The Daily Morning Porridge - Blain's Morning Porridge

Blain's Morning Porridge

Financial Commentary for Smart People

Blain's Morning Porridge

Financial Commentary for Smart People

News

Blain’s Morning Porridge – Monday Outlook – April 8th 2019

Blain’s Morning Porridge – April 8th 2019 “The eggs chase the bacon round the frying…

Bill Blain
8-04-2019

News

Blain’s Morning Porridge – April 3rd 2019

Blain’s Morning Porridge – April 3rd 2019 “Will someone rid me of this troublesome priest..…

Bill Blain
3-04-2019

News

Blain’s Morning Porridge – April 2nd 2019

Blain’s Morning Porridge – April 2nd 2019 “Please… make it stop… ” In the headlines…

Bill Blain
2-04-2019

News

Blain’s Morning Porridge – April 1st 2019

Blain’s Morning Porridge – April 1st 2019 “Anything of yours is mine, and what is…

Bill Blain
1-04-2019

News

Blain’s Morning Porridge – March 29th 2019 – Bonds and Boeing

Blain’s Morning Porridge – 29th March 2019“He says “hope bites the dust behind all closed…

Bill Blain
29-03-2019

News

Blain’s Morning Porridge – March 26th 2019

Blain’s Morning Porridge – 26th March 2019 “Only the guy who isn’t rowing, has time…

Bill Blain
26-03-2019

News

Blain’s Morning Porridge – March 25th 2019

Blain’s Morning Porridge – 25th March 2019 “Why that’s absurd, the wing is on the…

Bill Blain
25-03-2019

News

Blain’s Morning Porridge – March 21st 2019

Blain’s Morning Porridge – March 21st 2019 “On the wings of a snow-white dove, he…

Bill Blain
21-03-2019

Blame the central banks, say the politicans..!!!
May 16, 2022
Central Banks and Politics will be the dominant theme this week/month/year. Politicians are anxious to show inflation and recession are not their fault. Blame Central Banks! The Politics of Blame has profound consequences for markets.Read More »
NFTs 1, Blain Zero
May 13, 2022
NFTs are in the press for all the right reasons – insider trading, zero value and scams, but as digital assets in a digital world have enormous potential – for making your wallet lighter….Read More »
Woke and ESG are Dead! Long Live ESGG!
May 12, 2022
ESG is getting a bad press these days, blamed for energy insecurity and much else wrong with the allocation of capital. It needs to be refined: ESG version 2.1 will be critical for addressing the massive threats arising from social injustice and income inequality.Read More »
As markets correct, remember the wit and wisdom of Ace Greenberg!
May 11, 2022
Markets remain in a major correction – but fear not. When the hurly burly is done, what goes down and survives will (eventually) come back up! As the pain bites, I recommend the wit and wisdom of Ace Greenberg, the best banking CEO ever, a man who understood the primacy of common sense.Read More »
Shipping – a real world asset class, but complex!
May 10, 2022
Yesterday’s ongoing pain in crashing financial asset markets demonstrates the need to diversify portfolios and decorrelated returns. Shipping is one such asset; returns have been boosted by scarcity as a result of the pandemic – the question is: can these returns be maintained?Read More »