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America’s Cup

  • Sailing,
    October 14, 2024

    America’s Cup Update: 3 Nil to the Kiwis! Not Over Till Its Over!

    3-Nil to the Kiwis is a Scoreline that will be making Ben Ainslie angry – something other competitors soon discover is a terrible mistake. Despite the scoreline, the America’s Cup is not over yet. The Brits just have to stop making mistakes, sail fast and true, and win the next 7 races! Simples….

    read more
  • Geopolitics, Defence, Political risk, Climate Change, Politics, Global Growth, sustainability, Commodities, Currency, UK, China,
    October 1, 2024

    China Rally and UK Coal and Steel – there is a link.

    The China Stock market rally comes on the back of hefty stimulus – and leaves many investors wondering if it’s sustainable or whether it’s wise to invest in China at this time. They may be missing the point – the China rally may be part of a wider Asian shift. Plus the end of UK coal.

    read more
  • Sailing, sport, Alternative Investments, Comment & Miscellany,
    September 2, 2024

    The Potential Value of the America’s Cup

    The America’s Cup in Barcelona looks like rich blokes swanking for bragging rights, but there is genuine value in sports, including yacht racing. The trick is appreciating the passion of fans, and monetising the value of sports in an increasingly digital world.

    read more
  • Democracy, Charity, UK, Health Care,
    August 23, 2024

    Goodbye Jan, the America’s Cup and Toxic People

    The holiday season is almost over. Pharmacology bids farewell to a brilliant scientist this morning. The America’s Cup is underway in Barcelona and the Team GBR boat is low and slow. And great advice from a 117 year old – stay away from Toxic People.

    read more

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The Morning Porridge is not investment advice. It is market commentary based on discussions and information gathered from multiple sources believed to be reliable. No guarantee is given for its accuracy or completeness. It is not an offer to buy, sell or solicit investments or securities. The author may have a position in companies or institutions discussed in this commentary.

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