Blain's Morning Porridge

Financial Commentary for Smart People

Blain's Morning Porridge

Financial Commentary for Smart People

Category NHS

Blain’s Morning Porridge Climate Change ECB Europe geopolitics NHS Pensions Russia UK Ukraine USA

General Winter has always been Russia’s Most Able Military Leader.

COP27 is about the politics of global energy – energy being the lifeblood of growth and prosperity. The Ukraine war’s outcome is also about energy: can Europe withstand Russia’s General Winter and coordinated assaults on its’ economy and political stability.

General Winter
Bill Blain
November 8, 2022
6

Blain’s Morning Porridge Healthcare NHS UK

The NHS can be Fixed, but it’s not in the interest of politicians to try

How do we fix the UK’s broken National Health Service? Don’t expect much from politicians – fixing the NHS is politically dangerous, might take decades, and is way beyond the time frame of the next election. It’s better to tinker, make some noise and do little. There are many reasons the NHS is effectively broken, but even more reasons to be hopeful it can be fixed – if we can just muster the vision and imagination to make it happen and use tech!

Healthcare, NHS, UK
Bill Blain
September 30, 2022
17

Blain’s Morning Porridge Bank of England Economy Financial Crisis NHS Political risk Politics UK UK Debt UK Healthcare

The UK risks losing its status as a sound financially sovereign nation

The UK is at risk of breaking its “Virtuous Sovereign Trinity” of stable politics, currency and bond markets. Collapsing confidence in politics to stem the slide in sterling and thus Gilts, could see the UK stumble into a crippling Sovereign Financial crisis sooner than we think possible.

GBP, Gilts, Liz Truss, Rishi Sunak, Sterling, UK, UK Sovereign RIsk
Bill Blain
August 31, 2022
13

Markets NHS

Blain’s Morning Porridge – July 10, 2020 – The World Shifts

Blain’s Morning Porridge, July 10th 2020 – The World Shifts “Carthago delenda est” Did you feel the world wobble last…

Bill Blain
July 10, 2020

What’s the real story in China?
January 27, 2023
While the rest of the world hiked to fight inflation, China has embarked a sprint to reopen the economy; easing rates, mortgages, property lending and loans. The question is can it succeed when demographics, trade and the laws of growth may have already moved against them?Read More »
Buy Gold to fund Bottom Fishing!
January 26, 2023
Gold – can’t eat it, can’t use it, but its everything crypto never was: tangible, exchangeable, a store of value, and a kitty for when things get tough. In uncertain markets…. Don’t forget the yellow stuff.Read More »
Trains: An Open Letter to Paul Holmes, MP (Conservative)
January 24, 2023
I have worked in finance for nearly 40 years. I have withstood phycotic managers, overcome multiple business hurdles, survived a major health scare and triumphed as a small firm guy against big vested interests.. but I am pretty sure it will British Railways that will put me in a box. This morning a rant:Read More »
Don’t worry about the UK – I’ve got an idea…
January 23, 2023
Gosh… The Rest of the World wonders how the UK has suddenly become a corruption-raddled third world kleptocracy. The optics are terrible. Even the Russians are moving out! Fortunately, there may be a solution: let’s be British about it, and show everyone we can do political knavery better than anyone else!Read More »
Forget inflation – its interest rates that will set markets and drive new growth.
January 20, 2023
Around the globe everyone thinks inflation is beaten. It may well be, but the consequences will persist. Interest rates may not “pivot” the way market optimists hope, with profound implications for equities and bonds. We are into a new market cycle of normalised rates and corporate fundamentals. All-in-all, that’s a good thing for growth!Read More »