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Industry

  • Government Policy, Medtech & Health, sustainability, Politics, Covid, UK, NHS, Capitalism, Economy, Democracy, USA,
    May 13, 2025

    Care or Immigration – which don’t you want?

    Sir Keir Starmer has jumped aboard  the populist bandwagon, pandering to voters convinced immigration is the UK’s greatest challenge and threat. Silly me… I thought it was the Russians, or jobs, or the economy. The reality is aging nations need workers.

    read more
  • Life Lessons, sustainability, Charity, Democracy,
    April 17, 2025

    Markets are bounded by the society we wish to live in

    Society is a complex notion. It is a collection of rules and guidelines for living and when these are pressured, instability is often the result. Markets are part of modern society and are vulnerable – especially at times of massive change, as is happening now. That doesn’t mean disaster – it means evolution to what will follows. Inshallah.

    read more
  • Trade, Defence, Financial Crisis, Oil, Gas, Commodities, Market Crash, Energy, USA,
    April 8, 2025

    Trump is flexing muscles he doesn’t have…

    Up, down, shake it all about. Current markets are driven by short-term rumour and sigh about what Trump might do or say next on tariffs. However, the real threats are longer-term – how the global economy is increasingly vulnerable not just to trade and economics, but also the growing weakness and unravelling of US military might. The implications for global security could change everything.

    read more
  • Economy, Elon Musk, Tesla, Alternative Investments, UK, corporate debt, USA,
    March 19, 2025

    Lessons in Why Private Enterprise and Public Services Don’t Mix

    What’s not to like as the sun rises on a beautiful spring morning? Well… As the UK watches its public infrastructure tumble into wrack and ruin as a result of privatisation and financialisation, the USA is excited Elon Musk is doing such a great job at DOGE saving their tax-dollars. They might want to avoid a look at the shaky edifice of Musk’s tech empire as its core, Tesla, increasingly looks a hollow sham.

    read more
  • Trump, Cryptocurrencies, AI, Tesla, Artificial Intelligence, Energy, USA,
    January 23, 2025

    Peak-Musk, Stargate, Silk-Roads and the New Morality. Three days of Trump.

    The Trump Presidency is not short of surprises. It will generate all kinds of consequences. The first is we’re approaching Peak-Musk. Expect to see the battle between Musk and Sam Altman of OpenAI get brutal. That Trump is transactional is no surprise, but how will supporters consider his meme-coin monetisation of power?

    read more
  • Space, Elon Musk, SpaceX, Amazon,
    January 17, 2025

    The New Space Race: The Tortoise and the Hare.

    This has been a massive week for the expanding Space Economy. New launches from Blue Origin (6/10) and Space X (3/10), plus the UK set to fire up a rocket from Shetland! It’s a serious and difficult sector – and it’s going to become increasing competitive. Everyone is betting on Space X, bit is it froth over content?

    read more
  • Capitalism, Tesla, Cryptocurrencies, UK Debt, Pensions, Oil, Bitcoin, Global Growth, SpaceX, Businesses, Big Tech, Debt, European Sovereign Credit, Artificial Intelligence, Gold, Tech,
    December 12, 2024

    Who Wants to Be a Trillionaire?

     Who would possibly want to be a billionaire? Hated by the mob, a victim of evil governments holding you back with tax threats while denying your basic human rights – like a platinum gold bank account! Give me poverty anytime…

    read more
  • Capitalism, UK Debt, Pensions, AI, Oil, Global Growth, Businesses, Big Tech, Debt, Metaverse, European Sovereign Credit, Artificial Intelligence, Economy, Data, USA, Tech,
    December 10, 2024

    Why the USA might remain extraordinary and the power of Tech!

    Valuations in the USA look insane. Surely stock prices must be a bubble? Maybe. Maybe not – the USA has created a self-driving technology machine, a conveyor belt of tech innovation that’s set to continue delivering value and corporate profits. To understand it – ditch traditional thinking about economies.

    read more
  • Government, Trade, Politics, Economy, Democracy, Rail,
    December 6, 2024

    UK Railways represent broken Britain – they will take years to fix. Labour will get the blame.

    I feel sorry for Sir Keir Starmer. He’s become the UK’s most hated politician in a remarkably short period of time. It’s apparently all his fault. Labour’s dither illustrates the real crisis at the heart of broken Britain: long-term fixes for incoherent privately-owned infrastructure when politics focuses on the immediate here and now.

    read more
  • UK, Real Estate, Politics, Brexit, Capitalism, Economy, Democracy, Government,
    November 20, 2024

    UK Farmers Trigger the Revolution – Politely.

    Bring on the revolution! The UK has gone Full Stalin taxing Farmers. How very dare they! The reality is UK farming is a national treasure and should be a source of national pride – but the IHT revolt is a distraction from land price distortion, overly powerful monopolistic buyers, and Brexit incompetence by the previous shower in power!

    read more
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The Morning Porridge is not investment advice. It is market commentary based on discussions and information gathered from multiple sources believed to be reliable. No guarantee is given for its accuracy or completeness. It is not an offer to buy, sell or solicit investments or securities. The author may have a position in companies or institutions discussed in this commentary.

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