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Blain’s Morning Porridge – March 29 2021: 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…
Mar 29, 2021
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Bill Blain
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Blain’s Morning Porridge – March 29 2021: Brace, Brace, Brace: Global Supply Chains, Instability and Archegos
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Blain’s Morning Porridge – March 26 2021: Trading and Investing In “Trend Stocks”
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…
Mar 26, 2021
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Bill Blain
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Blain’s Morning Porridge – March 26 2021: Trading and Investing In “Trend Stocks”
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Blain’s Morning Porridge – March 25 2021: Positive Infrastructure Spending will help!
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…
Mar 25, 2021
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Bill Blain
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Blain’s Morning Porridge – March 25 2021: Positive Infrastructure Spending will help!
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Blain’s Morning Porridge – March 24 2021: Holier than thou ESG?
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…
Mar 24, 2021
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Bill Blain
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Blain’s Morning Porridge – March 24 2021: Holier than thou ESG?
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Blain’s Morning Porridge – March 23 2021: All that Glitters is not Gold
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…
Mar 23, 2021
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Bill Blain
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Blain’s Morning Porridge – March 23 2021: All that Glitters is not Gold
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Blain’s Morning Porridge – March 22 2021: Interest rates and vaccine wars unsettle markets, and just how distorting might ESG prove?
As vaccine wars hot up and markets worry about interest rates and central bank action, the theme of price distortion continues to unsettle valuations.
Mar 23, 2021
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Bill Blain
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Blain’s Morning Porridge – March 22 2021: Interest rates and vaccine wars unsettle markets, and just how distorting might ESG prove?
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Blain's Morning Porridge - Weekly Roundup - March 20
Top Articles from Blain's Morning Porridge the week just gone!
Mar 20, 2021
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Bill Blain
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Blain's Morning Porridge - Weekly Roundup - March 20
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Blain's Morning Porridge - March 18 2021, Low Rates? There will be consequences
Central Banks are playing the “lower for longer” interest rate card to reassure markets on growth. There are always consequences of such actions …
Mar 20, 2021
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Bill Blain
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Blain's Morning Porridge - March 18 2021, Low Rates? There will be consequences
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Financial Commentary for Smart People
Welcome to Blain's Morning Porridge by me, Bill Blain. Strategist & Capital Markets Sign up now so you don’t miss the first issue. In the…
Mar 20, 2021
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Bill Blain
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Financial Commentary for Smart People
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