Category Tech

Blain’s Morning Porridge deliveroo ESG Special Purpose Acquisition Companies Stocks Tech Tesla

Things Can Only Get ?

Q1 was “interesting”. More financial madness in 3 months than I’ve seen in 35 years, but at least it was fun. How much more sober and boring might the market become? Deliveroo’s botched IPO suggests Investors ain’t as stupid as we think.

Deliveroo, ESG, Q1, Q2, SPACs
Bill Blain
April 1, 2021
5

Financial Crisis Blain’s Morning Porridge Markets Tech

Don’t Fight The Fed?

There is an old market rule – don’t fight the Fed. Jay Powell has been crystal clear: rates are staying lower for longer. But the ongoing sell-off in Treasuries, and rising global bond yields, paints an interesting story of a market unconvinced rates can be held down

Bill Blain
February 26, 2021

Tech Blain’s Morning Porridge Retail Investors

Big Tech & Little Retail

Two linked themes this morning – what about the little people? Most mornings I write about market macro and micro themes, but occasionally things happen that may just be a turning point. Two things to think about today: Big Tech and Retail Investors.

Bill Blain
February 19, 2021

Investing Megatrends Tech

Tech, Luck and Megatrends

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

Bill Blain
February 12, 2021

Tech Blain’s Morning Porridge Markets News

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…

Bill Blain
December 9, 2020

Tech

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…

Bill Blain
October 16, 2020

Markets Tech

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,…

Bill Blain
September 2, 2020

Tech Economy

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…

Bill Blain
August 24, 2020

Tech Apple

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…”…

Bill Blain
August 12, 2020

Economy Tech

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…

Bill Blain
July 31, 2020

Buy Gold to fund Bottom Fishing!
January 26, 2023
Gold – can’t eat it, can’t use it, but its everything crypto never was: tangible, exchangeable, a store of value, and a kitty for when things get tough. In uncertain markets…. Don’t forget the yellow stuff.Read More »
Trains: An Open Letter to Paul Holmes, MP (Conservative)
January 24, 2023
I have worked in finance for nearly 40 years. I have withstood phycotic managers, overcome multiple business hurdles, survived a major health scare and triumphed as a small firm guy against big vested interests.. but I am pretty sure it will British Railways that will put me in a box. This morning a rant:Read More »
Don’t worry about the UK – I’ve got an idea…
January 23, 2023
Gosh… The Rest of the World wonders how the UK has suddenly become a corruption-raddled third world kleptocracy. The optics are terrible. Even the Russians are moving out! Fortunately, there may be a solution: let’s be British about it, and show everyone we can do political knavery better than anyone else!Read More »
Forget inflation – its interest rates that will set markets and drive new growth.
January 20, 2023
Around the globe everyone thinks inflation is beaten. It may well be, but the consequences will persist. Interest rates may not “pivot” the way market optimists hope, with profound implications for equities and bonds. We are into a new market cycle of normalised rates and corporate fundamentals. All-in-all, that’s a good thing for growth!Read More »
CoCos and AT1 – cheap or still dangerous?
January 19, 2023
Banks are as safe as houses, till the moment they aren’t. Investment banks think the AT1 hybrid capital market looks cheap on the basis higher rates are good for banks. Rising defaults.. not so much. Bank hybrid capital is a complex area and not for the faint-hearted or ill-informed.Read More »