Posts Tagged ‘blain’

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 […]

Blain: "We’re Heading Towards A Tragedy That Will Widen The Divisions Between East And West"

Blain’s Morning Porridge, submitted by Bill Blain I’m wondering if the political breakdown we’re currently seeing develop across nation states is something inevitable in terms of economic evolution – a response to new technology and the changing demands societal change creates.  It’s not necessarily a disastrous outlook… but its challenging to find the right investment […]

Blain: "The Threat Board Is Flashing Amber"

Blain’s morning porridge, submitted by Bill Blain of Shard Capital I blew myself up on Sunday… While cooking for a bunch of pals in the back garden I opened the Big-Green-Egg and it burped!  A fireball of superheated charcoal plasma/flame blevied outwards.  The conflagration removed much of my already scarce hair and my left eyebrow. […]

Blain: This Was The Most Pointless Rate Cut In Fed History

Blain’s Morning Porridge, submitted by Bill Blain of Shard Capital With one hand the Fed giveth, a 25 bp basis point cut, but on the other it taketh – Powell’s “mid-cycle adjustment” left markets confused.  Where is the easing to negative-infinity they’d been promised?  The yield curve inverted (spawning a host of headlines about how […]

Blain: "FANG Becomes FAG"

Blain’s Morning Porridge, submitted by Bill Blain “I don’t know, lad. It’s like no cheese I’ve ever tasted. Let’s try another spot. ” Tomorrow is the 50th anniversary of Man on the Moon. Extra points for anyone who gets this morning’s moon connected quote. This morning’s photo is my completed Lego Lunar Lander. Yep. I […]

Blain: There Are Two Kinds Of "China Watcher"

Blain’s Morning Porridge, submitted by Bill Blain of Shard Capital “If you play good cricket, a lot of bad things may remain hidden” What a Splendid Sports Sunday: Wimbledon, Grand Prix and the extraordinary finish to the Cricket World Cup. It’s rare for a Scotsman to be cheering for England – but this one did […]

Blain: Is Boeing About To Trigger The Next Market Crash

Blain’s morning porridge, submitted by Bill Blain All eyes on what Powell tells Washington today, but a number of Porridge Readers called to tell me I’m wrong about summer risks! They think my expectation for a long worried nervous but stable summer before markets are bailed out by accommodative central banks in late Q3 is […]

Blain: This Is The Biggest Question Facing Lagarde As The ECB’s New Head

Blain’s Morning Porridge, submitted by Bill Blain of Shard Capital “Our  credibility is deeply stained by these endless meetings that lead to nothing.” One of the best Pub Games may just have got easier. “Name 5 famous Belgians” is a popular challenge after a couple of pints – the critical point is you are not […]

Blain: "The Group Photo For The G20 Looks Line A Line Up For A Tarantino Film"

Blain’s Morning Porridge, submitted by Bill Blain Sometimes you just have to laugh.. The news a planeload of Brazilian sherpas heading to the Osaka G20 meeting was carrying industrial quantities of cocaine says everything. That’ll spoil the Saturday night party.. Or how about hints EC President Jean-Claude Junker will stay on the Brussels Throne to […]

Blain: "We’re Nearing The Moment When Everyone Tries To Exit The Bond Market At The Same Time – It Will Be 2007 Again"

Blain’s Morning Porridge, from Bill Blain of Shard Capital “They agreed that it was neither possible nor necessary to educate people who never questioned anything.” Apologies about y’day’s outstandingly bad Typo! I was wrong when I wrote the volume of negative yielding Global Debt is around $12.5 bln. It is around $13 trillion! What’s a […]

Blain: "Facebook Is The Last Place We Should Trust As A Banking Hub"

Blain’s Morning Porridge, submitted by Bill Blain “Its midsummer day, and I suppose we should be dancing naked round the stones – on second thoughts, probably not… looks like rain.. A host of things to think about as the week wends towards a weary close…. How about the potential of a hot-war in the Gulf […]

Blain: The House Of Cards Is About To Collapse For Two Reasons…

Blain’s Morning Porridge, submitted by Bill Blain of Shard Capital Have you ever watched a house of cards collapse? Sometimes a corner or a side comes down, and it can be sort of fixed… Sometimes the whole thing just gets blown away.  My Spidey Senses are all a-tingle this morning, triggered by 2 factors: Telsa: […]

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