Tag Global Financial Crisis

Blain’s Morning Porridge Bonds Capitalism commodities Currencies Debt Equities

The Global Financial Crisis 2007-2033: the next phase is coming.

I’m polishing up my buying boots in anticipation of a fantastic buying window in the near future. All I need is the current everything bubble to burst under the deadweight of FOMO and unsustainable valuations! And things really ain’t looking so bad!

Blain’s Morning Porridge distortion Fed Inflation

Inflation: the next stage of the Global Financial Crisis 2007-2031

What Inflation? “Oh, that’s nothing to worry about, the central banks have no choice but to keep juicing markets”… The market is so focused on the short-term and ignoring the consequences of the last 10 years of QE, monetary experimentation and easy rates, that its blundering into the next crisis. Inflation matters, and has jumped from financial assets into the real economy.

BOE, ECB, Fed, Global Financial Crisis, Inflation
Bill Blain
July 14, 2021
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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 »
Interest Rate Scenarios: Stick with the Normalisation Cure, or another Puff of QE Skunk?
November 30, 2023
Expectations of early interest rate cuts are high, especially as recession signals are set to rise through Q1 2024. Will Central Banks stay the course and normalise interest rates, or will be take the easy option of further low interest rate distortion?Read More »
Some of Charlie Munger’s Genius Investment Quotes – And why bonds won’t get much better!
November 29, 2023
Charlie Munger has left us a deep well of investment advice – pithy quotes we can all learn from. Pay attention and remain deeply, deeply sceptical. Meanwhile, the fact bond rates are falling does not mean the global economy is fixed. It means trouble ahead.Read More »
Flying the Atlantic on Unicorn Poop!
November 28, 2023
Virgin founder Sir Richard Branson is set to cross the Atlantic in a plane powered by unicorn farts. It’s marketing smoke and mirrors. The reality is Sustainable Aviation Fuel is an evolutionary dead end. Solving the Air Travel issue will require lots of capital.Read More »
The Rise of the Right and it’s consequences for Markets
November 27, 2023
Events of the last few weeks highlight a new instability for markets. The Rise of the Right has implications in terms of investment priorities, law and markets, bonds and currencies, multiple consequences and the future outlook for economies.Read More »