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Blain's Morning Porridge

Financial Commentary for Smart People

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Blain's Morning PorridgeBlain's Morning Porridge
Blain's Morning Porridge

Financial Commentary for Smart People

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Blain’s Porridge Extra – Is GE Going to Repay its Debt?

Blain’s Porridge Extra – Is GE going to repay its debt?  “There is a difference…

  • Bill BlainBill Blain
  • 22-11-2018
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Blain’s Morning Porridge – Nov 21st 2018

Blain’s Morning Porridge – 21st November 2018 “I’ve always admired Capital Mainwaring.” [I don’t!] I…

  • Bill BlainBill Blain
  • 21-11-2018
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Blain’s Morning Porridge – Nov 20th 2018

Blain’s Morning Porridge – 20th November 2018 “For every Netflix there is a Blockbuster. Every…

  • Bill BlainBill Blain
  • 20-11-2018
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Blain’s Morning Porridge – 19th November 2018

“Mon Centre cede, ma droite recule, situation excellente, j’attaque..” Oh No…! its Monday again.. So…

  • Bill BlainBill Blain
  • 19-11-2018
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Blain’s Morning Porridge – Nov 16th 2018 (Brexit Free!)

Blain’s Morning Porridge  – 16th November 2018 “Reversion to the mean is the iron rule…

  • Bill BlainBill Blain
  • 16-11-2018
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Blain’s Morning Porridge – Nov 15th 2018

Blain’s Morning Porridge  – 15th November 2018 “This was the most unkindest cut of all…”…

  • Bill BlainBill Blain
  • 15-11-2018
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Blain’s Morning Porridge – Nov 14 2018 – Peak Brexit?

Blain’s Morning Porridge  – 14th November 2018 “Fog in Channel, Continent Cut Off…”   In…

  • Bill BlainBill Blain
  • 14-11-2018
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Blain’s Morning Porridge – Nov 8th 2018

Blain’s Morning Porridge  – 8th November 2018 “The English, a regiment from the county of…

  • Bill BlainBill Blain
  • 8-11-2018
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Recent Porridge

  • An Open letter to the Mayor of London, Sadiq Khan, and the Housing Minister Rachel Maclean

    An Open letter to the Mayor of London, Sadiq Khan, and the Housing Minister Rachel Maclean

    March 24, 2023
    Outrageous rental increases and the naked greed of professional landlords will result in a dearth of young workers priced out of London. It will destroy the City’s economy and negatively impact the UK even more conclusively than the Luftwaffe, political mistakes, global banking crisis, pandemic or recession.Read More »
  • Banks, The Fed, Rates, Inflation = A Stagflationary Bust?

    Banks, The Fed, Rates, Inflation = A Stagflationary Bust?

    March 23, 2023
    The Fed tries to be dovish to calm market fears, but banking fears and inflationary threats on the economy may lead us somewhere new: A Stagflationary Bust!Read More »
  • What next for Banks in wake of CoCo crisis from Credit Suisse and Rising Inflation?

    What next for Banks in wake of CoCo crisis from Credit Suisse and Rising Inflation?

    March 22, 2023
    Just how vulnerable are banks to further contagion and crisis? With inflation still running loose, central banks still set to hike, while consumer and corporate pressures mount, the banking crisis may only just have started.Read More »
  • CoCos, AT1s – Proved Right at Last!

    CoCos, AT1s – Proved Right at Last!

    March 21, 2023
    The “rescue” of Credit Suisse, thereby averting a European banking  crisis, is getting less comment than the nixing of its $17.5 bln of CoCo Bonds. I’ve been warning about CoCos since 2011. Finally I got something right!Read More »
  • The War Between Market Stability and Chaos hots up – How will it play?

    The War Between Market Stability and Chaos hots up – How will it play?

    March 17, 2023
    Central Banks face a mighty challenge persuading markets and depositors the banking system is stable. The war between chaos and order in markets has turned hot. At stake is the stability and future of the global economy. Anyone for the last few choc ice?Read More »


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