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The Daily Morning Porridge

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UK Post Office Scandal is about Corporate Governance – Markets Take Note!

Jan. 9, 2024, 9:12 a.m.

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More of the same, and to the confoundation of EasyJet.

Jan. 8, 2024, 9:29 a.m.

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Christmas is a Stress-Fest, but a good excuse for some predictions about 2024.

Dec. 22, 2023, 6:53 a.m.

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The reality of consumption and investment vs market hopes: inflation, rates and wages.

Dec. 21, 2023, 7:39 a.m.

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Big Changes to the Morning Porridge in 2024 – New Resolutions and New Business

Dec. 20, 2023, 9:14 a.m.

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The IPO Market is Dead! Long Live IPOs!

Dec. 19, 2023, 6:58 a.m.

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A whiff of Corruption in the House of Lords and Voter Unrest – Instability!

Dec. 18, 2023, 8:06 a.m.

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Interest rates will fall a smidge, but normalisation is the goal

Dec. 15, 2023, 9:35 a.m.

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Migration has become the big distraction that could end the West – but it’s not the problem!

Dec. 13, 2023, 9:40 a.m.

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An alternative outlook on Equities! Guest Post from Julian Wheeler

Dec. 12, 2023, 8:16 a.m.

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Reasons to be Cheerful Part 33: It’s just a Business Cycle.

Dec. 11, 2023, 10:21 a.m.

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An Open Letter to Hampshire County Council – Rejecting Hamble Urban Quarry: Risky and Unsustainable

Dec. 10, 2023, 11:10 a.m.

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2024 – The World and Market Outlook according to Blain

Dec. 8, 2023, 7:50 a.m.

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Betraying Ukraine and the Myth of Systemic Crisis in Private Credit

Dec. 7, 2023, 7:11 a.m.

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Outrageous Predictions and why 2024 will be about China, elections, oil and conflict!

Dec. 6, 2023, 9:05 a.m.

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Quantum Computing and what it might mean for Bitcoin vs Gold

Dec. 5, 2023, 8:11 a.m.

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Gold, Always Believe in Gold!

Dec. 4, 2023, 8:04 a.m.

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COP 28 May Put Saving The Planet Back on Track

Dec. 1, 2023, 8:26 a.m.

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Interest Rate Scenarios: Stick with the Normalisation Cure, or another Puff of QE Skunk?

Nov. 30, 2023, 7:48 a.m.

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Some of Charlie Munger’s Genius Investment Quotes – And why bonds won’t get much better!

Nov. 29, 2023, 8:16 a.m.

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Flying the Atlantic on Unicorn Poop!

Nov. 28, 2023, 7:26 a.m.

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The Rise of the Right and it’s consequences for Markets

Nov. 27, 2023, 8:54 a.m.

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Guest Post: Sports – Why it’s the Hot Investment Arena

Nov. 24, 2023, 8:16 a.m.

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Why we won’t fix the UK by selling Natwest to irrational retail investors….

Nov. 23, 2023, 8:58 a.m.

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OpenAI’s FUBAR Corporate Governance is a lesson for every Company!

Nov. 21, 2023, 7:46 a.m.

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