Category Facebook

Blain’s Morning Porridge Facebook Metaverse

The Metaverse – much, much bigger than Facebook

Facebook is now Meta, and Meta wants to own the Metaverse. Just what is the Metaverse, what are the opportunities, and can Mark Zuckerberg repeat the success of Facebook by monetising a whole new way of doing business, or is it shaping up to be something much, much more?

Blain’s Morning Porridge Facebook Regulation

Digital Cancer – Will Facebook go the Way of the Tobacco Companies?

The market has apparently shrugged off the platform outages and whistleblower testimony on Facebook’s prioritisation of profits over people. Or is Facebook mortally wounded and a regulatory quietus inevitable? Can the social media genie be put back in the bottle?

Militant ESG has become the biggest threat to solving climate change and energy transition
January 21, 2022
It’s easy to say no to an investment likely to generate hostile news. It’s simple to go along with increasingly Militant ESG rhetoric on gas to avoid negative headlines. But - we will fail to reach Carbon Net-Zero unless gas remains part of the transition equation and governments get a grip on energy strategies.Read More »
China easing rates triggers economic divergence, and highlight potential distortion risks
January 20, 2022
As the West reopens, China’s lockdowns remain draconian. It has eased rates on the back of growth concerns. The result is growing monetary divergence, and China looks set to go down the same monetary experimentation route the West is now trying to reverse.Read More »
Global Travel may reopen – but just how uncertain is the outlook for aviation?
January 19, 2022
Airlines are likely to get a knee-jerk boost when global travel reopens post pandemic, but the outlook facing the aviation sector in terms of balance sheet shattered airlines, struggling aircraft manufacturers, reluctant consumers and a glut of older aircraft has seldom been so uncertain. Yet, in times of confusion there is opportunity!Read More »
Covid isn’t over yet and its changing the ways consumers behave
January 17, 2022
How much has Covid changed people, markets and the way the global economy works? The event has triggered significant phycological, behavioural and expectational changes across society, and we can only guess how they will ultimately play out in terms of consumption and politics. It ain’t over till it’s over!Read More »
A series of unpredictable things that might or might not happen in 2022!
January 14, 2022
Occasionally the Morning Porridge strikes a lucky insight on markets – this morning here are some thoughts on how 2022 markets and events may or may not develop. If they occur I shall hail myself an investment genius. If not, can we quietly forget them?Read More »