Category Trump

Blain’s Morning Porridge Capitalism China Energy Political risk Trump USA

Omens and Signs – what lies ahead?

Lots of small signals, rising rates, a tech wobble, Covid vs freedom, China’s Covid crisis and the anniversary of the Capitol riot make for a rich stew of confusion in today’s markets!

Capitol Riot, Covid in China, Energy Crisis
Bill Blain
January 6, 2022
3

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

The UK should lead by spending more on Defence – we can!
June 29, 2022
Inflation is increasing the burden of the UK’s debt, but it’s been well managed and should not impact as heavily as it might in other highly indebted nations. We can probably afford to spend more – especially in Defence, the primary duty of any state.Read More »
The End of American Exceptionalism Has Massive Market Consequences
June 27, 2022
The US just took another step towards the end of the Age of American Exceptionalism. It will have major consequences on markets and geopolitics. The West has limited time to prepare for some profound changes.Read More »
Has Covid Changed the Capital Markets for the Better?
June 24, 2022
Post-pandemic markets are challenging! We’re juggling multiple crises from inflation shocks, market wobbles and policy normalisation. Markets today are adjusting to the last 14 years of extraordinary monetary policy which have distorted the basis of markets and economic behaviours. Addressing them will be a long-term market challenge.Read More »
Blain vs Grass. Pollen Wins.
June 23, 2022
Forget Covid. Hay Fever is the immediate threat. And it’s whapped me.Read More »
Hubris, Tesla and Exploding Pigeons.
June 22, 2022
Would a Tesla survive a Kamikaze Pigeon attack? Tesla remains the tech stock that’s defying the ongoing valuations reality. Why? Because Musk still controls the narrative – and that may be about to change.Read More »