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Regulation

  • Fed, US dollar, Central Banks, Debt, Bonds, USA, Regulation,
    February 3, 2026

    We have to talk about Kevin…

    The nomination of Kevin Warsh as next Fed Chair has been rationalised as positive for stability and managing Trump. But will a new name on the desk means certainty will return? Nothing really changed within the Administration – Trump remains Trump and has a massive War Chest to fight the coming bitter Midterms.

    read more
  • Cryptocurrencies, Bitcoin, Government Policy, Regulation, Tech,
    June 12, 2025

    StableCoins? Please Explain…

    StableCoins? I am told they are revolutionising finance. Really? Stablecoins and other tokens will replace money, stock, shares and everything else… apparently. But can someone explain, simply, in plain English, how, what, and why they are better than what already exists?

    read more
  • Markets, Alternative Investments, Cryptocurrencies, Bitcoin, Stocks, Debt, Equities, Bonds, Regulation,
    December 5, 2024

    Bitcoin hits $100k – Time to sell the fact?

    Bitcoin breaking $100k was a judder moment in a market already awash with signs and portents suggesting irrational exuberance has gone too far, and a correction is coming. Meanwhile… the UK govt declares war on Porridge.

    read more
  • Banks, Bank Capital, CoCos, Credit Markets, Bonds, Regulation,
    November 27, 2024

    Barclays is a metaphor for the decline of the City of London.

    Barclays has been fined £40mm for being “Reckless” in its dodgy 2008 capital funding programme. The judgement hides a multitude of sins and failures, especially in terms of probity and governance. It’s another chapter and illustration of how greed and avarice sank the once world-class UK financial industry over the last 40 years.   

    read more
  • Equities, Political risk, Trump, Politics, Retail Investors, UK, USA, Regulation,
    June 4, 2024

    The Way We Live Now is full of bluff and bluster undermining markets and economies.

    The figures dominating the news and market flow are Nigel Farage, Donald Trump and Roaring Kitty? Where did it all go wrong? These “players” are overturning all the rules. Can markets survive when the fundamentals around them are undermined to such a dramatic extent?

    read more
  • Oil, Political risk, Capitalism, Geopolitics, Boeing, USA, Saudi Arabia, Regulation,
    May 31, 2024

    A Tale of Two Corporates: Boeing and Aramco.

    Compare and contrast Boeing and Aramco. Boeing – an extraordinary example of corporate failure. In the Middle East, soon to be King, Crown Prince Mohammed Bin Salman of Saudi Arabia is using Aramco’s wealth to shake the current regional order.

    read more
  • Bitcoin, Alternative Investments, Retail Investors, Big Tech, Capitalism, Monetary Theory, Regulation,
    January 12, 2024

    Bitcoin: It’s a Cult and has zero utility, but it’s likely to rally nevertheless – Why?

    Bitcoin has zero fundamental utility. It is cult that was designed and loaded to make its’ “high priests” rich. To understand how it will trade, forget common sense – focus on what it is, who the players are and what is likely to motivate and influence the price. On that basis Buttcon may be a cynical buy – but be prepared to exit early.

    read more
  • Central Banks, Bank of England, UK, Capitalism, Regulation,
    October 26, 2023

    Why is the City of London in Terminal Decline?

    Banker Bonus Caps: the only part of Liz Truss’ economic suicide plan to survive contact with reality! They were pointless, and utterly meaningless and nothing to do with why London is losing its place as the epicentre of global finance. Yet abandoning them is yet another Rishi Sunak mistake!

    read more
  • Artificial Intelligence, Retail Investors, Equities, Bonds, interest rates, Regulation,
    May 31, 2023

    AI Trading Bots? Retail Beware

    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
  • Politics, Businesses, Brexit, UK, Capitalism, Data, Economy, Government, Government Policy, Regulation, Amazon,
    February 24, 2023

    Note to Sir Keir Starmer: Clarkson’s Farm and the Hamble Quarry demonstrate how Bureaucracy is killing UK Growth

    Labour Leader Keir Starmer has announced growth is a core mission for the next UK government. He should look how Clarkson’s Diddley Squat Farm and the threat to obliterate my village of Hamble with a wholly unnecessary gravel quarry demonstrate how the UK’s local planning and over-regulation stifles growth, hope, and expectations. The process isn’t fit for any purpose. Bureaucrats have anything but the interests of local people in mind. Big money walks all over them.

    read more
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  • Geopolitics
  • Gold
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This publication is protected by US, UK and International Copyright laws. All rights reserved. No License is granted except for the subscriber’s personal use. Rights will be pursued.

The Morning Porridge is not investment advice. It is market commentary based on discussions and information gathered from multiple sources believed to be reliable. No guarantee is given for its accuracy or completeness. It is not an offer to buy, sell or solicit investments or securities. The author may have a position in companies or institutions discussed in this commentary.

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