Tag UK Markets

Blain’s Morning Porridge Businesses Capitalism Economy Financial Crisis Government Government Policy NHS Political risk Politics UK UK Debt

Thames Water – The Straw that broke the UK’s back?

The Thames Water debacle is shaping up to be a critical “Judder” moment for the UK. Public utility privatisations decades ago have left a legacy of underinvestment and broken services. The bills will be enormous – and crippling - creating a potential investment crisis.

Conservative Party, Gilts, Labour Party, Privatisation, Thames Water, UK Markets
Bill Blain
June 29, 2023
16

Blain’s Morning Porridge Brexit Political risk Politics UK

UK political noise will continue to roil markets for the 18 remaining months of lame-duck Sunak.

Around the globe, businesses are wondering about doing business in the UK – the headlines don’t support it. Uncertainty is contributing to domestic inflation, and the sense things need to change. It could even get worse ahead of a new government – which will still face crisis!

Boris Johnson, Gilts, Political Incomptency, Rishi Sunak, UK Markets, UK Politics, Virtuous Sovereign Trinity
Bill Blain
June 12, 2023
8

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 »
Guest Post: Sports – Why it’s the Hot Investment Arena
November 24, 2023
“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?Read More »
Why we won’t fix the UK by selling Natwest to irrational retail investors….
November 23, 2023
Jeremy Hunt tried hard to be interesting, but it was all a bit forgettable. An election is coming. How bad will it be? As for selling Natwest to fund UK growth – has Hunt actually considered the outlook for banks as the risk outlook deepens?Read More »
OpenAI’s FUBAR Corporate Governance is a lesson for every Company!
November 21, 2023
Every single business on the planet should be looking at its board composition and corporate governance structure to figure out just how vulnerable they may be. OpenAI’s self-immolation should be a lesson.Read More »