Tag USA Politics

Blain’s Morning Porridge China geopolitics USA

The Big Geopolitical inflexion Point is Coming

Jackson Hole, BRICS, Inflation, Bond Yields, the Dollar, AI and so many more things to worry about – but what does it really boil down to? Who will be trading with who, and what will be driving growth?

China Economics, market risk, USA Politics
Bill Blain
August 23, 2023
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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 »
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 »