Category Inflation

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

Greenwashing the ugly truth about Oceans
April 9, 2021
Seaspiracy is a shocking, flawed, yet critical film. It should set the market thinking about what sustainability really means, addressing how we skirt the real issues on climate change and environmental degredation. It should provide a much-needed kick up the a**e to box-ticking ESG investment stupidity.Read More »
Buy, Eat, Buy, Sleep, Repeat?
April 8, 2021
Markets are priced for perfection in a very imperfect world. As stocks hit new highs, are the bulls or bears correct? Politics are likely to be the major influence on where we go next, but lurking around the next corner might just be inflation.Read More »
What next, if anything, for Credit Suisse?
April 7, 2021
Markets were shaken but unstirred by the collapse of Greensill and the Archegos unwind trades. Credit Suisse is the ultimate loser of the two scandals – reputationally damaged and holed below the water line. The bank is paying the price of years of flawed management, poor risk awareness. and its self-belief it was still a Tier 1 global player. Its’ …Read More »
Markets Rally, but what about COVID?
April 6, 2021
Markets look set to rally strongly into Q2, but are they over-exuberant? The rise in deaths and new strains in Brazil hints the Covid war isn’t won yet, there are rising political risks in Europe, and widening wealth inequality is apparent everywhere. Just how solid are our expectations of stability, renewed global travel and recovery if Covid is here for …Read More »
Things Can Only Get ?
April 1, 2021
Q1 was “interesting”. More financial madness in 3 months than I’ve seen in 35 years, but at least it was fun. How much more sober and boring might the market become? Deliveroo’s botched IPO suggests Investors ain’t as stupid as we think.Read More »