Why be stuck at home when you can Zoom aboard with a far better backdrop, go for a dip at lunchtime – and be just as productive? So, how has working from home been for you?...
About Bill Blain
The Fund Manager
Boosted and bent out of shape
Governments and central banks have had to resort to intervention on a massive scale – there will be a price to pay for the distortion caused. Consequences. It’s always about the...
The Fund Manager
Blain’s Morning Porridge: Irrational is rational
“I don’t love the idea of being a house cat, but what’s the solution?” When you are looking for someone to blame remember this: The Market is not stupid. Participants are. ...
Investor's Notebook
The biggest market failure in British housing isn’t supply
The coronavirus economic shock has already caused UK house prices to wobble – and they may yet tumble if the narrative worsens. As the virus changes society and the way we live,...
The Fund Manager
What’s the matter with German banks?
If you think about German banking, your first thoughts are likely Deutsche Bank’s history of negative headlines and crashing stock price over the last many years. There is a...
The Macro View
Blain’s Morning Porridge – A Wicked Game
Blain's Morning Porridge - June 10 2020: A Wicked Game “It’s strange what desire will make foolish people do..” Where do financial markets go from here? Yesterday headlines were...