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The UK’s Green Gilt is Marketing Puff and a Pointless Distraction
The UK’s Green Gilt is Marketing Puff and a Pointless Distraction The UK attracted a record £137 bln order book for its £10 bln Green Gilt. But what does the Green Gilt achieve? Its marketing puff. It may disguise how ill-considered and ultimately self-defeating the Government’s rush to looking green has been. No matter how […]
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, […]
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 11th 2020 – Bond Triggers Tumble
Blain’s Morning Porridge – May 11th 2020 – Bond Triggers Tumble “When this baby hits 88 miles per hour, you’re going to see some serious…. “ After last night’s Boris announcement on not reopening the economy, it clearly doesn’t need any further explanation.. (US Readers – complex sarcasm alert.) Over the course of the lockdown, I’ve been […]
Blain’s Morning Porridge – April 23 2002 – Avoiding Pension Crash
Blain’s Morning Porridge – April 23 2002 – Avoiding Pension Crash “In a time of universal deceit – telling the truth is a revolutionary act” Trump is not a complete fool. He knows enough to move oil prices up. Threaten to start a war in the Middle East. Works every time..! Sure enough stocks followed […]
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 23rd 2019
Blain’s Morning Porridge – July 23rd 2019 “Caught in the chaos of the market square, I don’t know what, I don’t know why, but something’s wrong down there… “ As we are about to find out… Jokes aren’t so funny when you find yourself to be the butt. How is a whole country going to […]
Blain’s Morning Porridge – 4th July 2019
Blain’s Morning Porridge – 4th July 2019 “I know of no country in which there is so little independence of mind and real freedom of discussion as in America.” In the headlines this morning: https://morningporridge.com/stuff-im-watching Subscribe to podcast via: https://podcasts.apple.com/gb/podcast/blains-financial-porridge/id1469567347 Happy birthday America! This morning’s intro-quote is over 170 years old – and I could only use it […]
Blain: When This Insane Monetary Experiment Ends You Will Have Zero Chance To Exit
Blain: When This Insane Monetary Experiment Ends You Will Have Zero Chance To Exit This is the day the UK isn’t exiting Europe. Surprised? Not really. Think I’ll try something different this morning – a review of the week touching on some of the key themes we should be thinking about. Let me know what […]
Blain: “Are We Backing The Wrong Country In The Saudi-Iran Race”
Blain: “Are We Backing The Wrong Country In The Saudi-Iran Race” As excerpted from Blain’s Morning Porridge, submitted by Bill Blain Where do we go from here? I’ve said it a few times already – 2019 is likely to see the start of the New Market Reality. Although some pundits claim yesterday’s sell-off was due […]
Blain: “Who Will Purchase The €275 Billion Of Debt Italy Expects To Issue In 2019?”
Blain: “Who Will Purchase The €275 Billion Of Debt Italy Expects To Issue In 2019?” Gamma Ray Bursts, El-Erian on market disruption, Tech Stocks and Italy Bonds. “I’ve always admired Capital Mainwaring.” [I don’t!] I must stop reading newspapers. They are scary. Why worry about stocks and bonds when we’ve apparently got a pinwheel Nebula […]
