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

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Recent Porridge

It’s not over till it’s over, and it’s not over yet…
June 2, 2023
The immediate debt ceiling crisis has passed, but it’s not the end of the rolling uncertainty that characterises current markets. The pressures and tensions fuelling political division and driving maket uncertainty are set to increase rather than moderate.Read More »
AI Trading Bots? Retail Beware
May 31, 2023
Let’s assume the US Debt crisis is averted. What comes next? A full-on speculative bubble and hype around Artificial Intelligence is underway. How will AI influence trading strategies, or turn markets into gray-goo? Will AI trading prove to be little more than finding new innovative ways to relieve retail investors of their money?Read More »
The Importance of Real versus Maybe Returns in Investment
May 30, 2023
AI has become the markets new, new thang/bubble as investors pile into the new, new narrative forgetting the fundamental rules of investment are about generating dull, boring, predictable returns which look frothy in hot stocks, negative yields in bonds, thus positive returns from real assets stand out!Read More »
UK Inflation is Sticky… Wow! Try telling that to the Bank of England. Why?
May 25, 2023
Yesterday’s UK inflation numbers hint the Bank doesn’t understand the modern drivers of inflation or how to address them. It leaves some stark likely outcomes: stagflation or a Reflationary Death Scramble. Neither are good.Read More »
BRICS? China’s Economic Strategy is Propaganda-driven in the Geopolitical Rut.
May 24, 2023
There is a myth BRICS nations now exceed the GDP of the G7 West. It’s propaganda to boost a story of de-dollarisation, anti-G7 rhetoric and how China and its allies will create a stronger, more equal global market. It’s like watching Stags fight for dominance.Read More »