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Winter is Coming for the UK
Winter is Coming for the UK The outlook for the UK looks increasingly grim. There are few reasons to hope a new government can reverse the mounting consumer fears, stagflation and the growing sense of decline. “Tell them the North remembers. Tell them Winter is Coming.” This morning. The outlook for the UK looks increasingly grim. […]
The Great Crash of 2022 – What happens next? Go read the Book!
The Great Crash of 2022 – What happens next? Go read the Book! Yesterday’s market meltdown was heralded as a “capitulation trade”, but who knows? What we do know is there an awful lot to worry about, and the conditions for the BIG ONE have been building for decades. Time to re-read The Great Crash, […]
Inflation – Cassandra Speaks
Inflation – Cassandra Speaks Inflation should be front and centre for markets – give or take Ukraine, Oil, etc. How real is it, and just how bad could the consequences be? Not talking about it is one way to ensure it hurts. “The way to crush the bourgeoise is to grind them between the millstones […]
Covid is dead. Energy is the new crisis.
Covid is dead. Energy is the new crisis. Markets are welcoming victory versus COVID, but the next crisis is upon us: Energy instability. The consequences could be dramatic.. “Trying to fire-up the induction hob by rubbing two sticks together proved a waste of time..” This morning: Markets are welcoming victory versus COVID, but the next crisis […]
Is Evergrande a symptom of deeper malaise?
Is Evergrande a symptom of deeper malaise? Evergrande’s imminent default is rocking markets – but few believe the collapse of a Chinese property developer could trigger a global financial crisis. What if Evergrande is just a symptom of a deeper malaise within the Chinese economy and its political/business structures? Maybe there is more at stake […]
Inflation, Covid, Central Banks and Politics – about half the things to really worry about…
Inflation, Covid, Central Banks and Politics – about half the things to really worry about… As markets shake off their summer slumbers, what should we be worrying about? Lots..! From real vs transitory inflation arguments, the long-term economic consequences of Covid, the future for Central Banking unable to unravel its Gordian knot of monetary experimentation, […]
Brace, Brace, Brace: Global Supply Chains, Instability and Archegos
Brace, Brace, Brace: Global Supply Chains, Instability and Archegos You could not make this up; an unimaginably complex WW3 Techno-thriller unfolding as markets stumble and global supply chains hover on the edge of anarchy. On the other hand, maybe that’s just the way it was planned. “The supreme art of war is to subdue the […]
Blain’s Morning Porridge – Sept 22nd 2020: Rocketmen and Viruses
Blain’s Morning Porridge – Sept 22nd 2020: Rocketmen and Viruses “I’m the King of rock and roll, completely…” From the Ministry of Common Sense: “To celebrate this morning’s Autumn Equinox, we’ve decided to commit economic suicide.” The pandemic is a pernicious little beast. It clearly eats away brains. Rising infections are a risk. In the […]
Blain’s Morning Porridge – 21st August 2020 – John Law’s MMT revisited
Blain’s Morning Porridge – 21st August 2020 – John Law’s MMT revisited “Earlier today apparently a woman rang the BBC and said she had heard that there was a hurricane on the way. Well if you are watching, don’t worry, there isn’t.” It’s blowing a full hooley out there this morning, which is very bad news […]
Blain’s Morning Porridge – Aug 11 2020 – Who Pulled the Plug?
Blain’s Morning Porridge – Aug 11 2020 – Who Pulled the Plug? “Unnervingly coherent and laughably mindless” This morning’s opening quote isn’t an independent assessment of the Morning Porridge – but is lifted from a newspaper article on Artificial Intelligence. It ends on a very scary tag: the AI is asked if it is conscious […]
Blain’s Morning Porridge, July 23 2020: This time it’s different?
Blain’s Morning Porridge, July 23 2020: This time it’s different? “Bubbles are far more dangerous when they are fuelled by debt” “This time it’s different”, is one of the most dangerous beliefs in financial markets. This time, things are different – but for a reason. Global Central Banks have pumped liquidity into the financial system […]
Blain’s Morning Porridge – July 10, 2020 – The World Shifts
Blain’s Morning Porridge – July 10, 2020 – The World Shifts “Carthago delenda est” Did you feel the world wobble last night? As Washington imposes sanctions on top level Chinese officals over ethnic abuse in Xinjiang, and waits for Trump to sign “autonomy” action over Hong Kong targeting officials over the new security law, […]
Blain’s Morning Porridge – June 29 2020: What if it’s just begun?
Blain’s Morning Porridge – June 29 2020: What if it’s just begun? What if the real pain is still to come? “That about sums it up for me..” There is an amusing piece on the FTs’ Alphaville listing 20 things investors should look for when trying to work out who will be the next Wirecard. You […]
Blain’s Morning Porridge – June 11 2020: The illusion wears thin
Blain’s Morning Porridge – June 11 2020: The illusion wears thin “It is the system that deserves to be blamed. What those who wish to perpetuate the system deserve is another question.” The Fed did exactly what was expected – nay, demanded! Asset purchase volumes will be maintained while rates will remain near zero for […]
Blain’s Morning Porridge – May 19 2020 – Yoorp Kicks The Can
Blain’s Morning Porridge – May 19 2020 – Yoorp Kicks The Can “I don’t think I could stand another ten years of this fighting…” Yesterday afternoon I set out to cure Coronavirus. I set up a new company, Splurgeldrug.Com, issuing our first press release about promising new drug trials, followed by another reporting how lab […]
