Blain’s Morning Porridge, August 5th, 2026 “I spent it all on fast boats, fast cars and fast women, and squandered the rest…” As we fearfully watch the markets as the liabilities and exaggerations of AI threaten to unravel, or ponder what games arch-manipulator Scotty Bessant is playing with the Yen… there are times to sit back and wonder what life is really all about? The answer is in doing what makes you happy. In my case its sailing… Instead of trying to explain markets, let me run through how the yacht I was sailing just won Vintage Class at the 200th Cowes Week Sailing Regatta. Key takeaways:A well-prepared yacht, a crew that know their jobs, and the ambition to win.The importance of a plan and communicating it.Being adaptable, eyes in and out the boat, and prepared for the “punch in the mouth” moment.Not being surprised when surprised. Taking advantages of opportunities and not making mistakes.Win by enjoying yourself.You can read the Morning Porridge by subscribing on ⁠www.morningporridge.com⁠, and have it delivered fresh to your inbox every morning!

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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