Financial Commentary for Smart People

Category QE

Blain’s Morning Porridge Alternative Assets Bonds QE Stocks

Watching the Sky for Clues

There is general sense “something wicked this way comes” towards current priced for perfection markets, but trying to define the exact N0-see-um likely to trigger a market correction or meltdown is a notoriously pointless game. However, there are plenty of ways to prepare for whatever comes next….

Alternatives, bonds, Football, Imminent crash?, Meteor Strike, stocks
Bill Blain
April 20, 2021
5

China Covid QE

Blain’s Morning Porridge – June 8 2020: Plans Change..

Blain’s Morning Porridge – June 8th 2020 – Plans and Expectations Change “I Choose Violence.” When the narrative starts to…

Bill Blain
June 8, 2020

QE Rant

Blain’s Morning Porridge – June 1 2020: The Disconnect Widens

Blain’s Morning Porridge – June 1st 2020 – The Disconnect Widens “Lemon tree very pretty and lemon flower is sweet.…

Bill Blain
June 1, 2020

Europe Germany QE

Blain’s Morning Porridge – May 6th 2020 Europe Wobbles

Blain’s Morning Porridge – May 6th 2020 “Let us sing more cheerful songs, more songs full of joy!” I am…

Bill Blain
May 6, 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

Covid Economy QE

Blain’s Morning Porridge – April 29 2020 – Its About Consequences

Blain’s Morning Porridge – 29th April 2020 “If this turns out to be another false alarm, I’ll be the biggest…

Bill Blain
April 29, 2020

Covid News QE

Blain’s Morning Porridge – April 20 2020: What is Real News?

Blain’s Morning Porridge – April 20th 2020 “I remember a voice from my past, “Gambling only pays when you’re winning”..”…

Bill Blain
April 20, 2020

Tech sector’s tectonic plates keep shifting
July 27, 2021
Yesterday’s events across Tech served to remind us it’s a fluid sector where what we believe one day may be false the next, but deep down there is bedrock. Crypto currencies saw a last-chance bubble pop, while Tesla genuinely surprised me by producing solid results – which don’t for one moment change my perspective its fatally overvalued. Meanwhile, the latest …Read More »
Be very suspicious of banks declaring diversity goals
July 26, 2021
Don’t be fooled by thin summer markets – the world has changed, markets no longer take August off. Yet, finance changes slowly - for all the talk about diversity it’s taking generations to change the mindset and sense of entitlement that underlies markets. Maybe a good shock will be no-bad-thing – but banks making statements about their diversity ambitions should …Read More »
To predict Europe’s future read some Japanese history..
July 23, 2021
The ECB has tweaked the words and now has low interest rates forever, and a new mandate to “tolerate” higher inflation. What will it achieve? To answer look at the failed 30 year experiment in Japan and the multiple parallels. The outlook for Europe as a global economic and innovative powerhouse looks shaky.Read More »
Markets are ignoring the new inflation reality
July 22, 2021
Markets have entirely recovered after their wobble earlier this week, but it’s based on a simple belief: central banks will stand behind markets. Investors are increasingly convinced inflation threats are irrelevant – and they are wrong to do so. Inflation risks are growing from immediate climate change, the costs of rising environmental instability and inflation leaching out of financial assets …Read More »
An Open Letter to Lutz Schueler, CEO of Virgin Media: Congratulations on your success in cutting out customers!
July 21, 2021
An open letter congratulating the CEO of Virgin Media, Lutz Schueler for perfecting the art of completely ignoring customers.Read More »