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

The Truth underperforms Pravda, Bitcoin and Evergrande
October 22, 2021
If there is common theme to some of the market’s speculative bubbles its their thin supporting veneers of fake credibility and plausible deniability. Trump’s Social Media empire, Bitcoin and Evergrande – all share a core of fundamental emptiness.Read More »
UK Banks – Digital Dinosaurs
October 21, 2021
As UK bank reporting season kicks off, the dull, boring, predictable UK banks should look good. But the reality is they are dinosaurs – their failure to digitise and evolve leaves them vulnerable to tech-savy FinTechs and Challenger filling their niche. If the future of modern finance is a Tech hypersonic missile… British Banks are still building steam trains. Read More »
Transitory leads to Permanent Mistakes
October 19, 2021
The biggest risk to markets have always been policy mistakes by central banks and/or governments. The risks are rising as confusions about inflation abound. The reality is Central banks have tripped themselves – by assuring us inflation was transitory, they’ve pretty much nailed on its permanence!Read More »
On Holiday: So, Farewell to all that…
October 13, 2021
One simply can’t ignore a bleeping email. So much for being on holiday, but this week I will simply observe and repeat: please don’t break the market while I’m out!Read More »
Boris’ Economics Plan scores an E-
October 7, 2021
Boris whipped the Tory faithful into a frenzy with his “wizard” economic plans, but it was empty, hollow and doomed bluster full of soundbites and repeating policy mistakes like austerity and higher taxes. It’s time for Government to get radical and retro-build the economy from top to bottom – all of which is imminently possible if they learn the lessons …Read More »