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TO THE STARS, BUT MARS FIRST To the Stars, but Mars first. SpaceX remains on course to be one of the most important companies ever, and is driving competition to commercialise space and some comments about the UK budget. Bill Blain. March 4, 2021. Blain’s Morning Porridge, SpaceX, Tesla, UK, UK Debt. BUY COPPER, SELL AMERICA The world looks poised on the edge of a synchronous recovery on pandemic recovery, climate-change, renewables and infrastructure investments. It will fuel a massive commodities supercycle, but is not without danger in terms of currency confidence and debt risks. A key proxy will be copper – which could rally strongly, yet still looks cheap in dollar terms. However, the growing sense of VACCINE COLD WAR OR PLAYGROUND SULK? Vaccine Cold War or Playground Sulk? Why is Europe suspending the AstraZeneca Vaccine? What’s the real story? And; The trick to investing in disruptive tech is to spot the solution to a need, rather than an answer looking for a question. Bill Blain. March 16, 2021. Blain’s Morning Porridge, Apple, Bonds, Brexit, Covid, Economy,Politics, Tesla.
THE THREAT BOARD IS LOOKING BUSY Markets are digesting what’s been a fascinating week in terms of swings, tensions and threats. Everything from Supply Chains, Taper and Inflation is on the radar as speculative assets swing widely. Maybe it’s time to sit back, step away and take time to consider the macro issues of recovery, and the micro issues about how the pandemic has altered behaviours. The UK’s bounce bank loans INFLATION, TAPER TANTRUM, MARKET PRICE SUSTAINABILITY, AND Forget the noise from crashing crypto – the big issue for markets is cutting through the buzz of contradictions to perceive the real picture presented by the threats of: inflation, taper tantrum and price sustainability. This is going to be an “interesting” summer.. (If it ever stops raining) MORNING PORRIDGE MAIN PAGE We will never know the truth, but as the rumours multiply, they could trigger renewed trade-war. It could unravel China’s regional hegemony and trigger a dramatic reversal for the global economy -especially for China. Bill Blain’s Morning Porridge –. Bill Blain. May 25, 2021. THE DAILY MORNING PORRIDGE As the UK and Yoorp prepare for a set-to over Sausages, the real issue remains inflation vs deflation. Are rising PPIs in China due to speculation on commodities boosting prices, is inflation due to supply glitches, and are the longer-term threats of Central Bank taper, growing West-East tension, and the reality of pandemic debt likely to tip us back into a deflationary cycle? NEWS - BLAIN'S MORNING PORRIDGE Blain’s Morning Porridge – September 24th 2019 “We have banks that are not only too big to fail, but too NEWS - BLAIN'S MORNING PORRIDGE Blain’s Morning Porridge – September 9th 2019 “There is a time to every purpose under heaven” In the headlines this SUBSCRIBE - BLAIN'S MORNING PORRIDGE In April 2021 The Morning Porridge will become a subscription only service. All existing subscribers will be enrolled at the Bronze Level. You will continue to receive the daily Morning Porridge until April – when you can remain a Bronze Member, or enrol as a Silver Member. The Porridge is going subscription because the costs ofsending
TO THE STARS, BUT MARS FIRST To the Stars, but Mars first. SpaceX remains on course to be one of the most important companies ever, and is driving competition to commercialise space and some comments about the UK budget. Bill Blain. March 4, 2021. Blain’s Morning Porridge, SpaceX, Tesla, UK, UK Debt. BUY COPPER, SELL AMERICA The world looks poised on the edge of a synchronous recovery on pandemic recovery, climate-change, renewables and infrastructure investments. It will fuel a massive commodities supercycle, but is not without danger in terms of currency confidence and debt risks. A key proxy will be copper – which could rally strongly, yet still looks cheap in dollar terms. However, the growing sense of VACCINE COLD WAR OR PLAYGROUND SULK? Vaccine Cold War or Playground Sulk? Why is Europe suspending the AstraZeneca Vaccine? What’s the real story? And; The trick to investing in disruptive tech is to spot the solution to a need, rather than an answer looking for a question. Bill Blain. March 16, 2021. Blain’s Morning Porridge, Apple, Bonds, Brexit, Covid, Economy,Politics, Tesla.
THE THREAT BOARD IS LOOKING BUSY Markets are digesting what’s been a fascinating week in terms of swings, tensions and threats. Everything from Supply Chains, Taper and Inflation is on the radar as speculative assets swing widely. Maybe it’s time to sit back, step away and take time to consider the macro issues of recovery, and the micro issues about how the pandemic has altered behaviours. The UK’s bounce bank loans INFLATION, TAPER TANTRUM, MARKET PRICE SUSTAINABILITY, AND Forget the noise from crashing crypto – the big issue for markets is cutting through the buzz of contradictions to perceive the real picture presented by the threats of: inflation, taper tantrum and price sustainability. This is going to be an “interesting” summer.. (If it ever stops raining) SUBSCRIBE - BLAIN'S MORNING PORRIDGE In April 2021 The Morning Porridge will become a subscription only service. All existing subscribers will be enrolled at the Bronze Level. You will continue to receive the daily Morning Porridge until April – when you can remain a Bronze Member, or enrol as a Silver Member. The Porridge is going subscription because the costs ofsending
PANDEMIC - BLAIN'S MORNING PORRIDGE Markets are digesting what’s been a fascinating week in terms of swings, tensions and threats. Everything from Supply Chains, Taper andInflation is
MICRO - BLAIN'S MORNING PORRIDGE As the UK and Yoorp prepare for a set-to over Sausages, the real issue remains inflation vs deflation. Are rising PPIs in China due to speculation on commodities boosting prices, is inflation due to supply glitches, and are the longer-term threats of Central Bank taper, growing West-East tension, and the reality of pandemic debt likely totip us back into
NEWS - BLAIN'S MORNING PORRIDGE The International Energy Authority (IEA) is grabbing all the climate change headlines with its demands for Carbon Zero by 2050 and increased spending on renewable energy. THINGS CAN ONLY GET ? Blain’s Morning Porridge – April 1 st 2021 – Things Can Only Get ? “No one ever went broke underestimating the intelligence of the people” This morning: Q1 was “interesting”.More financial madness in 3 months than I’ve seen in 35 years, but at least it wasfun.
FORGET INFLATION, STAGFLATION MAY BE THE THREAT Money supply economists argue inflation is nailed on, even if Central Banks and Governments taper QE and hold back further fiscal spending binges. But the consequences of the last 12 years of monetary experimentation, the massive inflation in financial asset prices, the changed investment environment, and rising inequality mean the coming crisis really will be different this time. BUY COPPER, SELL AMERICA The world looks poised on the edge of a synchronous recovery on pandemic recovery, climate-change, renewables and infrastructure investments. It will fuel a massive commodities supercycle, but is not without danger in terms of currency confidence and debt risks. A key proxy will be copper – which could rally strongly, yet still looks cheap in dollar terms. WORRY ABOUT THE REAL STUFF Worry About the Real Stuff. There are plenty of positive news stories emerging as the global economy reopens, but also an increasing number of real-world tangible threats emerging. The Pandemic has affected economies from top to bottom, and many issues won’t be resolved overnight. For markets the issues to consider aren’t just inflationor
FAILING GLOBAL POLITICS AND INFLATION WILL BE A NASTY Across the Occidental Economy there seems a trend towards political failure as polarization, sleaze and opportunism takes hold, even as electorates suffer from increasing inequality and declining prospects. As the threat of post-pandemic inflation rises, the ingredients are all there for further instability and labour strife. It’s all happening as the geo-political spheres of influence WILL THE AGREEMENT ON GLOBAL TAX EVER BECOME A REALITY The G7 agreement is being hailed as a great step forward, but will it ever happen? Janet Yellen’s call for higher rates is a clear sign the problem of financial asset inflation will finally be addressed – the question is how painful the treatment and taper tantrum will be? Not addressing financial asset inflation is a far bigger risk than the debt crisis many monetary traditionalists MORNING PORRIDGE MAIN PAGE We will never know the truth, but as the rumours multiply, they could trigger renewed trade-war. It could unravel China’s regional hegemony and trigger a dramatic reversal for the global economy -especially for China. Bill Blain’s Morning Porridge –. Bill Blain. May 25, 2021. THE DAILY MORNING PORRIDGE The International Energy Authority (IEA) is grabbing all the climate change headlines with its demands for Carbon Zero by 2050 and increased spending on renewable energy. The IEA now represents the consensus – the received wisdom. How achievable are their targets? Or will economic reality and rising costs of climate abatement result in something very different? It’s easy to demandHEALTH CARE
The G7 agreement is being hailed as a great step forward, but will it ever happen? Janet Yellen’s call for higher rates is a clear sign the problem of financial asset inflation will finally be addressed – the question is how painful the treatment and taper tantrum will be? NEWS - BLAIN'S MORNING PORRIDGE The International Energy Authority (IEA) is grabbing all the climate change headlines with its demands for Carbon Zero by 2050 and increased spending on renewable energy. NEWS - BLAIN'S MORNING PORRIDGE Blain’s Morning Porridge – Nov 15th 2019 “Liberty, equality, fraternity, or death; the last, much the easiest to bestow, O SUBSCRIBE - BLAIN'S MORNING PORRIDGE In April 2021 The Morning Porridge will become a subscription only service. All existing subscribers will be enrolled at the Bronze Level. You will continue to receive the daily Morning Porridge until April – when you can remain a Bronze Member, or enrol as a Silver Member. The Porridge is going subscription because the costs ofsending
THINGS CAN ONLY GET ? Blain’s Morning Porridge – April 1 st 2021 – Things Can Only Get ? “No one ever went broke underestimating the intelligence of the people” This morning: Q1 was “interesting”.More financial madness in 3 months than I’ve seen in 35 years, but at least it wasfun.
GREENWASHING THE UGLY TRUTH ABOUT OCEANS Blain’s Morning Porridge – 9 th April 2021 – Greenwashing the ugly truth about Oceans “Give a man a fish and he will eat for a day, teach him to fish and he will destroy the planet” This morning: Seaspiracy is a shocking, flawed, yet critical film.It should set the market thinking about what sustainability really means, addressing how we skirt the real issues on climate change and MARKETS RALLY, BUT WHAT ABOUT COVID? Markets look set to rally strongly into Q2, but are they over-exuberant? The rise in deaths and new strains in Brazil hints the Covid war isn’t won yet, there are rising political risks in Europe, and widening wealth inequality is apparent everywhere. Just how solid are our expectations of stability, renewed global travel and recovery if Covid is here for the long-term? VACCINE COLD WAR OR PLAYGROUND SULK? Vaccine Cold War or Playground Sulk? Why is Europe suspending the AstraZeneca Vaccine? What’s the real story? And; The trick to investing in disruptive tech is to spot the solution to a need, rather than an answer looking for a question. Bill Blain. March 16, 2021. Blain’s Morning Porridge, Apple, Bonds, Brexit, Covid, Economy,Politics, Tesla.
MORNING PORRIDGE MAIN PAGE We will never know the truth, but as the rumours multiply, they could trigger renewed trade-war. It could unravel China’s regional hegemony and trigger a dramatic reversal for the global economy -especially for China. Bill Blain’s Morning Porridge –. Bill Blain. May 25, 2021. THE DAILY MORNING PORRIDGE The International Energy Authority (IEA) is grabbing all the climate change headlines with its demands for Carbon Zero by 2050 and increased spending on renewable energy. The IEA now represents the consensus – the received wisdom. How achievable are their targets? Or will economic reality and rising costs of climate abatement result in something very different? It’s easy to demandHEALTH CARE
The G7 agreement is being hailed as a great step forward, but will it ever happen? Janet Yellen’s call for higher rates is a clear sign the problem of financial asset inflation will finally be addressed – the question is how painful the treatment and taper tantrum will be? NEWS - BLAIN'S MORNING PORRIDGE The International Energy Authority (IEA) is grabbing all the climate change headlines with its demands for Carbon Zero by 2050 and increased spending on renewable energy. NEWS - BLAIN'S MORNING PORRIDGE Blain’s Morning Porridge – Nov 15th 2019 “Liberty, equality, fraternity, or death; the last, much the easiest to bestow, O SUBSCRIBE - BLAIN'S MORNING PORRIDGE In April 2021 The Morning Porridge will become a subscription only service. All existing subscribers will be enrolled at the Bronze Level. You will continue to receive the daily Morning Porridge until April – when you can remain a Bronze Member, or enrol as a Silver Member. The Porridge is going subscription because the costs ofsending
THINGS CAN ONLY GET ? Blain’s Morning Porridge – April 1 st 2021 – Things Can Only Get ? “No one ever went broke underestimating the intelligence of the people” This morning: Q1 was “interesting”.More financial madness in 3 months than I’ve seen in 35 years, but at least it wasfun.
GREENWASHING THE UGLY TRUTH ABOUT OCEANS Blain’s Morning Porridge – 9 th April 2021 – Greenwashing the ugly truth about Oceans “Give a man a fish and he will eat for a day, teach him to fish and he will destroy the planet” This morning: Seaspiracy is a shocking, flawed, yet critical film.It should set the market thinking about what sustainability really means, addressing how we skirt the real issues on climate change and MARKETS RALLY, BUT WHAT ABOUT COVID? Markets look set to rally strongly into Q2, but are they over-exuberant? The rise in deaths and new strains in Brazil hints the Covid war isn’t won yet, there are rising political risks in Europe, and widening wealth inequality is apparent everywhere. Just how solid are our expectations of stability, renewed global travel and recovery if Covid is here for the long-term? VACCINE COLD WAR OR PLAYGROUND SULK? Vaccine Cold War or Playground Sulk? Why is Europe suspending the AstraZeneca Vaccine? What’s the real story? And; The trick to investing in disruptive tech is to spot the solution to a need, rather than an answer looking for a question. Bill Blain. March 16, 2021. Blain’s Morning Porridge, Apple, Bonds, Brexit, Covid, Economy,Politics, Tesla.
HEALTH CARE
The G7 agreement is being hailed as a great step forward, but will it ever happen? Janet Yellen’s call for higher rates is a clear sign the problem of financial asset inflation will finally be addressed – the question is how painful the treatment and taper tantrum will be? NEWS - BLAIN'S MORNING PORRIDGE Blain’s Morning Porridge – January 6th 2020 “A decade feels a lot longer than 10-years because people change in accordance NEWS - BLAIN'S MORNING PORRIDGE The International Energy Authority (IEA) is grabbing all the climate change headlines with its demands for Carbon Zero by 2050 and increased spending on renewable energy. NEWS - BLAIN'S MORNING PORRIDGE Blain’s Morning Porridge – January 24th2020 “In the short-run the market is a voting machine, but in the long run NEWS - BLAIN'S MORNING PORRIDGE Blain’s Morning Porridge – November 5th 2019 “Threescore barrels, laid below. To prove old England’s overthrow..” Blain’s Financial Porridge Podcast NEWS - BLAIN'S MORNING PORRIDGE Blain’s Morning Porridge – December 3rd 2019 “Bonjoooouuuur, ya cheese-eating surrender monkeys!” Not that I would ever imposeanything illegal,
WE WON THE WAR ON COVID, NOW BEAT DEMENTIA! Blain’s Late Morning Porridge – June 8 2021 – We won the war on Covid, now beat Dementia! “You may set out to find one thing, and end up discovering something entirely different.” THINGS CAN ONLY GET ? Blain’s Morning Porridge – April 1 st 2021 – Things Can Only Get ? “No one ever went broke underestimating the intelligence of the people” This morning: Q1 was “interesting”.More financial madness in 3 months than I’ve seen in 35 years, but at least it wasfun.
BLAIN’S MORNING PORRIDGE Blain’s Morning Porridge Special – Get Real about Bitcoin, 20th Nov 2020 The current uncertainty on markets, politics, governmentpandemic
WILL THE AGREEMENT ON GLOBAL TAX EVER BECOME A REALITY The G7 agreement is being hailed as a great step forward, but will it ever happen? Janet Yellen’s call for higher rates is a clear sign the problem of financial asset inflation will finally be addressed – the question is how painful the treatment and taper tantrum will be? Not addressing financial asset inflation is a far bigger risk than the debt crisis many monetary traditionalistsSkip to content
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Daily insights, analysis and explanation of the key themes and events driving global financial markets Bill Blain’s Morning Porridge –* Bill Blain
* June 4, 2021
* 9:06 am
* 0 comments
Boom? The ultimate meme/disruptive nonsense stock? Boom Supersonic has “sold” 15 new aircraft to United Airlines. They are still in development, will be “sustainable” and “carbon-zero”, and make supersonic flight as cheap as cheap. Really? The laws of aerodynamics and economics don’t bend that easy! It might make a great SPAC or meme stock story, but if it everflies….
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------------------------- Bill Blain’s Morning Porridge –* Bill Blain
* June 4, 2021
* 9:06 am
* 0 comments
Boom? The ultimate meme/disruptive nonsense stock? Boom Supersonic has “sold” 15 new aircraft to United Airlines. They are still in development, will be “sustainable” and “carbon-zero”, and make supersonic flight as cheap as cheap. Really? The laws of aerodynamics and economics don’t bend that easy! It might make a great SPAC or meme stock story, but if it everflies….
Bill Blain’s Morning Porridge –* Bill Blain
* June 3, 2021
* 9:27 am
* 2 comments
Net Carbon Zero – is this the only way? The International Energy Authority (IEA) is grabbing all the climate change headlines with its demands for Carbon Zero by 2050 and increased spending on renewable energy. The IEA now represents the consensus – the received wisdom. How achievable are their targets? Or will economic reality and rising costs of climate abatement result in something very different? It’s easy to demand neutrality – but will be frighteningly difficult to achieve. Bill Blain’s Morning Porridge –* Bill Blain
* June 1, 2021
* 8:48 am
* 2 comments
Militant ESG in Oil will trigger consequences elsewhere ESG tightened its grip on markets in a succession of wins over oil majors. Is that a good or bad thing? Probably better shareholders decide a company’s green objectives than them being set by bureaucrats, but there will be consequences. Bill Blain’s Morning Porridge –* Bill Blain
* May 28, 2021
* 9:02 am
* 1 comment
What comes next as the US argues about how many Angels are needed toplug a dam?
Nothing to worry about… except Pandemic, Bonds, Inflation or Deflation, Record Container Prices and Geopolitics? Is there any chance of compromise and a deal on the US infrastructure package everyone agrees is necessary – or will it sink into the partisan swamp? And Cathie Wood talks up her investment strategies – but what’s the substance behind the leading Zeitgeist Investor? Bill Blain’s Morning Porridge –* Bill Blain
* May 26, 2021
* 9:20 am
* 3 comments
BatPoop Crazy Stories May Herald a New Trade War Everyone loves a conspiracy theory, but what if the stories Covid escaped from a China virus lab take hold? We will never know the truth, but as the rumours multiply, they could trigger renewed trade-war. It could unravel China’s regional hegemony and trigger a dramatic reversal for the global economy -especially for China. VIEW MORNING PORRIDGE POST ARCHIVE Daily analysis and explanation of the key themes and events driving global financial markets from Bill Blain, Market Strategist, ShardCapital.
BILL’S OTHER ARTICLES The Property Chronicle On a wind and a prayerCAPX
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Markets are priced for perfection – you need to keep an eye onpolitics
The Property Chronicle The tail that wags the dogFinance Monthly
This month’s Finance Monthly article looks at how ESG has become a goal in itself rather than an route to achieving laudable investmentobjectives.
The Property Chronicle TO INFINITY AND BEYOND… VIEW ARTICLE ARCHIVE LATEST BILL BLAIN’S VIDEOPrev
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