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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 Morning PorridgeBlain's Morning Porridge
Blain's Morning Porridge

Financial Commentary for Smart People

  • News

Blain’s Morning Porridge – 13th Feb 2019 – Pop at Santander

Blain’s Morning Porridge  – 13th February  2019 “He’s a supersonic scientist, a guaranteed eternal sanctuary…

  • Bill BlainBill Blain
  • 13-02-2019
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  • News

Blain’s Morning Porridge – Feb 11 2019 – Exposure…

Blain’s Morning Porridge  – 11th February  2019 “A little bit of an altercation in the…

  • Bill BlainBill Blain
  • 11-02-2019
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  • News

Blain’s Morning Porridge – Feb 7th 2019 – Time to talk Italy

Blain’s Morning Porridge  – 7th February  2019 “Oh dear. How sad. Never Mind.” In the…

  • Bill BlainBill Blain
  • 7-02-2019
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Blain’s Morning Porridge – Feb 6 2019 – Too much money?

Blain’s Morning Porridge  – 6th February  2019 “Let them eat iPads…” In the headlines this…

  • Bill BlainBill Blain
  • 6-02-2019
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Blain’s Morning Porridge – 5th Feb 2019 – Year of the PIG in SF

Blain’s Morning Porridge  – 5th February  2019 “Its better to go skiing and think of…

  • Bill BlainBill Blain
  • 5-02-2019
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Blain’s Morning Porridge – Jan 23rd 2019 – Misery as a science

Blain’s Morning Porridge  – 23rd January  2019 “The Lord above gave man an arm of…

  • Bill BlainBill Blain
  • 23-01-2019
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Blain’s Morning Porridge – Jan 21 2019 – Should China worry us?

Blain’s Morning Porridge  – 21st January  2019 “I see trouble on the way, I see…

  • Bill BlainBill Blain
  • 21-01-2019
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Blain’s Morning Porridge – Jan 18th 2019 – The Sky is not falling

Blain’s Morning Porridge  – 18th January  2019“By Toutatis!” In the headlines this morning:  Wow… we passed…

  • Bill BlainBill Blain
  • 18-01-2019
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Recent Porridge

  • Golf – why something so daft makes sense

    Golf – why something so daft makes sense

    June 8, 2023
    Golf – you have to laugh. But there is serious upside to be made from global sports franchise values as leisure time, AI, and prosperous middle classes emerge around the globe. Saudi might be the proverbial bull in a China-shop with their wallet, but it’s a plan!Read More »
  • Joe 90 had mixed-reality vision 55 years ago!

    Joe 90 had mixed-reality vision 55 years ago!

    June 6, 2023
    Joe 90 was there 55 years ago. Apple spent a fortune on developing the mega-hyped VisionPro mixed reality headset – and it comes with a battery pack??? WTF! It won’t sink the company, but may remind us its mortal.Read More »
  • Learning from mistakes to call the next ones…

    Learning from mistakes to call the next ones…

    June 5, 2023
    The debt ceiling crisis has lifted a cloud from markets, but we’re still looking for resolution on inflation, geopolitics and a host of other issues. Maybe the real issues are about valuations – which remain over-extraordinary.Read More »
  • It’s not over till it’s over, and it’s not over yet…

    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

    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 »


Blain’s Morning Porridge
Financial Commentary for Smart People

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