Category Investing

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

Investing Global Growth

Blain’s Morning Porridge – April 15 2020 – Keep Buying? TINA

Blain’s Morning Porridge – April 15th 2020 “Shoebox in middle of road? Luxury… You had it lucky..” What is the…

Bill Blain
April 15, 2020

To predict Europe’s future read some Japanese history..
July 23, 2021
The ECB has tweaked the words and now has low interest rates forever, and a new mandate to “tolerate” higher inflation. What will it achieve? To answer look at the failed 30 year experiment in Japan and the multiple parallels. The outlook for Europe as a global economic and innovative powerhouse looks shaky.Read More »
Markets are ignoring the new inflation reality
July 22, 2021
Markets have entirely recovered after their wobble earlier this week, but it’s based on a simple belief: central banks will stand behind markets. Investors are increasingly convinced inflation threats are irrelevant – and they are wrong to do so. Inflation risks are growing from immediate climate change, the costs of rising environmental instability and inflation leaching out of financial assets …Read More »
An Open Letter to Lutz Schueler, CEO of Virgin Media: Congratulations on your success in cutting out customers!
July 21, 2021
An open letter congratulating the CEO of Virgin Media, Lutz Schueler for perfecting the art of completely ignoring customers.Read More »
Markets and how Tech is going to kill us all
July 21, 2021
Markets are fretting. Up one day and down the next? Do they believe in the dire fundamentals or inflation threat, or keep buying Central Banks juicing the markets? Never mind; hot disruptive tech stocks can only ever go up… But where do they eventually lead us? I suspect Tech will eventually kill us all…Read More »
Freedom? Markets and Climate Chaos
July 19, 2021
Its “Freedom Day” in the UK, but it feels same as, same as. Bond markets look stressed, but freak weather is raising the probability government intervention dwarfing the scale of the pandemic may become necessary. There will not be a gradual, ordered progression to a new higher temperature climate. Instead… the reality looks like high-cost chaotic freak-weather events becoming increasingly …Read More »