


Financial Commentary for Smart People


Financial Commentary for Smart People
Category Tech


Don’t Fight The Fed?

Big Tech & Little Retail
Tech, Luck and Megatrends
Blain’s Morning Porridge – 12 Feb 2021: Tech, luck and Megatrends “Games are won by players focused on the playing…

Blain’s Morning Porridge – Dec 9 2020: Outrageous Predictions
“Eureka! The formula for success is letting others do the work, and then take all the credit!” This is the…

Blain’s Morning Porridge, 14th Oct 2020: The Streaming Wars
“Tell him I’ve just worked out a completely new strategy. It’s called running away.” Not a lot to cheer in…

Blain’s Morning Porridge, Sept 2 2020: Irrational is rational
Blain’s Morning Porridge, Sept 2 2020: When irrational is rational “I don’t love the idea of being a house cat,…

Blain’s Morning Porridge – Aug 24th 2020: Wokery and Batteries
Blain’s Morning Porridge – Aug 24th 2020: Wokery and Batteries “If a goal is worth achieving, you can bet there…

Blain’s Morning Porridge: Aug 12 2020 – The Era of Debtstolation
Blain’s Morning Porridge – Aug 12 2020 – The Era of Debtstolation? “The lone and level sands stretch far away…”…
Blain’s Morning Porridge – July 31 2020: Consequences?
Blain’s Morning Porridge – July 31 2020 – Consequences? “I see the bad moon rising..” There are clues in this…