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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 – Dec 3rd 2019

Blain’s Morning Porridge  – December 3rd 2019 “Bonjoooouuuur, ya cheese-eating surrender monkeys!” Not that I…

  • Bill BlainBill Blain
  • 3-12-2019
Read MoreBlain’s Morning Porridge – Dec 3rd 2019
  • News

Blain’s Morning Porridge – Dec 2nd 2019

Blain’s Morning Porridge  – December 2nd 2019 “Policies in, policies out… I doubt anyone will…

  • Bill BlainBill Blain
  • 2-12-2019
Read MoreBlain’s Morning Porridge – Dec 2nd 2019
  • News

Blain’s Morning Porridge – Nov 28th 2019

Blain’s Morning Porridge  – November 28th 2019 “He is extremely focused and hardworking. On our…

  • Bill BlainBill Blain
  • 28-11-2019
Read MoreBlain’s Morning Porridge – Nov 28th 2019
  • News

Blain’s Morning Porridge – Nov 27th 2019

Blain’s Morning Porridge  – November 27th 2019 “You seem to lack answers as much as…

  • Bill BlainBill Blain
  • 27-11-2019
Read MoreBlain’s Morning Porridge – Nov 27th 2019
  • News

Blain’s Morning Porridge – Nov 25th 2019

Blain’s Morning Porridge  – November 25th 2019 “It needs a bit of improvement… ” Lots…

  • Bill BlainBill Blain
  • 25-11-2019
Read MoreBlain’s Morning Porridge – Nov 25th 2019
  • News

Blain’s Morning Porridge Nov 22 2019, Trolls and Climate Cure

Blain’s Morning Porridge – November 22nd 2019 “And was Jerusalem builded here, among these dark…

  • Bill BlainBill Blain
  • 22-11-2019
Read MoreBlain’s Morning Porridge Nov 22 2019, Trolls and Climate Cure
  • News

Blain’s Morning Porridge – Nov 21st 2019 – Hong Kong?

Blain’s Morning Porridge  – November 21st 2019 “China is a sleeping giant. Let her sleep,…

  • Bill BlainBill Blain
  • 21-11-2019
Read MoreBlain’s Morning Porridge – Nov 21st 2019 – Hong Kong?
  • News

Blain’s Morning Porridge – November 20th 2019 – Flygskam!d

Blain’s Morning Porridge  – November 19th 2019 “If you can walk away from a landing,…

  • Bill BlainBill Blain
  • 20-11-2019
Read MoreBlain’s Morning Porridge – November 20th 2019 – Flygskam!d
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Recent Porridge

  • Higher for Longer – Markets Could Struggle With the New Reality

    Higher for Longer – Markets Could Struggle With the New Reality

    September 22, 2023
    The Bank and The Fed have served notice they will remain vigilant – higher for longer! Markets would be wrong to expect early easing. Wage Inflation and Energy remain very real threats over the medium term – it may trigger volatility as markets understand the new reality.Read More »
  • Debt is Not The Problem – Economic Management Is.  

    Debt is Not The Problem – Economic Management Is.  

    September 21, 2023
    Many market participants fear the rising quantum of Government Debt spells crisis across the globe. Tush and Nonsense. Debt is not the problem – markets exist to price risk. The crisis lies in economic management, and Political Risk!Read More »
  • U-Turn on Net-Zero Raises Serious UK Market Risks

    U-Turn on Net-Zero Raises Serious UK Market Risks

    September 20, 2023
    Rishi Sunak’s U-Turn on Net Zero is politically expedient, but raises serious long-term questions about the investibility of the UK economy and its place in the world, but… hey, it might just win them some votes (just don’t let your kids know!)Read More »
  • The Market has no Memory when it comes to Bank Capital

    The Market has no Memory when it comes to Bank Capital

    September 19, 2023
    It’s International Talk Like A Pirate Day, which will make it interesting for UBS trying to persuade once-bitten, twice-shy investors to buy new AT1 CoCo Bond after what happened to Credit Suisse investors.. “Arrr… You know it makes sense, young Jim-me-lad… Shiver-me-timbers… “Read More »
  • Why the UK? Things are going to Get Interesting

    Why the UK? Things are going to Get Interesting

    September 18, 2023
    It’s been a “meh” year for the UK markets, but they’re marginally up on the year. The outlook for a rusted economy, crashing discretionary spending, and an imminent housing collapse looks bad. As the UK electoral cycle kicks into high gear.. markets are in favour of change.Read More »


Blain’s Morning Porridge
Financial Commentary for Smart People

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