Category Megatrends

Blain’s Morning Porridge Artificial Intelligence Bonds Businesses Capitalism central banks China corporate debt Currencies Debt deflationary bust distortion Economy Energy food geopolitics Green Energy Inflation Investing Megatrends Political risk Recession stagflation Supply Chains

The Long and the Short and the Tall of trying to figure out investment strategies.

Markets are focused on the immediate debt-ceiling crisis, and the short-term game of guessing rates vs inflation. Down the line are the bigger challenges of the medium and long-term: issues we need to be investing in now to garner long-run returns or just to survive!

Blain’s Morning Porridge AI Artificial Intelligence Capitalism Megatrends Metaverse Tech

Microsoft has a hissy fit, but Big Tech ain’t nothing new or innovative any more.

Microsoft would rather do business in Europe than the UK when it comes to global gaming. Name me a famous European game? BIG TECH is turning stale. Bring on the next new, new thing.

Activision, Big Tech, Competition Rules, Microsoft
Bill Blain
April 27, 2023
6

Blain’s Morning Porridge Capitalism China defence Economy Europe Global Growth Megatrends USA

China vs the USA – Does it have to be war?

China will remain the driver of global growth as the West continues to slide. The economy is reopening swiftly, raising increased fears of de-dollarisation. It’s easy to get emotional, but the reality is its happening, get used to it, and figure out the outcomes. They may surprise you..

China, Growth, IMF, USA
Bill Blain
April 18, 2023

Blain’s Morning Porridge Climate Change ESG Megatrends

World Ocean Day – If We Look After Them, They Will Look After Us!

Its World Ocean Day – without the oceans we would not exist. We’re finally waking up to the reality of how oceans regulate and benefit the planet. We are learning to treat them better, yet there is so much more they could provide.

Environment, Sealife, Tidal Energy, World Ocean Day
Bill Blain
June 8, 2022
9

Blain’s Morning Porridge Capitalism central banks Climate Change commodities distortion ECB Economy ESG Financial Assets Government Policy Megatrends Monetary Policy Recession taper

2021 – That was the Year that Was…

“The future may dimly be perceived through the veil of the past”, sounds like bad poetry, but has a point. The confusions and conflabulations that characterised 2021 will likely set the tone for what’s coming – what were the key themes of 2021? Best to understand them before trying to fathom what comes next.

Review of 2021
Bill Blain
December 13, 2021
1

Blain’s Morning Porridge Apple Megatrends Tech

Apple has a monopoly on being Apple!

Highlight event today is Apple launching new bright-shiny-things. Apple is unique – it has a monopoly of being Apple! For how long?

Apple, Big Tech, Monopoly
Bill Blain
September 14, 2021
3

Blain’s Morning Porridge China Cyberstrike Economy Market Crash Markets Megatrends Supply Chains USA

Brace, Brace, Brace: Global Supply Chains, Instability and Archegos

You could not make this up; an unimaginably complex WW3 Techno-thriller unfolding as markets stumble and global supply chains hover on the edge of anarchy. On the other hand, maybe that’s just the way it was planned.

Archegos, China, Coronavirus, Global Economy, Supply Chains, US
Bill Blain
March 29, 2021
10

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

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 »
The Long and the Short and the Tall of trying to figure out investment strategies.
May 19, 2023
Markets are focused on the immediate debt-ceiling crisis, and the short-term game of guessing rates vs inflation. Down the line are the bigger challenges of the medium and long-term: issues we need to be investing in now to garner long-run returns or just to survive!Read More »
Bank of England confirms sticky inflation and reflation, and the big lesson from the Ukraine war.
May 18, 2023
Two parts this morning: What the Bank of England actually said, and The Big Lesson from the Ukraine War is simple: “Things are seldom as bad as we fear, but never as good as we hope.” Global geopolitics and markets have taken a knock, but will coalesce around whatever new global links emerge.Read More »