Financial Commentary For Smart People
Bill Blain makes sense of the nonsense driving Global markets…
Since 2007, The Morning Porridge has cut to the heart of global finance and markets with unbiased, unrestrained, practical and pragmatic explanations, insights, themes, consequences and analysis of the major trends.
If you want to know what Markets did, buy yourself an FT subscription or Bloomberg. Or you could read the turgid prose of bank research, devoid of imagination, cleansed of opinions, and written to appease compliance officers! Or learn what's actually going on with the Porridge!
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Financial Commentary For Smart People
Bill Blain makes sense of the nonsense driving Global markets…
Since 2007, The Morning Porridge has cut to the heart of global finance and markets with unbiased, unrestrained, practical and pragmatic explanations, insights, themes, consequences and analysis of the major trends.
If you want to know what Markets did, buy yourself an FT subscription or Bloomberg. Or you could read the turgid prose of bank research, devoid of imagination, cleansed of opinions, and written to appease compliance officers! Or learn what's actually going on with the Porridge!
Blain’s Morning Porridge Oct 22nd 2025 – As long as there is instability and uncertainty there will be the Yellow Metal
Blain's Morning Porridge Podcast
11 minutes
3 weeks ago
Blain’s Morning Porridge Oct 22nd 2025 – As long as there is instability and uncertainty there will be the Yellow Metal
As long as there is instability and uncertainty there will be the Yellow Metal
“Let every nation know, whether it wishes us well or ill, that we shall pay any price, bear any burden, meet any hardship, support any friend, oppose any foe to assure the survival and the success of liberty..”
Gold Prices stumbled earlier this week. It is a bursting bubble? Nope. Markets will remain uncertain – while the world’s geopolitical polarity is shifting Gold remains the safe-haven play. That shift is being accelerated by events as the stability that fuelled the last 80 years of growth is undermined by bad politics and division.
Much of the Financial Commentariat was determined to bury Gold yesterday – hailing the 6% price tumble as the start of an inevitable rout, a sign of a massively over-bought bubble bursting, and (inevitably) there was a shout from the crypto-crypt in the dank basement about its time as a safe-haven being over.. Whateva…
It was a correction, and suggests the Gold market might have got ahead of itself. Watch what the 200 day moving average does, or read the headlines, but ask yourself: did anything really change? Nope.
Blain's Morning Porridge Podcast
Financial Commentary For Smart People
Bill Blain makes sense of the nonsense driving Global markets…
Since 2007, The Morning Porridge has cut to the heart of global finance and markets with unbiased, unrestrained, practical and pragmatic explanations, insights, themes, consequences and analysis of the major trends.
If you want to know what Markets did, buy yourself an FT subscription or Bloomberg. Or you could read the turgid prose of bank research, devoid of imagination, cleansed of opinions, and written to appease compliance officers! Or learn what's actually going on with the Porridge!