This could get messy.
Markets feel directionless, demotivated and listless as we wait for the next impetus to emerge – problem is, it might be a shocker.
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Blain's Morning Porridge
Financial Commentary for Smart People
Blain's Morning Porridge
Financial Commentary for Smart People
Artificial Intelligence: who will be the winners and losers?
“Prepare to be assimilated species 5618.”
AI is dominating the headlines. Its either the greatest threat to mankind ever (as has been every economic revolution since someone discovered fire), or its going to make us all better off. The answer probably lies somewhere in the middle.. but it’s bound to raise uncertainty.
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Inflation, Debt Ceilings, Trump.. Oh no.. here we go again.
“Curiously, the only thing that went through the mind of the bowl of petunias was; Oh no, not again..”
Inflation is what inflation is.. Prices are still rising, Central Banks are watching, the US debt ceiling crisis will distract us all, and Donald Trump remains… “extraordinary”. All feels a bit unstable.
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Aviation – an asset class ripe with opportunity, and more than a few issues..
Aviation is booming. Airlines are buying planes. Passengers want to fly. There are just a few little problems... There aren’t enough planes. That makes Aircraft as an Alternative Asset a great investment opportunity.
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Stagflation is much more likely than Deflation – prepare accordingly..
The Market Commentariat think deflation will counter inflation, rates will fall, and recession will be limited. The world is more complex - supply side factors are more volatile. Stagflation is a more likely outcome than recession.
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Blain’s Porridge Extra – May 4 2023: Adding STRIPE to the list of companies I may have to destroy…
“If you want assistance with how our technical support is ruining your life, please press three..” "I'm sorry, we are experiencing a very high volume of calls, but your custom is very important to us..."
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Opportunities are all about confidence, so what fears will a record Gold Price trigger?
Don’t assume inflation is licked, don’t assume interest rates will stop rising, don’t assume there aren’t further bank failures to come, don’t assume politics and society will cope well, but don’t assume it’s all end of the world. In periods of financial uncertainty there is opportunity…
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Blame the Experts – that’s what usually happens when finance goes wrong!
As Janet Yellen warns of default risk, and Jay Powell hikes rates, the risks to the global economy are mounting: a deflationary bust, or stagflation? Market confidence in the face of a deepening credit crunch is falling.
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