Posts Tagged ‘blain’

Blain: Is This The Moment To Buy?

Blain’s Morning Porridge, submitted by Bill Blain, Hammersmith Palais, the Bolshoi Ballet, being rather silly and Porridge Oats..” This morning I have sniffles, a runny nose, I’m sneezing, and I’ve got a stonking headache. I’m certain it’s not the Wuhan flu – the symptoms started soon after I got back from a really fun cycle […]

Blain: This Crisis Isn’t About The Wuhan Flu… It’s Much More

Authored by Bill Blain via, New World – What To Do? “Stands the clock at ten to three, and is there honey still for tea?” A week ago on Monday morning I was furiously trying to get up to London, delayed yet again – because of a tree on the line. It was worth […]

Blain: "Step Back, Hunker Down, Get Ready…"

Authored by Bill Blain via, “Vulgar, but not a vulgar as Louis Vuitton, thought Sherman.” Perhaps it’s time to think the unthinkable and close markets for a few weeks?  Today we might be seeing a rash of desparate new efforts by central banks to promise liquidity to Treasuries, to pump money into stocks and […]

Blain: "There Just Isn’t A Plan!!"

Authored by Bill Blain via, “In terms of unconvincing rallies, yesterday takes the Tunnock’s Caramel Wafer – Scotland’s National Biscuit.”  During the last crisis we reassured ourselves there was a firm hand on the tiller, that the great ship of the global economy was being steered away from the rocks and the lee shore […]

Blain: "We Are Past The ‘Buy The Dip’ Moment"

Authored by Bill Blain via, This is going to be a challenging week. Coronavirus is the dominant feature, and its unknowable.  As an exogenous shock its out-with-normal market experience.  The speed at which it’s apparently taking hold in Italy is properly scaring the pants off the authorities across the Occident. The media can’t help […]

Blain: "I Am Still Trying To Figure Out How Boeing Survives"

Blain’s Morning Porridge, submitted by Bill Blain of Shard Capital “If you can walk away from a landing, it’s a good landing. If you can use the plane the next day, its an outstanding landing.” No US China trade deal!  Just threats of more tariffs – quelle surprise. After Tesla made a surprise profit and […]

Blain: "It Makes Me Wonder Where All The Liquidity The Fed Is Pumping Is Going"

Blain’s Morning Porridge, submitted by Bill Blain “Damned if we do, damned if we don’t.. pass me a penny.. ”  The global markets continues to wobble along. Trade deal or no deal..? Lots of talking heads saying it might happen, it might not, the potential credibility costs if its not.  Meanwhile, all eyes on Hong […]

Blain: "UK Politics Is Half-Way To Hell In The Proverbial Handbasket"

Blain’s Morning Porridge, submitted by Bill Blain of Shard Capital “He would, wouldn’t he?” What have we got to look forward to this week? Markets will be watching for smoke signals hinting at some agreement on trade between the US and China..  I suspect there will be little tangible, just more promises and electioneering dressed […]

Blain: "I’m Downgrading The Likelihood Trump Is Impeached"

Blain’s Morning Porridge, submitted by Bill Blain of Shard Capital “If voting made any difference, they wouldn’t let us do it…” China and the US continue to dance around each other’s handbags to reach a phase one agreement – the Chinese will agree if there is tariff cancellation which Trump isn’t ready to give, and […]

Blain: Since Trump Came To Power, He’s Been The Single Most Dominant Mover Of Markets

Blain’s Morning Porridge, submitted by Bill Blain “Surely we should have clever people in Parliament?”… “Seems like a good idea, why don’t we try it?” I’ve been writing the Porridge since 2007. I started in finance in 1985, and my career has been dominated by market moves, innovation, central banks, economic direction, and more recently […]

Blain: "When There Is Too Much Cash The Market Will Remain Irrational For Longer"

Blain’s Morning Porridge, submitted by Bill Blain of Shard Capital “Johnny Turk he was ready, he primed himself well. He rained us with bullets and showered us with shell. In five minutes flat he’d blown us all to hell. . ” Last week stock markets staged a spectacular rally off the back of the “improved” […]

Blain: If Yields Rise Any Higher, The Melt-Up Will Quickly Reverse

Blain’s morning porridge, submitted by Bill Blain of Shard Capital “The vegetation is of iron, dead tanks, gun barrels split like celery, the metal brambles have no flowers or berries.. ” Stock markets are staging a Melt-up! China and the US have agreed to roll back sanctions. Whoopee! Everything is fine and dandy.  No… it’s […]

Blain: "Trump Could Not Have Planned It Better"

Blain’s morning porridge, submitted by Bill Blain “Threescore barrels, laid below. To prove old England’s overthrow..” Tonight the UK celebrates a plot in 1605 to blow up the King and Parliament.  If only… most porridge readers are probably thinking.  We now associate the Gunpowder plot with Guy Fawkes –   a hired mercenary. The leaders of […]

Blain: "It Feels We’ve Reached The End Of Something"

Blain’s Morning Porridge, submitted by Bill Blain of Shard Capital “There are short ladders and very long snakes. That one took us back to square 1..” Trawling through the market headlines this morning, I’m struck by the number of comments about how much better the investment environment looks. There is less likelihood of a global […]

Blain: "It’s All About Politics"

Blain’s Morning Porridge, submitted by Bill Blain “I’d rather play jazz. I hate rock and roll.” Another challenging week in prospect for global markets….  But let’s move on from worrying about how dangerous bond yields look, why the glue holding the horns on the Unicorns seems to be coming unstuck, or fearing just how horrid […]

Blain: Investors Will Be Asking Themselves: "How Could We Have Been So Stupid?"

Blain’s morning porridge, submitted by Bill Blain of Shard Capital “Don’t just book it.. Thomas Cook it.. Perhaps not..” It’s the Autumn equinox… Winter is coming… Interesting week in prospect with the great and the good hobnobbing in New York for the UN Climate Action gab-fest.  Which global leader will win the prize for the […]

Blain: "Someone Should Ask Why Saudi Is Doing So Badly In Conflict With The Unsophisticated Houthi Tribesmen"

Blain’s Morning Porridge, submitted by Bill Blain “Sand, Sand and more Sand.. no wonder they are so grumpy.. ” Just like comedy, the secret of a market-jarring global shock is TIMING.. As Washington scrambles for face-saving evidence to pin on Iran, there are some pretty fundamental questions to be asked about the weekend precision strikes […]

Blain: Europe Is Heading Down A New Road – The Fiscal Super-Highway

Blain’s Morning Porridge, submitted by Bill Blain of Shard Capital “They live in the sea, eat plankton for tea, oh! bloody great fishes are Whales” What surprised me listening to the UK’s premier national news programme was the complete absence of any discussion on Yesterday’s critical ECB meeting.  For all the complaints the BBC is […]

Blain: None Of These Are Questions To Which People Want To Hear The Answers

Blain’s Morning Porridge, submitted by Bill Blain of Shard Capital  “Six impossible things before breakfast…” One of my colleagues came over this morning and said: “Bill, you have the easiest job in the World. Brexit: the gift that just keeps on giving.”  True.  For sheer horror value it’s the equivalent of lining up a whole […]

Blain: "You Can’t Push Tear Gas Back Into The Bottle Once It Has Been Opened"

Blain’s Morning Porridge, submitted by Bill Blain Our swanky lifts blare out constant BBC News Opinion. Overheard this morning: “Switch it off.… we’re bored..” There is other stuff going on.  Trade continues to dominate the flows – when will we get the next meeting between the US and China? Not that we have particularly high […]

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