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Blain’s Morning Porridge – 17 Feb 2020: Virus pain and Softbank
Blain’s Morning Porridge – 17 Feb 2020: Virus pain and Softbank “Lord, give me strength to deal with London cyclists…” A quiet day’s play in prospect with a US holiday, and its UK mid-term holiday all week. The Covid19 Coronavirus is likely to remain the dominant issue to worry the markets. Infections continue to […]
Blain’s Morning Porridge – 23rd Jan 2020; Plague, Famine, Trump
Blain’s Morning Porridge – 23rd Jan 2020; Plague, Famine, Trump “Being a bully on the internet is a sure sign of insecurity and weakness…” I glanced up at the screens y’day and caught a headline flashing across the screen: “No more boom bust cycle” said the talking head on the screen. Really? Go ask former Premier Gordon […]
Blain’s Morning Porridge – November 11th 2019
BLAIN’S FINANCIAL PORRIDGE – NOV 11TH 2019 “Johnny Turk he was ready, he primed himself well. He rained us with bullets and showered us with shell. In five minutes flat he’d blown us all to hell. . ” Last week stock markets staged a spectacular rally off the back of the “improved” trade outlook. Bonds […]
November 4th, 2019… Back in the Real World…
November 4th, 2019… Back in the Real World… Trawling through the market headlines this morning, I’m struck by the number of comments about how much better the investment environment looks. There is less likelihood of a global recession, corporate earnings aren’t as bad as expected, and jobs are growing. I am unconvinced. I see worrying […]
Blain’s Morning Porridge – October 21st 2019
Blain’s Morning Porridge – October 21st 2019 “If you wake up on a Casper mattress, work out with a Peloton before breakfast, Uber to your desk at a WeWork, order DoorDash for lunch, take a Lyft home, and get dinner through Postmates, you’ve interacted with seven companies that will collectively lose nearly $14 billion this […]
Blain’s Morning Porridge – September 18th 2019
Blain’s Morning Porridge – September 18th 2019 “There is no equilibrium, we invest into unstable constantly changing markets. ” Why so Calm? Even as the Fed meeting pondered raising rates by a smidge, it had to intervene to pump money into the short-term US financial system for the first time since the 2008 crisis. That’s […]
Blain’s Morning Porridge – Sept 5th 2019
Blain’s Morning Porridge – Sept 5th 2019 “Slipping down Raki and reading Maynard Keynes…” We really should focus on the signals emanating from bond markets. Forget the current political madness – yesterday saw a number of key moments for bond markets: UK Chancellor Sajid Javid hitting the spend button in the UK (whether it actually […]
Blain’s Morning Porridge – Aug 13 – Argentina, Legarde and Europe
Blain’s Morning Porridge – Aug 13 – Argentina, Legarde and Europe “I’m going down to Yasgur’s farm, gonna join me a rock and roll band.…” Global Credibility Under Pressure – We’ve been Tangoed! This morning’s headlines are screaming how Argentina and President Mauricio Macri have precipitated yet another crisis upon the stressed geopolitical battlefront… Relax. […]
Blain’s Morning Porridge – July 29th 2019
Blain’s Morning Porridge – July 29th 2019 “I’ve seen things you people wouldn’t believe. Attack ships on fire off the shoulder of Orion. I watched C-beams glitter in the dark near the Tannhäuser Gate. All those moments will be lost in time, like tears in rain. Time to die.” The UK is a curious […]
Blain’s Morning Porridge – July 11 2019 – Man on the Moon Day!
Blain’s Morning Porridge – July 11 2019 – Man on the Moon Day! “The Sky is not the limit – there are footprints on the Moon.” So many choices for this morning’s quote. The classic Armstrong “One Step” was too obvious. I did think about “To infinity and beyond”. But the one I chose is […]
Blain’s Morning Porridge – July 10 – Will Boeing trigger Crash?
Blain’s Morning Porridge – July 10 – Will Boeing trigger Crash? “Ignite blue touch paper and step back. Do not let Children play with Fireworks.” All eyes on what Powell tells Washington today, but a number of Porridge Readers called to tell me I’m wrong about summer risks! They think my expectation for a long […]
Blain’s Morning Porridge – June 19th 2019
Blain’s Morning Porridge – June 19th 2019 “You cannot be serious…” Check out the new Edition of Property Chronicle: https://vimeo.com/342064460 Oh dear.. Now I am worried. The only positive I can discern is its International Martini Day – Dukes, here we come.. It was a massive Wowser WTF moment on stocks! Donald Trump says he’s having a meeting […]
Blain’s Morning Porridge – May 22 2019 – Tesla and Yoorp worries
Blain’s Morning Porridge – May 22 2019 – Tesla and Yoorp worries “When the bough breaks…” Have you ever watched a house of cards collapse? Sometimes a corner or a side comes down, and it can be sort of fixed… Sometimes the whole thing just gets blown away. My Spidey Senses are all a-tingle this […]
Blain’s Morning Porridge – May 21st 2019
Blain’s Morning Porridge – May 21st 2019 “He knew everything about literature, except how to enjoy it…” Waves of negative news headlines battering markets. Might have to wear a hat.. Huawei – Trade War Threat Level Rises The Huawei embargo raises the trade war threat from undeclared to imminent shooting match. While it’s not quite […]
Blain’s Morning Porridge – 11th February 2019
Blain’s Morning Porridge – 11th February 2019 “A little bit of an altercation in the scrum, they’ll be laughing at that in Hawick.” What a fascinating world we live in. Amazon boss Jeff Bezos exposing himself, and exposes the National Inquirer for attempted blackmail. A young senator, Alexandria Ocasio-Cortez, snaring the headlines and proposing a […]
