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A series of unpredictable things that might or might not happen in 2022!

Occasionally the Morning Porridge strikes a lucky insight on markets – this morning here are some thoughts on how 2022 markets and events may or may not develop. If they occur I shall hail myself an investment genius. If not, can we quietly forget them?

Stock Momentum, Covid and Big Tech

Stock markets feel like they are running out of momentum – but that should not lead to fears of a no-see-um crash, rather a more fundamental assessment of the reasons why? In the UK, Plan B – National Economic Suicide by winter Lockdowns – looks on the cards. And, despite all the wonders of Big Tech and promises about how much better it makes our lives – most of it is pretty pants.

Shaking the Delusional Tree

The collapse of the Super-League Football coup is a great illustration of just how self-delusional big money can be. After delusion comes acceptance, which is what Netflix faces as post-covid subscription growth slows in an increasingly crowded Streaming Wars space. It won’t kill the company, but will refocus investors on the depth of its’ moat and profitability. The same process is likely to be repeated across markets as delusional myths unravel.

Apple Bonds hide a secret..

Blain’s Morning Porridge Feb 2 2020: Apple Bonds hide a secret.. “Adam ate the Apple, and our teeth still ache.”  Yesterday Apple launched a new $14 bln multi-tranche bond deal, raising new debt up to 40 years. It was a…