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Blain's Morning Porridge

Blain’s Morning Porridge 11th Nov 2025 – Spitfire Strategic Capital, Tomorrow depends on Today.

11 Nov 2025

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Spitfire Strategic Capital, Tomorrow depends on Today.“… bugles calling for them from sad shires.” The supreme art of war is to subdue the enemy withoutfighting. As Europe wakes up to the threat, the war in Ukraine shows how quickly the battlespace is evolving. Rearming the West requires a focus on decisive, scalable, deployable technologies to deter further aggression. Let me introduce Spitfire Strategic Capital – a new fund focused on War-Winning Defence Platforms.    Today is Armistice Day, an apt day to announce the launch of Spitfire Capital – Investing in War-Winning Defence Platforms.  Being prepared for war is a lesson European nations are beingforced to relearn at speed. For the right reasons, Donald Trump has made clear hiding beneath the US defence umbrella is no longer an option. While Russia has been preparing to conquer, Europe’s spending priorities lay elsewhere.  Spitfire Capital is a new hybrid private-capital fundspecifically designed to identify and accelerate the development, production and swift deployment of new, decisive war-winning weapons and supportingsystems for the West. In a world of escalating conflict risk, Spitfire’s goal is to finance the reestablishment of full-spectrum defence and deterrence.  

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