Blain's Morning Porridge

Financial Commentary for Smart People

Blain's Morning Porridge

Financial Commentary for Smart People

Category Scotland

Blain’s Morning Porridge Scotland

Scotland – Does it have to be a binary question?

9 years after Scotland voted to stay in the United Kingdom, the neferendum continues as Sturgeon demands a recount. But does it have to be this way? Independence looks like economic suicide, but Scotland is a nation rich in inventive people. Maybe we need something different: a new Union of proud, independent but culturally aligned nations?

Bonds Blain’s Morning Porridge Scotland taper

Bonds Tell Truth, but the Market is Broken

The great Autumnal Bond Funding Season is upon us, but the looming taper of Central Bank Asset Purchase Schemes could well expose just how broken and dysfunctional bond markets have become. Markets always over-react to stress and panics, but when markets struggle with price discovery and liquidity the coming sell off could be magnified, which means a great buying opportunity in bonds may be coming!

Blain’s Morning Porridge Scotland

Only one contest matters in UK local Elections

UK Local Elections are pretty dull and meaningless affairs, but the vote in Scotland is perhaps an even more important plebiscite than Brexit. If the SNP achieve an absolute majority, then the UK could plunge into more years of uncertainty and distraction – whatever Boris thinks.

Brexit, Independence Referendum, Scotland, UK
Bill Blain
May 6, 2021
2

Blain’s Morning Porridge Europe Inflation Politics Scotland UK USA Virus Recovery

Failing Global Politics and Inflation will be a Nasty Shock

Across the Occidental Economy there seems a trend towards political failure as polarization, sleaze and opportunism takes hold, even as electorates suffer from increasing inequality and declining prospects. As the threat of post-pandemic inflation rises, the ingredients are all there for further instability and labour strife. It’s all happening as the geo-political spheres of influence between China and the West are being redrawn.

China, Geopolitics, Inflation, Political Risk, UK, UK Politics, USA
Bill Blain
May 4, 2021
1

Scotland Politics

Scots’ Wha Hae!

Blain’s Morning Porridge – Jan 25th 2025 – Scots’ Wha Hae! “Welcome to your gory bed, or to victory..” Tonight,…

Bill Blain
January 25, 2021

Scotland

Blain’s Morning Porridge – St Andrew’s Day 2020 – It Will Happen

Better it were for Whigs and Whiggery meeting the Devil than Donald MacGillavry! First this morning; a gentle reminder of…

Bill Blain
November 30, 2020

Vlad-the-Bad’s Energy War is resetting Geopolitics – but the West remains the likely winner.
October 7, 2022
The last few days have confirmed we are in a Global Economic Energy War. It is remaking the global order – and will have significant long-term effects on Global Markets. As the sides shift, there will be winners and losers.Read More »
The UK Fire Sale Highlights National Value, And Time For Change to Monetise Our Value!
October 6, 2022
The UK is not bust or broke. Smart investors are actively looking for bargains in the wake of the Trusster**ck. Its time for change to monetise the value of the UK for the UK!. Read More »
Investment Management Wakes Up To Risk – Too Late for Many!
October 5, 2022
Risk does not disappear. It hides in plain sight – as the investment industry will increasingly discover as crises mounts. Fortunately, there are SOB’s who have seen it before and are too aged to panic…Read More »
Cometh the hour, but will the right man or woman emerge?
October 4, 2022
There are lessons from the public humiliation of Kwasi Kwarteng for governments and corporates around the globe. If we are going to address the looming economic crises – then governments, central banks and financial instutions need to be on the same page. Read More »
The NHS can be Fixed, but it’s not in the interest of politicians to try
September 30, 2022
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 …Read More »