Lochaber No More
Everyone thinks current market volatility is due to the bond market acting like a bully. When it lashes out the market sells off in fright. Volatility is elevated and everyone is flustered about bursting bubbles
Blain's Morning Porridge
Financial Commentary for Smart People
Blain's Morning Porridge
Financial Commentary for Smart People
Category Markets
Don’t Fight The Fed?
There is an old market rule – don’t fight the Fed. Jay Powell has been crystal clear: rates are staying lower for longer. But the ongoing sell-off in Treasuries, and rising global bond yields, paints an interesting story of a market unconvinced rates can be held down
Near and Far, Why to Buy!
Interesting markets as tech wobbles on the perceived inflation threat while bond yields continue to edge upwards. In our regular virtual-office Monday huddle we debated whether the inflation threat is real, immediate or likely to be delayed
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…
To the Barricades
Blain’s Morning Porridge 28th Jan 2021: To the Barricades Is this the Market Spring? There is a serious mass delusion…
Blain’s Morning Porridge – Jan 12 2021: Accepting the Inevitable
Blain’s Morning Porridge – Jan 12 2021: Accepting the inevitable rise of markets “And the beat goes on, moving strong…
Blain’s Morning Porridge – January 4th 2021: A New Hope?
Blain’s Morning Porridge – January 4th 2021: A New Hope Misses the Obvious “It’s not fair to take it away…
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 Dec 2020 – Bearishly Pragmatic
“The only thing worse than being in Europe is not.” This is the last few days of this year’s charity…