The Daily Morning Porridge - Blain's Morning Porridge

Blain’s Morning Porridge Europe UK UK Debt

How much Time and Money does the UK Need?

The UK’s finances depend on how long energy security remains compromised, and whether the new Truss government can convince markets to fund that time.

BUPA, Royalty, UK
Bill Blain
12-09-2022
13

Blain’s Morning Porridge UK

Queen Elizabeth

This Elizabethan Age has ended. Queen Elizabeth was instrumental in establishing and strengthening the UK’s Soft-Power and global position on an increasingly confused global stage. It’s time to look to the future.

Blain’s Morning Porridge Apple Currencies Inflation

Forget the dead cat bounce, its all about inflation and the Dollar!

There is nothing like a dead cat bounce to cheer up the already doomed, but the real issues are inflation and dollar strength. Both can be addressed, and the treatment will hurt. Smile and get used to it.

Blain’s Morning Porridge Brexit Capitalism central banks Debt defence ECB Economy Energy Europe Financial Crisis Gas Germany Global Growth Government Inflation interest rates Italy Market Crash Political risk Recession Russia sanctions stagflation UK Ukraine USA

Things are never as bad as you fear… are they?

The news looks bleak. A cataclysm of gloom is set to sink Europe and the UK – but, maybe things aren’t as bad as we think. Good news and a realisation things can get better could stabilize sentiment, and build a recovery base. Maybe?

Energy, European Crisis, Gas, politics, Russia
Bill Blain
7-09-2022
22

Blain’s Morning Porridge UK

Liz Truss has 5 days to avert a confidence crisis in the UK

The new UK Premier has 5 days – tops – to establish her new government and put in place the strategies and policies to restore confidence in the UK economy. If not, the Virtuous Sovereign Trinity will fracture. It needs sound communication and clear grasp of the problems behind the crisis. Truss hasn’t demonstrated either – yet.

Blain’s Morning Porridge Health Care UK UK Healthcare

The UK’s NHS is a political nightmare – but could yet be fixed!

The last thing new UK premier Liz Truss will try to do is fix the NHS. Too difficult and an electoral minefield. It will get worse. But, tech and medical advances plus a bit of flair could give us a new NHS fit for purpose and ready for the next century. It will take will and imagination – which is unlikely to be found in the Department of Health or No 10.

AI, Liz Truss, Medical, NHS, UK Healthcare
Bill Blain
2-09-2022
13

Blain’s Morning Porridge Capitalism central banks Equities Stocks

The Stock Market Rout Has Only Just Begun.

Harry Hindsight is the greatest trader who ever lived. He saw the July/August rally was just a bear trap. But, he’s not revealing his thoughts on how much further the market has to correct. Some analysts see mean reversion all the way back to 2008 levels!

David Murrin, Harry Hindsight, Mean Reversion, Stock Markets
Bill Blain
1-09-2022
8

Blain’s Morning Porridge Bank of England Economy Financial Crisis NHS Political risk Politics UK UK Debt UK Healthcare

The UK risks losing its status as a sound financially sovereign nation

The UK is at risk of breaking its “Virtuous Sovereign Trinity” of stable politics, currency and bond markets. Collapsing confidence in politics to stem the slide in sterling and thus Gilts, could see the UK stumble into a crippling Sovereign Financial crisis sooner than we think possible.

GBP, Gilts, Liz Truss, Rishi Sunak, Sterling, UK, UK Sovereign RIsk
Bill Blain
31-08-2022
13

Vlad-the-Bad’s Energy War is resetting Geopolitics – but the West remains the likely winner.
October 7, 2022
The last few days have confirmed we are in a Global Economic Energy War. It is remaking the global order – and will have significant long-term effects on Global Markets. As the sides shift, there will be winners and losers.Read More »
The UK Fire Sale Highlights National Value, And Time For Change to Monetise Our Value!
October 6, 2022
The UK is not bust or broke. Smart investors are actively looking for bargains in the wake of the Trusster**ck. Its time for change to monetise the value of the UK for the UK!. Read More »
Investment Management Wakes Up To Risk – Too Late for Many!
October 5, 2022
Risk does not disappear. It hides in plain sight – as the investment industry will increasingly discover as crises mounts. Fortunately, there are SOB’s who have seen it before and are too aged to panic…Read More »
Cometh the hour, but will the right man or woman emerge?
October 4, 2022
There are lessons from the public humiliation of Kwasi Kwarteng for governments and corporates around the globe. If we are going to address the looming economic crises – then governments, central banks and financial instutions need to be on the same page. Read More »
The NHS can be Fixed, but it’s not in the interest of politicians to try
September 30, 2022
How do we fix the UK’s broken National Health Service? Don’t expect much from politicians – fixing the NHS is politically dangerous, might take decades, and is way beyond the time frame of the next election. It’s better to tinker, make some noise and do little. There are many reasons the NHS is effectively broken, but even more reasons to …Read More »