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
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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

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 »
Global Travel may reopen – but just how uncertain is the outlook for aviation?
January 19, 2022
Airlines are likely to get a knee-jerk boost when global travel reopens post pandemic, but the outlook facing the aviation sector in terms of balance sheet shattered airlines, struggling aircraft manufacturers, reluctant consumers and a glut of older aircraft has seldom been so uncertain. Yet, in times of confusion there is opportunity!Read More »
Covid isn’t over yet and its changing the ways consumers behave
January 17, 2022
How much has Covid changed people, markets and the way the global economy works? The event has triggered significant phycological, behavioural and expectational changes across society, and we can only guess how they will ultimately play out in terms of consumption and politics. It ain’t over till it’s over!Read More »
A series of unpredictable things that might or might not happen in 2022!
January 14, 2022
Occasionally the Morning Porridge strikes a lucky insight on markets – this morning here are some thoughts on how 2022 markets and events may or may not develop. If they occur I shall hail myself an investment genius. If not, can we quietly forget them?Read More »