Financial Commentary for Smart People

Tag Market Outlook

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Seven Factors Likely to Roil Markets

Seven factors to understand the market shift that’s roiling markets; bond yields and inflation, distortion, recovery, leverage, tech vs reality, exuberance, and value.

bonds, Crash, Market Outlook, markets, Recovery, regulation, stocks
Bill Blain
March 9, 2021
2

What is everyone smoking when it comes to asset bubbles?
May 7, 2021
As the Federal Reserve wakes up to “elevated relative risks” and the rest of us scream “bubble”, the real questions are about real value. Why is a Bitcoin worth as much as Renaissance Art? Why is Dogecoin the top performing asset off the year when everyone knows it's a joke? And when are people going to drink the proverbial coffee?Read More »
Only one contest matters in UK local Elections
May 6, 2021
UK Local Elections are pretty dull and meaningless affairs, but the vote in Scotland is perhaps an even more important plebiscite than Brexit. If the SNP achieve an absolute majority, then the UK could plunge into more years of uncertainty and distraction – whatever Boris thinks.Read More »
The “D’oh” Moment In Micro-Chips
May 5, 2021
Forget fears of rising interest rates - the big threat is how the global economy will cope with supply chain bottlenecks and the coming commodities supercycle. These will create all kinds of friction. The West is particularly vulnerable to microchip supply instability – which could take years to resolve. Read More »
Failing Global Politics and Inflation will be a Nasty Shock
May 4, 2021
Across the Occidental Economy there seems a trend towards political failure as polarization, sleaze and opportunism takes hold, even as electorates suffer from increasing inequality and declining prospects. As the threat of post-pandemic inflation rises, the ingredients are all there for further instability and labour strife. It’s all happening as the geo-political spheres of influence between China and the West …Read More »
The Need to Regulate Big Tech (Part 2); Moral Hazards in Space?
April 29, 2021
It is right to let a small number of very wealthy entrepreneurs fill Earth’s already crowded orbital space to establish non-terrestrial internet monopolies? What are the risks, and are the costs justified? Should orbital space be a public good?Read More »

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