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

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 »