Tag Zoltan Pozsar

Blain’s Morning Porridge commodities Energy food Inflation

We worry about the wrong things – its Energy, Food and Commodities that matter!

Why do we worry so much about debt, the dollar, inflation and growth, when the only really, really important things are Energy, Food and Commodities and how we pay for and get them?

Commodity Inflation, Financial Asset Inflation, Inflation, Zoltan Pozsar
Bill Blain
April 12, 2022
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The Future of Banks: Dinosaurs or Adapt
March 29, 2023
The current crisis (?) is another step in banking’s progress towards an evolutionary dead end. The future doesn’t need banks. It will need smart risk takers, and new ways to originate and distribute risk.. an opportunity for banks clever enough to evolve!Read More »
The Rent Debate – Part 2. How to Fix UK Housing.
March 28, 2023
Part 2 of the London Rent Crisis. London, and whole UK housing market, is broken. Demand greatly exceeds supply allowing rotten greedy landlords to game the system and abuse tenants. Can it be fixed – absolutely…Read More »
The Week ahead will be Full of Noise – Buckle-up and Enjoy It!
March 27, 2023
The Media love financial crisis – it sells. The reality is the need to understand, plan, prepare, and don’t expect anything you expected to happen, happen. Enjoy. Sun comes up tomorrow.Read More »
An Open letter to the Mayor of London, Sadiq Khan, and the Housing Minister Rachel Maclean
March 24, 2023
Outrageous rental increases and the naked greed of professional landlords will result in a dearth of young workers priced out of London. It will destroy the City’s economy and negatively impact the UK even more conclusively than the Luftwaffe, political mistakes, global banking crisis, pandemic or recession.Read More »
Banks, The Fed, Rates, Inflation = A Stagflationary Bust?
March 23, 2023
The Fed tries to be dovish to calm market fears, but banking fears and inflationary threats on the economy may lead us somewhere new: A Stagflationary Bust!Read More »