Category Lockdown

Covid Lockdown Markets

Blain’s Morning Porridge – Sept 16 2020: Was Lockdown Mistake?

Blain’s Morning Porridge – Sept 16 2020: Was Lockdown Mistake? “It’s going to take years to get over the last…

Bill Blain
September 16, 2020

Boating Economy Lockdown Markets Politics

Blain’s Morning Porridge – June 18 2020 – Virus Is The Threat!

Blain’s Morning Porridge – June 18th 2020 – Virus remains the threat “Rich men, trust not in wealth. Gold cannot buy…

Bill Blain
June 18, 2020

Covid Government Policy Lockdown Rant

Blain’s Morning Porridge May 7 2022 – SimCity’s GDP to tumble 14%

Blain’s Morning Porridge – May 7th2020 “This is not a victory of a party or of any class… ” What…

Bill Blain
May 7, 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

Lockdown Covid Markets

Blain’s Morning Porridge – March 31 2020 – This is the End…

Blain’s Morning Porridge – 31st March 2020 “But what a fool believes he sees, no wise man has the power…

Bill Blain
March 31, 2020

AI Trading Bots? Retail Beware
May 31, 2023
Let’s assume the US Debt crisis is averted. What comes next? A full-on speculative bubble and hype around Artificial Intelligence is underway. How will AI influence trading strategies, or turn markets into gray-goo? Will AI trading prove to be little more than finding new innovative ways to relieve retail investors of their money?Read More »
The Importance of Real versus Maybe Returns in Investment
May 30, 2023
AI has become the markets new, new thang/bubble as investors pile into the new, new narrative forgetting the fundamental rules of investment are about generating dull, boring, predictable returns which look frothy in hot stocks, negative yields in bonds, thus positive returns from real assets stand out!Read More »
UK Inflation is Sticky… Wow! Try telling that to the Bank of England. Why?
May 25, 2023
Yesterday’s UK inflation numbers hint the Bank doesn’t understand the modern drivers of inflation or how to address them. It leaves some stark likely outcomes: stagflation or a Reflationary Death Scramble. Neither are good.Read More »
BRICS? China’s Economic Strategy is Propaganda-driven in the Geopolitical Rut.
May 24, 2023
There is a myth BRICS nations now exceed the GDP of the G7 West. It’s propaganda to boost a story of de-dollarisation, anti-G7 rhetoric and how China and its allies will create a stronger, more equal global market. It’s like watching Stags fight for dominance.Read More »
Fishing, Markets, the UK and the Scandal of the Libor Scandal!
May 22, 2023
Markets remain obscure and uncertain, but the UK’s virtuous sovereign trinity and financial exceptionalism is at stake as political graft mounts and a previous financial scandal comes back as a new one – the Libor Scandal needs investigation.Read More »