Tag Sport

Blain’s Morning Porridge Alternative Assets sport

Guest Post: Sports – Why it’s the Hot Investment Arena

“In yacht racing there is no second.” Sports has become a major investment sector in recent years. An increasing number of funds are focused on sporting opportunities. The appeal, and the possibilities to monetise fans and events is rising. Why invest?

F1, Football, Golf, Rugby, Sailing, Sport
Bill Blain
November 24, 2023
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Blain’s Morning Porridge Covid Supply Chains

Tennis, Covid and Supply Chains

The market is worrying about the potential of an October crash, but what might trigger it? Two suspects: a resurgent Coronavirus and/or a global supply chain cardiac triggering stagflation? And top tip from my father: teach your kids to Ski, Sail and play Tennis!

Covid, Sport, Stagflation, Supply Chains, Tennis
Bill Blain
September 13, 2021
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Gold, Always Believe in Gold!
December 4, 2023
Gold has hit new record dollar levels – reflecting not just current uncertainty, but also the de-dollarisation narrative and it’s attractions as an inflation and market hedge, and long-term value. It’s worth keeping an eye on.Read More »
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 »