Tag David Attenborough

Blain’s Morning Porridge Bonds Capitalism Tech

“Greed is Good”, Tech and David Attenborough

What can David Attenborough’s Green Planet teach us about Tech Stocks, why they are overvalued, and why rising rates suggest the game is over?

bond yields, David Attenborough, Tech Stocks, Valuations
Bill Blain
January 10, 2022
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Betraying Ukraine and the Myth of Systemic Crisis in Private Credit
December 7, 2023
The Bank of England is worried about Private Credit Markets – good to know they’ve heard of it! Their concerns are valid, but it’s a market very different to banking and doesn’t share the same systemic risk triggers. Its full of opportunity!Read More »
Outrageous Predictions and why 2024 will be about China, elections, oil and conflict!
December 6, 2023
Saxo Bank’s Outrageous Predictions are great fun, but the reality is 2024 is going to be about Elections, Oil and Energy Prices, Conflict and how China plays these three forces. China will dominate 2024 – for all the wrong reasons.Read More »
Quantum Computing and what it might mean for Bitcoin vs Gold
December 5, 2023
“I think there is a world demand for about five computers” Yesterday IMB announced a new breakthrough in quantum computing. One day Qubits will make crypto obsolete. A new revolution in computing is coming, and it could well be IBM that leads it!Read More »
Gold, Always Believe in Gold!
December 4, 2023
Gold has hit new record dollar levels – reflecting not just current uncertainty, but also the de-dollarisation narrative and it’s attractions as an inflation and market hedge, and long-term value. It’s worth keeping an eye on.Read More »
COP 28 May Put Saving The Planet Back on Track
December 1, 2023
Farewell Alastair Darling and Shane MacGowan. COP 28 has been getting pushback from activists upset big-business is attending. That’s possibly the best thing for the planet if the commercial sector embraces the challenges and opportunities raised by climate change!Read More »