Blain's Morning Porridge

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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
Bill Blain
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The market has spawned a whole new class of stocks: Trend Stocks – based on what we collectively believe about the future. Non Fungible Tokens (NFTs…
Bill Blain
Global Supply Chains could be stressed by the boat jammed in the Suez Canal. The lessons from the Pandemic offer an opportunity to rethink Global…
Bill Blain
Demand for the EU’s Social Bond deal was strong as ESG funds scramble to find qualifying assets, but just how much ESG is enough? Has ESG got overly…
Bill Blain
The collapse of Greensill involved a predicable cast of unwise enablers. It should serve as a warning to the growing number of Alternative Asset buyers…
Bill Blain
As vaccine wars hot up and markets worry about interest rates and central bank action, the theme of price distortion continues to unsettle valuations.
Bill Blain
Top Articles from Blain's Morning Porridge the week just gone!
Bill Blain
Central Banks are playing the “lower for longer” interest rate card to reassure markets on growth. There are always consequences of such actions …
Bill Blain
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Blain's Morning Porridge

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