Latest Articles

  • July 23, 2026

    It’s a wake up and smell the coffee sort of morning in the AI markets. AI is here to stay. Everyone is using it. Why are prices tanking? It’s about competition, adoption and data sovereignty. Maybe it’s time for a rethink? How did it get so huge so fast? That’s a question about overly cheap liquidity and speculation, which is why Tesla’s numbers are so interesting.

  • July 10, 2026

    The AI market has been diving business expectations and markets – everyone believes it will deliver a growth, productivity and profit revolution across the global economy. What if it doesn’t? What if it’s not a leap forward, but just a step-change?

  • July 9, 2026

    The fear of what might follow The Labour Government haunts the Gilts Market. Relief may come from the political implosion of Nigel Farage. Grubby Sleaze surrounds him as the UK’s much-loved Man of the People morphs into a discount-priced Mini-me version of Trump. The Crypto and graft entanglements that envelop him have shattered what made him so successful. Farage is no longer one of us. He is Them.

  • July 8, 2026

    NATO has been the core of the Western Alliance and Transatlantic Economy. The men in the ill-fitting Florsheim dress shoes have broken it. What will follow is uncertain, but will clearly impact global markets and geopolitics to an enormous degree. The deepening Atlantic rift puts the need for European defence, sovereignty and resilience right at the top of the priority list.

  • July 7, 2026

    What Football fans would not want Donald Trump supporting their team? Who would say no to Trump’s superpower to reverse any referee decision? His intervention into the World Cup leaves the rest of the world shaking its collective head in disbelief. Another reason to laugh at America. These things have consequences. When is America going to wake up?

  • July 6, 2026

    England will take a confidence boost from the World Cup win vs Mexico. The Russians will be furious – their war plan requires The West’s resilience and pride is weakened through disinformation and instability. Countering Cognitive Warfare requires the acknowledgement it’s happening, that we fight it, and acknowledge our strengths and weaknesses, and that unity wins!

  • July 3, 2026

    Compare and contrast the USA and Britain. The new country and the old. Our problems are not in our inventiveness, our skills or our people, but in how our societies work. We suffer from Politics that don’t govern, Businesses that don’t share, and Bureaucracies that don’t deliver. These are problems of late-stage democracies in need of a reset. Politicians keep promising – maybe one day one of them will actually make changes!

Latest Podcasts

Latest Video Articles

  • July 6, 2026

    The World Cut, The Berlin Wall and Soft Power vs Russia
  • July 3, 2026

    Happy Birthday America, and what ails Broken Britain
  • July 3, 2026

    We need a revolution in Defence
  • July 1, 2026

    Where have we been, where are we now, and where are we going?
  • July 1, 2026

    Andy Burnham’s Big Vision? More than smiles and eyebrows?

Latest articles in other media

Bill Blain is a leading market commentator. He regularly contributes articles and appears on mainstream financial media. Here is a selection of recent external articles and appearances.

Guest Posts

  • October 26, 2023

    CapX

    Bankers’ bonuses aren’t the reason the City is in terminal decline

  • October 19, 2023

    CapX

    Yousaf-ing a laugh? Scotland’s bond issue is political theatre of the worst kind

  • July 25, 2023

    IFA Magazine

    Potemkin Markets – Shard Capital’s Bill Blain outlines reasons to be cheerful or fearful about current market conditions

  • July 20, 2023

    Master Investor

    Are Big Tech Shares Overheating This Summer?

Podcasts & Videos

  • July 2, 2025

    US Senate Big Beautiful Bill Scrapes Passing

    Bill chats over a range of current subjects with Angeline Ong at IG

  • July 2, 2025

    Be cautious when markets hitting record highs

    Bill joins BNN Bloomberg to share his outlook on the markets.

  • March 19, 2025

    Investing in ‘American exceptionalism’ under pressure

    Bill explains how Trump's tariff attacks are bringing about a drastic change in U.S. investing.

  • July 3, 2024

    Trading UK election

    IG’s Angeline Ong caught up with Wind Shift Capital’s Bill Blain to find out what they are expecting out of [...]