Category Markets

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

Markets Bonds News

Blain’s Morning Porridge – June 12 2020: Worst day till next one!

Blain’s Morning Porridge – June 12th 2020 – Worst day till the next one.. “When Black Friday comes, I’ll stand…

Bill Blain
June 12, 2020

Monetary Theory Covid Markets

Blain’s Morning Porridge – June 10 2020: A Wicked Game

Blain’s Morning Porridge – June 10th 2020 – A wicked game.. “It’s strange what desire will make foolish people do..”…

Bill Blain
June 10, 2020

Markets Economy News

Blain’s Morning Porridge – June 2 2020 – An Obscene Orgy

Blain’s Morning Porridge – June 2nd 2020 – An Obscene Orgy “He spoke of lands not far, for lands they…

Bill Blain
June 2, 2020

Markets EU

Blain’s Morning Porridge – May 29th 2020: Yoorp Never Disappoints

Blain’s Morning Porridge – 29th May 2020 – Yoorp never disappoints! “Where Alph, the sacred river, ran through caverns measureless…

Bill Blain
May 29, 2020

Bonds Covid Economy Markets

Blain’s Morning Porridge – May 28 2020: A New Dawn?

Blain’s Morning Porridge – May 28th 2020 – A New Dawn? “Smoke pourin’ out a box car door… in the…

Bill Blain
May 28, 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

Markets Covid Europe

Blain’s Morning Porridge – May 19 2020 – Yoorp Kicks The Can

Blain’s Morning Porridge – May 19th 2020 – Yoorp kicks the can! “I don’t think I could stand another ten…

Bill Blain
May 19, 2020

Covid Europe Markets QE

Blain’s Morning Porridge – May 4 2020 – Is it Spring Time?

Blain’s Morning Porridge – May 4th 2020 “Why that’s absurd, the wing is on the bird” Economies are poised to…

Bill Blain
May 4, 2020

Economy Boeing Markets Rant

Blain’s Morning Porridge (1) May Day 2020: Boeing – Marx Wins

Blain’s Morning Porridge – May Day 2020 “I fly because it releases my mind from the tyranny of petty things.”…

Bill Blain
May 1, 2020

Amazon is no longer the New New Thing – Doesn’t it look tired?
January 27, 2022
Dismiss FOMO and Speculation! The markets will focus on fundamentals in 2022 – which means taking a long hard look at everything we think we know, and figuring out what ain’t necessarily so. Amazon is a case in point – just how deep is its moat, and what might revelations of an internal toxic culture do to its price?Read More »
Don’t worry about timing buy-the-dip. Its more fundamental than that.
January 25, 2022
After yesterday’s dramatic market roller-coaster, traders are wondering if it’s a buy-the-dip moment. They probably will. But the narrative has reversed. The improbable tech stocks into substantial correction territory have a considerable way still to fall if history is any guide.Read More »
Tech Stocks’ Reality Bites Moment has Arrived..
January 24, 2022
Tech stocks have taken a thumping this year – a well-timed reality check or a threat to bring down the whole market? Probably time for a clean out of all the speculative, improbable and fantastical perpetual motion machines that beguiled IPO and SPAC investors during the easy money era. Reality bites and it’s time to get real..Read More »
Militant ESG has become the biggest threat to solving climate change and energy transition
January 21, 2022
It’s easy to say no to an investment likely to generate hostile news. It’s simple to go along with increasingly Militant ESG rhetoric on gas to avoid negative headlines. But - we will fail to reach Carbon Net-Zero unless gas remains part of the transition equation and governments get a grip on energy strategies.Read More »
China easing rates triggers economic divergence, and highlight potential distortion risks
January 20, 2022
As the West reopens, China’s lockdowns remain draconian. It has eased rates on the back of growth concerns. The result is growing monetary divergence, and China looks set to go down the same monetary experimentation route the West is now trying to reverse.Read More »