Blain's Morning Porridge
Episodes
Destabilisation and Peak Exuberance
19 Dec 2025
Contributed by Lukas
Blain’s Morning Porridge 19th Dec 2025 – Destabilisation and Peak Exuberance “There are more things in Heaven and Earth, Horatio, than are drea...
Bitcoin and Crypto Further Detach from Reality.
17 Dec 2025
Contributed by Lukas
Blain’s Morning Porridge 17th December 2025 – Bitcoin and Crypto Further Detach from Reality.“If you don’t believe it, I’m not going to wast...
The New Economics and Investibility of Defence
16 Dec 2025
Contributed by Lukas
Blain’s Morning Porridge 16th December, 2025: The New Economics and Investibility of Defence“The war was started by career soldiers, but will be f...
Some Big themes for 2026?
15 Dec 2025
Contributed by Lukas
Blain’s Morning Porridge Dec 15th 2025: Some Big themes for 2026?“Santa Baby, one thing I forgot, a yacht and the deeds to a platinum mine…”T...
Outlook 2026: Conflict or Trade?
12 Dec 2025
Contributed by Lukas
Blain’s Morning Porridge Dec 12th, 2025 – Outlook 2026: Conflict or Trade?“The earth is littered with the ruins of empires that once believed th...
The US economy, Potemkin Markets and QE
11 Dec 2025
Contributed by Lukas
Blain’s Morning Porridge Dec 11th, 2025 – The US economy, Potemkin Markets and QE“The IQ of a mob is the IQ of the dumbest member divided by the...
What does new US Security Strategy mean for Markets and Outlook?
09 Dec 2025
Contributed by Lukas
Blain’s Morning Porridge Dec 9th, 2025 – What does new US Security Strategy mean for Markets and Outlook?“For he on honey-dew hath fed, and drun...
Markets, The Global Economy and the ‘26 US Midterms.
08 Dec 2025
Contributed by Lukas
Blain’s Morning Porridge Dec 8th, 2025 – Markets, TheGlobal Economy and the ‘26 US Midterms. “It’s all about the economy, stupid…”This...
Hans-Jeorge Rudloff could teach us much about markets…
04 Dec 2025
Contributed by Lukas
Blain’s Morning Porridge Dec 4th, 2025 – Hans-Jeorge Rudloff could teach us much about markets… “When the Eurobond market exploded, it made Lo...
Pantomime, King Rat, and Outrageous Predictions
03 Dec 2025
Contributed by Lukas
Blain’s Morning Porridge Dec 3rd, 2025 – Pantomime, King Rat, and Outrageous Predictions "It’s behind you, oh no it isn’t!” What’s ...
AI isn’t a bubble, it’s Tech evolution evolving
02 Dec 2025
Contributed by Lukas
Blain’s Morning Porridge Dec 2nd 2025 – AI isn’t a bubble, it’s Tech evolution evolving “The new, new thing will always be superseded by th...
AI isn’t a bubble, it’s Tech evolution evolving
02 Dec 2025
Contributed by Lukas
Blain’s Morning Porridge Dec 2nd 2025 – AI isn’t a bubble, it’s Tech evolution evolving “The new, new thing will always be superseded by th...
Gilts indicate Stability – what is generating the noise?
01 Dec 2025
Contributed by Lukas
Blain’s Morning Porridge – December 1st, 2025: Gilts indicate Stability – what is generating the noise? There are lies, damned lies, statistics...
Bond Markets, Inflation and Economic Dementia
27 Nov 2025
Contributed by Lukas
Blain’s Morning Porridge Nov 27th 2025 – Bond Markets, Inflation and Economic Dementia “I find it fascinating the chainsaw has become an emblem...
Blain’s Morning Porridge 25th Nov 2025 – Markets dancing hard ahead of the hangover
25 Nov 2025
Contributed by Lukas
Markets dancing hard ahead of the hangover“Beware markets full of absolute fabrications presented as irrefutable truths.”Markets drunk on expectat...
Blain’s Morning Porridge Nov, 24th 2025 – The end of the American Age – what will follow?
24 Nov 2025
Contributed by Lukas
The end of the American Age – what will follow? “Let me die in the uniform in which I fought my battles for freedom, may God forgive me for putti...
Blain’s Morning Porridge Nov 20th, 2025 – If it’s not AI, will it be Private Capital Markets that trigger crisis?
20 Nov 2025
Contributed by Lukas
If it’s not AI, will it be Private Capital Markets that trigger crisis?“Private Capital Markets thrive because other markets arerun by compliance ...
Blain’s Morning Porridge Nov 19th, 2025 – Scotland, Kilts and Fitba’, has the world gone mad?
19 Nov 2025
Contributed by Lukas
Scotland, Kilts and Fitba’, has the world gone mad?“We’re on the march wi’ Ally’s Army… we’ll really shakeem up when we win the World Cu...
Blain’s Morning Porridge Nov 18th, 2025 – AI is dead! Long Live AI!
18 Nov 2025
Contributed by Lukas
“It’s the end of the world all over again…” Headlines about a deepening stock sell off, the rising fear” gauge, and unsustainable valuation...
Blain’s Morning Porridge Nov 17th 2025 – The Political Weaponisation of Gilts
17 Nov 2025
Contributed by Lukas
In bonds there is truth – at least there was until politicalcampaigners realised what a powerful tool they might be to amplify political failure. De...
Blain’s Morning Porridge 14th Nov 2025 – How low will Bitcoin go this time?
14 Nov 2025
Contributed by Lukas
How low will Bitcoin go this time?“Trading is playing market sentiment. Investment is aboutpredicting the future.”Bitcoin believers are perfectly ...
Blain’s Morning Porridge Nov 13th 2026 – British Gas and Land Rover are why Britain is Broken.
13 Nov 2025
Contributed by Lukas
Blain’s Morning Porridge Nov 13th 2026 – British Gas and Land Rover are why Britain is Broken.“People will forget what you said and what you did...
Blain’s Morning Porridge Nov 12th 2025 - BBC Crisis is a Disaster for the UK
12 Nov 2025
Contributed by Lukas
Blain’s Morning Porridge Nov 12th 2025 - BBCCrisis is a Disaster for the UK“I would die in a ditch for the impartiality of the BBC.”The BBC is/w...
Blain’s Morning Porridge 11th Nov 2025 – Spitfire Strategic Capital, Tomorrow depends on Today.
11 Nov 2025
Contributed by Lukas
Spitfire Strategic Capital, Tomorrow depends on Today.“… bugles calling for them from sad shires.” The supreme art of war is to subdue the enem...
Blain’s Morning Porridge 10th Nov 2025 – Markets struggle with AI, Bonds and Tweets.
10 Nov 2025
Contributed by Lukas
Markets struggle with AI, Bonds and Tweets. “You need me to lie to old people and scare them intobuying fake medicine? I get it.”There is nothin...
Blain’s Morning Porridge Nov 7th 2025: AI – Noise, Signal, Brace.
07 Nov 2025
Contributed by Lukas
Blain’s Morning Porridge Nov 7th 2025: AI – Noise, Signal, Brace. “Unprecedented market shocks occur with monotonous regularity.” Is the AI...
Blain’s Morning Porridge November 5th 2025 – Rachel Reeves Tells it Like It Is?
05 Nov 2025
Contributed by Lukas
Blain’s Morning Porridge November 5th 2025 – Rachel Reeves Tells it Like It Is?“Controversial means “this will lose you votes.” Courageous m...
Blain’s Morning Porridge Nov 3rd 2025 – Survived October? Back to full on Complacency…
03 Nov 2025
Contributed by Lukas
Survived October? Back to full on Complacency… “The real work is like rugby. Everything is connected. Everyplay has consequences.” Yet again I w...
Blain’s Morning Porridge Halloween 2025 – A Horror Story from 2035.
31 Oct 2025
Contributed by Lukas
A Horror Story from 2035. “The smug mask of virtue triumphant can be almost as horrible as the face of wickedness revealed.” What will the futur...
Blain’s Morning Porridge Oct 30th 2025 – What did the Korea Summit really mean for markets?
30 Oct 2025
Contributed by Lukas
“Come not between the dragon and his wrath” This morning’s meeting in Busan, Korea was short and sweet. Goal achieved - the global meltdown that...
Blain’s Morning Porridge Oct 29th 2025 – How much will AI cost, and how much can we afford?
29 Oct 2025
Contributed by Lukas
How much will AI cost, and how much can we afford? “The greatest trick the devil ever pulled was convincingthe world he didn’t exist..” The AI...
Blain’s Morning Porridge 28th October 2028 – Compare and contrast the Real World with Dreams
28 Oct 2025
Contributed by Lukas
Compare and contrast the Real World with Dreams “And you have burned so very, very brightly…”Gold has taken a bit of a tumble – but is thecor...
Blain’s Morning Porridge Oct 27th 2025 – End of the world or another Trump deal? Which is worse?
27 Oct 2025
Contributed by Lukas
"So, it’s a f*****g coin toss? That is what we get for 50billion dollars?” It is possible to cram Cataclysm, Armageddon and Apocalypseinto a...
Blain’s Morning Porridge October 24th 2025 – Call it Chaos, but we sure do live in interesting times..
24 Oct 2025
Contributed by Lukas
Call it Chaos, but we sure do live in interesting times..“You know nothing John Snow…”Chaos occurs when events break out their usual bounds, and...
Blain’s Morning Porridge Oct 22nd 2025 – As long as there is instability and uncertainty there will be the Yellow Metal
22 Oct 2025
Contributed by Lukas
Blain’s Morning Porridge Oct 22nd 2025 – As long as there is instability and uncertainty there will be the Yellow Metal“Let every nation know, ...
Blain’s Morning Porridge Oct 21st 2025: Time for a rethink on Tech Resiliency?
22 Oct 2025
Contributed by Lukas
Blain’s Morning Porridge Oct 21st 2025: Time for a rethink on Tech Resiliency?“Did someone forget to feed the hamster?”Western economies are de...
Blain’s Morning Porridge Oct 20th 2025 – Mutant Credit Cockroaches? Whatever next?
22 Oct 2025
Contributed by Lukas
Mutant Credit Cockroaches? Whatever next?“Smart men go broke three ways: ladies, liquor and leverage.”Markets feel increasingly nervous. Although ...
Blain’s Morning Porridge Oct 17th 2025 – Hamble Quarry Decision Highlights Corporate Greed and Planning Failure
17 Oct 2025
Contributed by Lukas
Every day we are reminded of injustice in the UK – the fight of postmasters against the Post Office, or haemophiliacs against the medical indifferen...
Catflap While The Dance Band on the Titanic Plays On
15 Oct 2025
Contributed by Lukas
Blain’s Morning Porridge Oct 15 2025 – Catflap While The Dance Band on the Titanic Plays On“ Damn the Torpedoes, full steam…. Boom. gurgle gu...