Market commentary

I meant natural, not integer

Blain's Morning Porridge "The Road goes ever on and on, down from the door where it began… " Tomorrow morning I start my Charity Walk along the South Downs Way – Winchester to Eastbourne - which means no Porridge next week. Thanks for all the donations. I do urge all readers to think...
Eurekahedge fund August report hits the streets

The August issue of the Eurekahedge hedge fund report has just been issued. Highlights include the following. The Eurekahedge Hedge Fund Index was up 0.62 percent in July, bringing its year-to-date return to 6.48 percent. Roughly 30.8 percent of hedge fund managers in the index have recorded...
Global M&A deal volumes down but transaction multiples remain robust

Global deal volumes fell by 18 percent from 18,443 in the second half of 2018, to 15,076 in the first half of this year according to new research into global M&A activity by Deloitte. Meanwhile transaction multiples remain strong, with increasing competition for quality assets, and mega-mergers...
If your enemy is temperamental

Blain's Morning Porridge "If your enemy is temperamental, seek to irritate him. Pretend to be weak, that he may grow arrogant." So much to think about…but mostly China.. Things you don't normally see in The City of London: This morning I spotted a young lady walking down Fenchurch Street...
It's always about the bond markets

Time flies by

Run for the hills? Nope.


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