Tag retail

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The Penny Drops: April Exposes Markets to Some Brutal Truths. Reality Bites.

April 2022 will go down in market history as the month it all became obvious.. But what? That the global economy is in need of repair, markets are overly euphoric and consumers can’t consume when they are broke.

April, Consumers, FAANGs, retail, Taxes, Wages
Bill Blain
April 29, 2022
7

Blain’s Morning Porridge Capitalism Climate Change cryptocurrencies Financial Assets Market Crash Special Purpose Acquisition Companies

Introducing the D-Jay Wave; a 35-year cycle of Irrational Exuberance

I’d like to introduce you to my latest theory on markets: the D-Jay Wave, a 35-year recurring cycle of irrational market exuberance. I have carefully and diligently researched this over a couple of pints.. It’s therefore better underpinned than most SPACs or Disruptive Tech funds. (Glossy pitchdeck not available.)

crypto, DJ Wave, irrational exuberance, Meme stocks, retail, SPACs
Bill Blain
February 18, 2022
8

What next for Banks in wake of CoCo crisis from Credit Suisse and Rising Inflation?
March 22, 2023
Just how vulnerable are banks to further contagion and crisis? With inflation still running loose, central banks still set to hike, while consumer and corporate pressures mount, the banking crisis may only just have started.Read More »
CoCos, AT1s – Proved Right at Last!
March 21, 2023
The “rescue” of Credit Suisse, thereby averting a European banking crisis, is getting less comment than the nixing of its $17.5 bln of CoCo Bonds. I’ve been warning about CoCos since 2011. Finally I got something right!Read More »
The War Between Market Stability and Chaos hots up – How will it play?
March 17, 2023
Central Banks face a mighty challenge persuading markets and depositors the banking system is stable. The war between chaos and order in markets has turned hot. At stake is the stability and future of the global economy. Anyone for the last few choc ice?Read More »
Credit Suisse – How Bad and What Next?
March 16, 2023
Credit Suisse is in the headlines for all the wrong reasons. Confidence in the bank is zero. The Swiss National Bank has provided a backstop, but a sale looks likely of the bank that just can’t get it right.Read More »
What future for Banks, and the UK budget
March 15, 2023
SVB is done and dusted, and its time to ask questions, like: what is the future for banks? What do they do, and how do they do it? Are they at an evolutionary dead end? Probably. And the sheer joy that is the UK budget… stronger coffee please.Read More »