Category Taxes

Blain’s Morning Porridge Economy Fiscal Policy Monetary Policy Taxes

Will the agreement on global tax ever become a reality, and the real threat of financial asset inflation!

The G7 agreement is being hailed as a great step forward, but will it ever happen? Janet Yellen’s call for higher rates is a clear sign the problem of financial asset inflation will finally be addressed – the question is how painful the treatment and taper tantrum will be? Not addressing financial asset inflation is a far bigger risk than the debt crisis many monetary traditionalists perceive has grown from government pandemic spending.

Financial Asset Inflation, G7 Tax Agreement, Taper Tantrum
Bill Blain
June 7, 2021
1

Blain’s Morning Porridge Economy ESG Financial Assets Fiscal Policy Taxes UK USA

Interesting week that was…

The successful mass pushback on the European Super League may seem a minor issue contained in the sports arena, but it highlights growing voter dissatisfaction with politics, wealth inequality, questions who will pay for funding recovery, and just how much longer the speculative bubbles can continue as the world changes.

Bitcoin, bitcoin fraud, ESG, fiscal policy, Football, government, recession, Taxes, Turkey
Bill Blain
April 23, 2021
6

Capitalism Taxes

Till the pips squeak

Blain’s Morning Porridge – 5 Feb 2021: Till the pips squeak “Here’s to the founding fathers – slave-owning British Citizens…

Bill Blain
February 5, 2021

Amazon is no longer the New New Thing – Doesn’t it look tired?
January 27, 2022
Dismiss FOMO and Speculation! The markets will focus on fundamentals in 2022 – which means taking a long hard look at everything we think we know, and figuring out what ain’t necessarily so. Amazon is a case in point – just how deep is its moat, and what might revelations of an internal toxic culture do to its price?Read More »
Don’t worry about timing buy-the-dip. Its more fundamental than that.
January 25, 2022
After yesterday’s dramatic market roller-coaster, traders are wondering if it’s a buy-the-dip moment. They probably will. But the narrative has reversed. The improbable tech stocks into substantial correction territory have a considerable way still to fall if history is any guide.Read More »
Tech Stocks’ Reality Bites Moment has Arrived..
January 24, 2022
Tech stocks have taken a thumping this year – a well-timed reality check or a threat to bring down the whole market? Probably time for a clean out of all the speculative, improbable and fantastical perpetual motion machines that beguiled IPO and SPAC investors during the easy money era. Reality bites and it’s time to get real..Read More »
Militant ESG has become the biggest threat to solving climate change and energy transition
January 21, 2022
It’s easy to say no to an investment likely to generate hostile news. It’s simple to go along with increasingly Militant ESG rhetoric on gas to avoid negative headlines. But - we will fail to reach Carbon Net-Zero unless gas remains part of the transition equation and governments get a grip on energy strategies.Read More »
China easing rates triggers economic divergence, and highlight potential distortion risks
January 20, 2022
As the West reopens, China’s lockdowns remain draconian. It has eased rates on the back of growth concerns. The result is growing monetary divergence, and China looks set to go down the same monetary experimentation route the West is now trying to reverse.Read More »