Category Trump

China Trump USA

Blain’s Morning Porridge – Nov 24 2020: Glimmering Hope?

Blain’s Morning Porridge – Nov 24 2020: Glimmering Hope? “Up the hill, the sheep bleat, oblivious to the rise and…

Bill Blain
November 24, 2020

Economy Covid Trump

Blain’s Morning Porridge – 12 Mar 2020 – Trump’s left US unready

Blain’s Morning Porridge – March 13th 2020 “Climb Mount Fuji” I don’t think we will be getting any kind of…

Bill Blain
March 12, 2020

Covid Financial Crisis Trump

Blain’s Morning Porridge – Mar 10 2020 – Buy Dips or Sell Rally?

Blain’s Morning Porridge – March 10th 2020 “The Renaissance took place in an era of chaos and plague” After yesterday’s…

Bill Blain
March 10, 2020

Coinbase success – but what does it mean?
April 15, 2021
Coinbase’s direct listing was a muted success. It looks likely to trade in line with volatile bitcoin and other cryptos. On the back of the claims of increased “adoption” of Crypto by the Street, the exchange has first mover status meeting the need for the facilitation of safe crypto investment while expanding services for holders – but what does it …Read More »
Yoorp’s Big Bond Bonanza
April 14, 2021
Europe’s plans for a €1 trillion bond programme will create a single US Treasury scale market, but who agreed it? The big risks are the imperfect non-democracy’s funding programme will magnify political volatility, while empowering bad political deals.Read More »
Investment Guidelines for the Zeitgeist Market
April 13, 2021
The outlook for the UK looks rosier as pubs reopen, vaccinations beat targets, and the economy grows. But, how should investors be looking at markets when financial assets already look overpriced, and there are clear bubble risks ahead? It’s a matter of staying calm, reading the runes and understanding the markets new mindset!Read More »
The Great Transition: Monetary hopes to Fiscal reality
April 12, 2021
How long can markets party on like there is no tomorrow? The thing is – there always is and the hangover is bound to hurt, which is an apt metaphor as English pubs reopen today ! Markets need to prepare for the inevitable consequences of the big transition from 12 mixed years of fairly useless monetary experimentation to a future …Read More »
Greenwashing the ugly truth about Oceans
April 9, 2021
Seaspiracy is a shocking, flawed, yet critical film. It should set the market thinking about what sustainability really means, addressing how we skirt the real issues on climate change and environmental degredation. It should provide a much-needed kick up the a**e to box-ticking ESG investment stupidity.Read More »