porridge – Aug 25 2020: Economy “In Irons” “ There are three ways to make a living on…

Bill Blain
August 25, 2020

Tech Economy

Blain’s Morning Porridge – Aug 24th 2020: Wokery and Batteries

Blain’s Morning Porridge – Aug 24th 2020: Wokery and Batteries “If a goal is worth achieving, you can bet there…

Bill Blain
August 24, 2020

Economy Monetary Theory

Blain’s Morning Porridge: 21 August 2020, John Law’s MMT reprise

Blain’s Morning Porridge – 21st August 2020 – John Law’s MMT revisited “Earlier today apparently a woman rang the BBC…

Bill Blain
August 21, 2020

Economy Stocks

Blain’s Morning Porridge, Aug 20 2020: Covid today, Debt Tomorrow

Blain’s Morning Porridge – August 20 2020: Covid today, Debt Tomorrow “In order to save the village we had to…

Bill Blain
August 20, 2020

Economy Financial Crisis Humour

Blain’s Morning Porridge – Aug 13 2020 – Who to Blame?

Blain’s Morning Porridge – Aug 13 2020 – Who to Blame? “Just doing my job sir…” I feel a bit…

Bill Blain
August 13, 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 »