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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

Blain’s Morning Porridge Alternative Assets Bitcoin cryptocurrencies Investing UK

Investment Guidelines for the Zeitgeist Market

The outlook for the UK looks rosier as pubs reopen, vaccinations beat targets, and the economy grows. But, how should investors be looking at markets when financial assets already look overpriced, and there are clear bubble risks ahead? It’s a matter of staying calm, reading the runes and understanding the markets new mindset!

Economy Blain’s Morning Porridge Investing Markets

Act Big, Think Careful

Blain’s Morning Porridge – Feb 17 2020 – Act Big, Think Careful “The secret of getting ahead is getting started.”…

Bill Blain
February 17, 2021

Markets Coal Mining Financial Assets Humour Investing

Party On!

Blain’s Morning Porridge – Feb 16th 2020 – Party On! Don’t get angry, read my lips, we’ve all got, new…

Bill Blain
February 16, 2021

Investing Megatrends Tech

Tech, Luck and Megatrends

Blain’s Morning Porridge – 12 Feb 2021: Tech, luck and Megatrends “Games are won by players focused on the playing…

Bill Blain
February 12, 2021

Blain’s Morning Porridge Investing Markets Stocks

Blain’s Morning Porridge, Dec 18 2020: Jingle Bell Rock

Blain’s Morning Porridge, Dec 18 2020: – Jingle Bell Rock “How do you spell Chanukah?” This is my final appeal to…

Bill Blain
December 18, 2020

Markets Covid Investing

Blain’s Morning Porridge – 15 June 2020 – Hard Hats at the Ready?

Blain’s Morning Porridge – June 15th 2020 – Hard hats? “I’m not ready for Monday – I’m going back to…

Bill Blain
June 15, 2020

Investing Markets

Blain’s Morning Porridge – 27 May 2020: The Power of Headology

Blain’s Morning Porridge – 27th May 2020 – Time to Learn Headology “Mumbled words and weird drawings in old books…

Bill Blain
May 27, 2020

Investing Virus Recovery

Blain’s Morning Porridge – May 5 2020: Markets are doomed. Great!

Blain’s Morning Porridge – May 5th2020 “He’s so fluffy I’m going to die…” A BBC producer once told me about…

Bill Blain
May 5, 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

Blame the central banks, say the politicans..!!!
May 16, 2022
Central Banks and Politics will be the dominant theme this week/month/year. Politicians are anxious to show inflation and recession are not their fault. Blame Central Banks! The Politics of Blame has profound consequences for markets.Read More »
NFTs 1, Blain Zero
May 13, 2022
NFTs are in the press for all the right reasons – insider trading, zero value and scams, but as digital assets in a digital world have enormous potential – for making your wallet lighter….Read More »
Woke and ESG are Dead! Long Live ESGG!
May 12, 2022
ESG is getting a bad press these days, blamed for energy insecurity and much else wrong with the allocation of capital. It needs to be refined: ESG version 2.1 will be critical for addressing the massive threats arising from social injustice and income inequality.Read More »
As markets correct, remember the wit and wisdom of Ace Greenberg!
May 11, 2022
Markets remain in a major correction – but fear not. When the hurly burly is done, what goes down and survives will (eventually) come back up! As the pain bites, I recommend the wit and wisdom of Ace Greenberg, the best banking CEO ever, a man who understood the primacy of common sense.Read More »
Shipping – a real world asset class, but complex!
May 10, 2022
Yesterday’s ongoing pain in crashing financial asset markets demonstrates the need to diversify portfolios and decorrelated returns. Shipping is one such asset; returns have been boosted by scarcity as a result of the pandemic – the question is: can these returns be maintained?Read More »