Latest Articles
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.
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.
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?
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.
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.
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?
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!
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!
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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 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
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 [...]










