Tag Debt Ceiling

Blain’s Morning Porridge Climate Change Debt USA

This could get messy.

Markets feel directionless, demotivated and listless as we wait for the next impetus to emerge – problem is, it might be a shocker.

banks, Blain’s Morning Porridge, Debt Ceiling, El Nino, Rishi Sunak, Tuna, US Debt, Weather
Bill Blain
May 15, 2023
3

Blain’s Morning Porridge Debt Financial Crisis geopolitics Inflation Trump

Inflation, Debt Ceilings, Trump.. Oh no.. here we go again.

“Curiously, the only thing that went through the mind of the bowl of petunias was; Oh no, not again..” Inflation is what inflation is.. Prices are still rising, Central Banks are watching, the US debt ceiling crisis will distract us all, and Donald Trump remains… “extraordinary”. All feels a bit unstable.

CPI, Debt Ceiling, Inflation, Rents, Trump
Bill Blain
May 11, 2023
1

Blain’s Morning Porridge deflationary bust Economy stagflation

Blame the Experts – that’s what usually happens when finance goes wrong!

As Janet Yellen warns of default risk, and Jay Powell hikes rates, the risks to the global economy are mounting: a deflationary bust, or stagflation? Market confidence in the face of a deepening credit crunch is falling.

Debt Ceiling, Deflationary Bust, Janet Yellen, Jay Powell, Stagflation, US bank crisis, US Default Risk
Bill Blain
May 3, 2023
1

Golf – why something so daft makes sense
June 8, 2023
Golf – you have to laugh. But there is serious upside to be made from global sports franchise values as leisure time, AI, and prosperous middle classes emerge around the globe. Saudi might be the proverbial bull in a China-shop with their wallet, but it’s a plan!Read More »
Joe 90 had mixed-reality vision 55 years ago!
June 6, 2023
Joe 90 was there 55 years ago. Apple spent a fortune on developing the mega-hyped VisionPro mixed reality headset – and it comes with a battery pack??? WTF! It won’t sink the company, but may remind us its mortal.Read More »
Learning from mistakes to call the next ones…
June 5, 2023
The debt ceiling crisis has lifted a cloud from markets, but we’re still looking for resolution on inflation, geopolitics and a host of other issues. Maybe the real issues are about valuations – which remain over-extraordinary.Read More »
It’s not over till it’s over, and it’s not over yet…
June 2, 2023
The immediate debt ceiling crisis has passed, but it’s not the end of the rolling uncertainty that characterises current markets. The pressures and tensions fuelling political division and driving maket uncertainty are set to increase rather than moderate.Read More »
AI Trading Bots? Retail Beware
May 31, 2023
Let’s assume the US Debt crisis is averted. What comes next? A full-on speculative bubble and hype around Artificial Intelligence is underway. How will AI influence trading strategies, or turn markets into gray-goo? Will AI trading prove to be little more than finding new innovative ways to relieve retail investors of their money?Read More »