


Financial Commentary for Smart People


Financial Commentary for Smart People
Category Investing


Leverage, Liquidity and Volatility – the three pale riders of value destruction

A series of unpredictable things that might or might not happen in 2022!

Investment Guidelines for the Zeitgeist Market

Act Big, Think Careful
Blain’s Morning Porridge – Feb 17 2020 – Act Big, Think Careful “The secret of getting ahead is getting started.”…
Party On!
Blain’s Morning Porridge – Feb 16th 2020 – Party On! Don’t get angry, read my lips, we’ve all got, new…
Tech, Luck and Megatrends
Blain’s Morning Porridge – 12 Feb 2021: Tech, luck and Megatrends “Games are won by players focused on the playing…
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…
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…
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…