Blain's Morning Porridge

Financial Commentary for Smart People

Blain's Morning Porridge

Financial Commentary for Smart People

Category Recession

Blain’s Morning Porridge Recession Supply Chains

How long will it take to Normalise, and what will Normal look like?

Christmas is cancelled as supply chains crumble, stagflation mounts and jobs are lost… How long will it last, will there be a buying opportunity, and what will a new normal economy look like?

Global Supply Chains, Recovery prospects, Tesla
Bill Blain
October 4, 2021
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Covid Air Travel Recession

Blain’s Morning Porridge – May 15 2020: How Bad is Bad?

Blain’s Morning Porridge – May 15th 2020 – How Bad is Bad? “In the face of pain there are no…

Bill Blain
May 15, 2020

Economy Government Policy Recession

Blain’s Morning Porridge May 13 2020 – Rising Policy Mistake Risk

Blain’s Morning Porridge – May 13th 2020 – Rising Policy Risks “How should men in suits know best when they…

Bill Blain
May 13, 2020

Covid Rant Recession Vaccine

Blain’s Morning Porridge – 24 April 2020 – Wonder cure falls flat

Blain’s Morning Porridge – April 24th 2020 “Watch what you say or they’ll be calling you a radical, liberal, oh…

Bill Blain
April 24, 2020

Covid Future Markets Oil Recession

Blain’s Morning Porridge – 21 April 2020 – This might be serious.

Blain’s Morning Porridge – April 21st 2020 “Life is about losing everything. Gracefully..” The headlines say it all this morning……

Bill Blain
April 21, 2020

Virus Recovery Recession

Blain’s Morning Porridge 17 April 2020 – How will recovery look?

Blain’s Morning Porridge – April 17th 2020 “One of these will surely screen out the sorrow, but where are you…

Bill Blain
April 17, 2020

Recession Bonds Oil Stocks

Blain’s Morning Porridge – April 3rd 2020 – Friday? Already?

Blain’s Morning Porridge – 3rd April 2020 “So, what do you think about a recession? Well, I thought about it…

Bill Blain
April 3, 2020

The Truth underperforms Pravda, Bitcoin and Evergrande
October 22, 2021
If there is common theme to some of the market’s speculative bubbles its their thin supporting veneers of fake credibility and plausible deniability. Trump’s Social Media empire, Bitcoin and Evergrande – all share a core of fundamental emptiness.Read More »
UK Banks – Digital Dinosaurs
October 21, 2021
As UK bank reporting season kicks off, the dull, boring, predictable UK banks should look good. But the reality is they are dinosaurs – their failure to digitise and evolve leaves them vulnerable to tech-savy FinTechs and Challenger filling their niche. If the future of modern finance is a Tech hypersonic missile… British Banks are still building steam trains. Read More »
Transitory leads to Permanent Mistakes
October 19, 2021
The biggest risk to markets have always been policy mistakes by central banks and/or governments. The risks are rising as confusions about inflation abound. The reality is Central banks have tripped themselves – by assuring us inflation was transitory, they’ve pretty much nailed on its permanence!Read More »
On Holiday: So, Farewell to all that…
October 13, 2021
One simply can’t ignore a bleeping email. So much for being on holiday, but this week I will simply observe and repeat: please don’t break the market while I’m out!Read More »
Boris’ Economics Plan scores an E-
October 7, 2021
Boris whipped the Tory faithful into a frenzy with his “wizard” economic plans, but it was empty, hollow and doomed bluster full of soundbites and repeating policy mistakes like austerity and higher taxes. It’s time for Government to get radical and retro-build the economy from top to bottom – all of which is imminently possible if they learn the lessons …Read More »