Netflix and the end of the FAANG era
5 mins. to read
Netflix expects to lose more subscribers as growth slows, recession and inflation hits, and competition in the streaming wars hots up.
Bill Blain
Markets are priced for perfection – you need to keep an eye on politics
5 mins. to read
The big decisions that will influence markets will come out the political arena, and it’s all going to happen in the next few months.
Time to buy HSBC Shares but don’t bank with them!
5 mins. to read
Bill Blain presents some ideas on how investment imperatives have to adapt as the underlying narrative changes.
I am more and more convinced it’s time to buy UK Plc.
7 mins. to read
There is nothing we Brits like as much as talking ourselves down but has the negativity towards the UK’s prospects gone too far?
It’s been an “interesting” start to 2021… but bad stuff happens in markets
7 mins. to read
The lesson from the first week of the year is that we should drop any assumptions 2021 is going to get any easier
Beware US IPO madness
4 mins. to read
If you really want to worry about how euphoric markets are, think about the US IPO market. Toppy or what?
Bitcoin – Time to get real
5 mins. to read
After a stunning rise in recent months, Bill Blain says it’s time to “get real” about the long-term prospects for Bitcoin and other cryptocurrencies.
China Vs USA: Which economy would you bet on?
4 mins. to read
Is the global economy swinging decisively in China’s favour, or will it prove a longer term struggle? Bill Blain investigates…
Maybe it’s time to put some of the gains from tech stocks in the bank?
8 mins. to read
Bill Blain wonders whether it’s time to cash in some of those tech gains, in preparation for the next phase of the cycle.
Why inflation is set to make a comeback
1 mins. to read
It’s been a long, hot September, and global activity remains muted. The Fed has put tightening on Ice with the market now anticipating modest interest rate rises through next year, while the Bank of Japan is chucking the kitchen sink of extreme monetary policy at the problem of deflation. While markets struggled with a host…