Blain's Morning Porridge

Financial Commentary for Smart People

Blain's Morning Porridge

Financial Commentary for Smart People

Category Future

Blain’s Morning Porridge Alternative Assets Bitcoin Bonds central banks China Debt ECB Energy European Sovereign Credit Financial Assets Future geopolitics Government Policy Inflation interest rates Investing lithium Markets Oil Political risk stagflation Tech

A series of unpredictable things that might or might not happen in 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?

2022 Predictions and Outlook, ARK and Bitcoin, VSI - Tesla
Bill Blain
January 14, 2022
7

Astrology Future

Blain’s Morning Porridge – July 20 2020: Time of the Comet?

Blain’s Morning Porridge, July 20 2020 – Time of the Comet? “When beggars die, there are no comets seen; the…

Bill Blain
July 20, 2020

Lockdown Businesses Debt Economy Future Investing Markets

Blain’s Morning Porridge – April 27 2020 – How will markets look?

Blain’s Morning Porridge – April 27th 2020 “The vicissitudes of fortune, which spares neither man nor the proudest of his…

Bill Blain
April 27, 2020

Covid Future Markets Oil Recession

Blain’s Morning Porridge – 21 April 2020 – This might be serious.

Blain’s Morning Porridge – April 21st 2020 “Life is about losing everything. Gracefully..” The headlines say it all this morning……

Bill Blain
April 21, 2020

UK Inflation is Sticky… Wow! Try telling that to the Bank of England. Why?
May 25, 2023
Yesterday’s UK inflation numbers hint the Bank doesn’t understand the modern drivers of inflation or how to address them. It leaves some stark likely outcomes: stagflation or a Reflationary Death Scramble. Neither are good.Read More »
BRICS? China’s Economic Strategy is Propaganda-driven in the Geopolitical Rut.
May 24, 2023
There is a myth BRICS nations now exceed the GDP of the G7 West. It’s propaganda to boost a story of de-dollarisation, anti-G7 rhetoric and how China and its allies will create a stronger, more equal global market. It’s like watching Stags fight for dominance.Read More »
Fishing, Markets, the UK and the Scandal of the Libor Scandal!
May 22, 2023
Markets remain obscure and uncertain, but the UK’s virtuous sovereign trinity and financial exceptionalism is at stake as political graft mounts and a previous financial scandal comes back as a new one – the Libor Scandal needs investigation.Read More »
The Long and the Short and the Tall of trying to figure out investment strategies.
May 19, 2023
Markets are focused on the immediate debt-ceiling crisis, and the short-term game of guessing rates vs inflation. Down the line are the bigger challenges of the medium and long-term: issues we need to be investing in now to garner long-run returns or just to survive!Read More »
Bank of England confirms sticky inflation and reflation, and the big lesson from the Ukraine war.
May 18, 2023
Two parts this morning: What the Bank of England actually said, and The Big Lesson from the Ukraine War is simple: “Things are seldom as bad as we fear, but never as good as we hope.” Global geopolitics and markets have taken a knock, but will coalesce around whatever new global links emerge.Read More »