Category Energy

Blain’s Morning Porridge Bonds China Debt Economy Energy Equities geopolitics Inflation stagflation Stocks Supply Chains USA

2022 Outlook – Politics will be a worry, but Credit will be the Big Risk

Let me present a list of things to worry about next year. Inflation, US and China growth, Stagflation, Central Banks, Stocks, Climate and Equality, etc, etc.. But the big risks will be the consequences of US Politics and a Liquidity Meltdown in the Credit Markets.

Outlook for 2022
Bill Blain
December 14, 2021
8

Blain’s Morning Porridge Bonds central banks Climate Change Debt Energy

Market Judders As a Bleak Winter Begins

Did you feel markets judder when Powell spoke? The mood has changed as markets wake up to the danger Central Banks might just start doing their jobs. As Winter begins, Europe faces a bleak energy crisis of its own making. My solution? Buy a generator!

Bleak Winter Outlook, Energy Crisis, Market Judder
Bill Blain
December 1, 2021
6

Blain’s Morning Porridge Energy Inflation stagflation

Fraxious Markets, Real Inflation Fears, and Opportunity!

Fraxious markets as stocks wobble, fears rise, energy prices spike; what’s to worry about? Preparing for inflation would be one thing – but being ready for opportunity is another!

Inflation, Market Fears, Opportunity, Stagflation
Bill Blain
October 5, 2021

Blain’s Morning Porridge China Energy Markets USA

Part 1: What to fear most? Markets? Energy? America or China?

October is the cruellest month for markets. What to fear most? Markets? Energy? China? or America? Or will it be a “no-see-um” that sinks us?

Blain’s Morning Porridge Energy ESG Europe UK

The Looming Energy Crisis: People Are Going To Die This Winter

Porridge Extra – 30th September 2021: The Looming Energy Crisis: People Are Going To Die This Winter For many months…

Interest Rate Scenarios: Stick with the Normalisation Cure, or another Puff of QE Skunk?
November 30, 2023
Expectations of early interest rate cuts are high, especially as recession signals are set to rise through Q1 2024. Will Central Banks stay the course and normalise interest rates, or will be take the easy option of further low interest rate distortion?Read More »
Some of Charlie Munger’s Genius Investment Quotes – And why bonds won’t get much better!
November 29, 2023
Charlie Munger has left us a deep well of investment advice – pithy quotes we can all learn from. Pay attention and remain deeply, deeply sceptical. Meanwhile, the fact bond rates are falling does not mean the global economy is fixed. It means trouble ahead.Read More »
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 »