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Brexit

  • Investments, Elon Musk, EU, Stocks, UK, Financial Assets, Markets, China, USA,
    December 3, 2025

    Pantomime, King Rat, and Outrageous Predictions

    What’s not to like about Panto? Saxo Bank’s excellent Outrageous Predictions for 2026 are out.. Lets dig into why Sir Keir Starmer might consider rejoining Europe to peeve Nigel Farage, how China will dominate trade through Tech and a gold-linked Yuan, and why SpaceX is unlikely to be the first $1 trillion IPO.

    read more
  • Brexit, EU, Politics, UK, Economy, Government,
    May 20, 2025

    Finally the UK gets a Brexit deal – Rejoice!

    The UK and Europe have signed a framework deal which should prove massively positive for both economies. It resets the UK’s place as a financial and politically sovereign nation close to the heart of Europe. That’s what Brexit always should have been – it’s going to trigger growth because it will boost CONFIDENCE!

    read more
  • EU, Brexit, UK, Economy, Democracy, Europe, Government,
    November 15, 2023

    A Tale of Two Cities: A New Hope with Europe? 

    Athens and London? The power of positive politics is very evident in Greece. Curiously, the surprise appointment of David Cameron as UK Foreign Secretary might just hint at a positive outcome for the UK if it triggers a proper discussion on Brexit failure and our relationship with Europe.

    read more
  • Brexit, UK,
    February 21, 2023

    Nrn Irn and the EU. Time to buy the UK?

    Pull your buying boots on, lace them up tight and get ready to buy the UK! Even the possibility Boris and the ERG snatch defeat from the jaws of common sense won’t change the narrative: A deal with EU will happen, putting the UK back on some sort of course.

    read more
  • Businesses, Brexit, Europe,
    February 14, 2023

    Brexit – when is the UK going to wake up to the brutal reality?

    It’s time to stop kidding ourselves. Brexit promised much but has been a disaster. The economy is contracting, investment in growth has collapsed, and there are no signs of Brexit bonuses. Time for a reset.

    read more
  • Brexit, UK,
    January 18, 2023

    Time for the UK to get honest about the crisis.

    The UK stock market hit a new high yesterday! And its all due to Brexit – apparently? Sometimes we bet on red and it comes up black. As long as the UK remains delusional about making a bad call, the nation will continue to underperform and sink down the league tables. We could make national honesty a strength!.

    read more
  • Brexit, UK, Economy,
    January 13, 2023

    Markets stronger than we expected, and things may even be getting better in the UK!

    Global Markets have started 2022 on a stronger footing than many feared – the issue may be too much focus on short-term positives while long-term embedded problems remain unaddressed. Even the outlook for the UK may be improving – and a change in politics will allow the fundamental rot at the core of the economy to be cauterised.

    read more
  • Brexit, UK,
    December 5, 2022

    Underinvestment and Zero Growth? What’s wrong with the UK is a lack of honesty…

    The CBI think the next decade could be lost as the UK is swamped by stagflation, zero growth and disinvestment, and wonder what the government’s plan is? There isn’t one except to ignore the brutal truth of acknowledging the greatest mistake the UK ever made.

    read more
  • Bank of England, Brexit, UK, Inflation,
    June 10, 2022

    Harry Hindsight, the world’s greatest trader is short Credit, Stocks, Brexit and the UK

    Harry Hindsight is the world’s greatest market trader – he’s circling round the opportunities presented by inflation and the risks its presents. He’s short bonds, credit, stocks, Brexit and the UK.

    read more
  • Brexit, Europe, Pre 2021 Porridge,
    June 23, 2021

    Fog in Channel, Continent Cut Off

    5 years after Brexit vote and the sun still occasionally shines. For how much longer. Don’t worry… it could be much much worse..

    read more
12Next

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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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