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Blain's Morning Porridge

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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 Porridge – March 20th 2019

Blain’s Morning Porridge – March 20th 2019 “There seem to be more banks in Germany…

  • Bill Blain Bill Blain
  • 20-03-2019
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Blain’s Morning Porridge – March 19th 2019 – Brexit Update!

Blain’s Morning Porridge – March 19th 2019 “II have not failed, I’ve just found another way…

  • Bill Blain Bill Blain
  • 19-03-2019
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Blain’s Morning Porridge – March 18th 2019

Blain’s Morning Porridge – March 18th  2019 “It’s the edge of the world and all…

  • Ed Bearcroft Ed Bearcroft
  • 18-03-2019
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Blain’s Morning Porridge – March 14th 2019

Blain’s Morning Porridge – March 14th  2019 “Education is the most powerful weapon which you…

  • Bill Blain Bill Blain
  • 14-03-2019
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Blain’s Morning Porridge – March 13th 2019

Blain’s Morning Porridge – March 13th  2019 “It’s time to get things started on the…

  • Bill Blain Bill Blain
  • 13-03-2019
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Blain’s Morning Porridge – March 12 2019 – Brexit and Boeing

Blain’s Morning Porridge – March 12th  2019 “A single lie breeds doubt about every truth….…

  • Bill Blain Bill Blain
  • 12-03-2019
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Blain’s Morning Porridge – 11th March 2019 – View from the Alps!

Blain’s Morning Porridge – March 11th  2019 “Had history been democratic, their would have been…

  • Bill Blain Bill Blain
  • 11-03-2019
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Blain’s Morning Porridge – St Davids Day 1st March 2019

Blain’s Morning Porridge  – St David’s Day – March 1st  2019 “Dydd Gwyl Dewi Hapus”…

  • Bill Blain Bill Blain
  • 1-03-2019
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Recent Porridge

  • Blame the central banks, say the politicans..!!!

    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

    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!

    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!

    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!

    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 »


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