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Blain’s Morning Porridge – Nov 18 2020: That Time of The Year

Bill Blain
November 18, 2020
News

Watching the Sky for Clues
April 20, 2021
There is general sense “something wicked this way comes” towards current priced for perfection markets, but trying to define the exact N0-see-um likely to trigger a market correction or meltdown is a notoriously pointless game. However, there are plenty of ways to prepare for whatever comes next….Read More »
Viva la revolution! Futbol Libre! Futbol Libre!
April 19, 2021
Football, the beautiful game, is anything but pretty this morning. Could the mass-revulsion trigger something fundamental in terms of the shift towards stakeholder capitalism? Meanwhile, markets remain on highs, but there as signs the madness has gone too far. Do cracks in cryptos and over-priced stocks mean a wobble is coming? And, as the Shanghai Motor Show gets headlines – …Read More »
There is a great pestilence [still] upon the land
April 16, 2021
Markets are celebrating spring, rebirth and recovery. The problem is the pandemic is not over, and may continue to cast is baleful malice over markets for decades. Meanwhile… would you appoint an ESG-compliant, full-on Woke gender & diversity championing Head-hunter to find you the next killer quant-trader?Read More »
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 »

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