Global conflict risks are rising. The wars in Ukraine and the Gulf are the openers. However, a global conflict for hegemonic ...

Robert Hillman is a highly experienced City Quant, with a legendary record. He’s also a great mate of Bill! He’s come up with a great analysis of the UK’s Triple Lock Pension policy – looking at it as ...

Markets have a habit of watching the wrong things – which why they are repeatedly shocked by No-See-Ums. Perhaps, the real ...

It’s been a bad week in the AI markets. Suddenly folk are waking up to the growing gap between inflated expectations and ...

Blain’s Morning Porridge – October 14 th, 2026: Revolting France threatens Europe with Irrelevancy. “All the world’s a stage – and the French like to think they are at the centre of it.” French ...

The consequences of the Iran war are escalating in geopolitics, rising conflict risk, inflation and trade, all putting markets under potential pressure. The Super El-Nino threatens a further ...

“Be certain that those who will betray you once will betray you again.” Ukraine was stabbed in the back yesterday. Its defenders found their access to Starshield and Intel on incoming missile strikes ...

Blain’s Morning Porridge, 5 th October 2026 – The History of the Bond Markets. Lessons to learn. “Bonds don’t answer questions. They inflict consequences.” This morning something different. A review ...

It really does feel the Atlantic Ocean got much, much wider. As Europe struggles with riots and populism, financiers in the ...

Elon Musk is the richest man in history. With great wealth comes great power and influence. How wisely is Musk wielding that ...