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NHS

  • UK, Housing, UK Debt, Government Policy,
    June 30, 2026

    Andy Burnham’s big vision – will it be more than smiles and eyebrows?

    Andy Burnham, the UK Premier in waiting, has laid out his vision and plan for the UK. It didn’t scare the horses and contains some interesting ideas. What it didn’t answer about some of the big issues and “courageous” spending decisions is worrying. But the idea of moving the centre of UK political gravity out of London is inspired. Who knows… it might even work!

    read more
  • Politics, Housing, UK Debt, UK Healthcare, Political risk, UK, Economy, Democracy,
    June 22, 2026

    Après Starmer, le rain-shower…?

    Poor old Sir Keir Starmer. Wrong man in the wrong job. So much hope now squandered. But its important not to over-think or over-worry what comes next. In Gilts there is truth and the 10-year yield is still south of 5%. Andy Burnham needs to prove himself a leader and demonstrate ideas and action. Is that too much to ask?

    read more
  • Government Policy, Medtech & Health, sustainability, Politics, Covid, UK, NHS, Capitalism, Economy, Democracy, USA,
    May 13, 2025

    Care or Immigration – which don’t you want?

    Sir Keir Starmer has jumped aboard  the populist bandwagon, pandering to voters convinced immigration is the UK’s greatest challenge and threat. Silly me… I thought it was the Russians, or jobs, or the economy. The reality is aging nations need workers.

    read more
  • Brexit, UK, Capitalism, NHS, Economy, Health Care, Government, Government Policy,
    July 4, 2023

    If the UK can solve the NHS at 75, then we can solve anything!

    Strip away all the political nonsense, the decaying infrastructure, even Brexit, and the real issue to solve at the core of the UK’s multiple problems is the National Health Service. Solve that, reboot it and relaunch it, and everything else may fit back into place. Its worth a try.

    read more
  • Tesla,
    December 20, 2022

    Peak Musk? The Bubble is bursting. And some thoughts from the front lines of the NHS!

    Never hold a referendum unless you can be sure of the result. Musk has broken the Cameron rule, and leaves himself exposed and looking foolish. It may mean we’ve passed Peak Musk, and the bubble around his extraordinary assent has burst. And, as Nurses stage a second strike day, some thoughts from an NHS A&E department.

    read more
  • UK, NHS,
    September 30, 2022

    The NHS can be Fixed, but it’s not in the interest of politicians to try

    How do we fix the UK’s broken National Health Service? Don’t expect much from politicians – fixing the NHS is politically dangerous, might take decades, and is way beyond the time frame of the next election. It’s better to tinker, make some noise and do little. There are many reasons the NHS is effectively broken, but even more reasons to be hopeful it can be fixed – if we can just muster the vision and imagination to make it happen and use tech!

    read more
  • UK Healthcare, UK, Health Care,
    September 2, 2022

    The UK’s NHS is a political nightmare – but could yet be fixed!

    The last thing new UK premier Liz Truss will try to do is fix the NHS. Too difficult and an electoral minefield. It will get worse. But, tech and medical advances plus a bit of flair could give us a new NHS fit for purpose and ready for the next century. It will take will and imagination – which is unlikely to be found in the Department of Health or No 10.

    read more
  • UK Debt, UK Healthcare, UK, Government, Pre 2021 Porridge,
    September 9, 2021

    Debt, Governments and Money Pits

    The UK’s decision to hike taxes and put a sticking plaster on the cash-haemorrhaging NHS highlights serious issues for Soveriegn Debt Investors. Expectations on interest rates and currency markets are one issue, but the competency of governments to manage the quantum of debt raised through the pandemic and avoid rising uncertainty will be increasingly under the microscope.

    read more

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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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