Blain’s Morning Porridge, July 8th, 2026: Is this the End of Nato? “Trump is America’s answer to Soviet leader Mikhail Gorbachev, weakening a superpower he meant to strengthen.”NATO has been the core of the Western Alliance and Transatlantic Economy. The men in the ill-fitting Florsheim dress shoes have broken it. What will follow is uncertain, but will clearly impact global markets and geopolitics to an enormous degree. The deepening Atlantic rift puts the need for European defence, sovereignty and resilience right at the top of the priority list. Will this week’s Ankara NATO summit be remembered as the moment NATO ruptured?The summit is heading for the rocks. The strongest and most successful military alliance and economic alignment in global history is cracked. If/when it splinters into broken shards, it will be the definitional end to the era of growth and prosperity that defined the American era.The end of the transatlantic economy will have massive consequences for global trade, markets, and geopolitical alliances. Every investor should be factoring in the probabilities it may happen with their portfolio structures in terms of bonds and tech. It will trigger a rethink/reset of literally every single aspect of modern societies in terms of who controls what, supply chains, and strategic sovereignty as “the pond” becomes a “sundering sea”.You can read the Morning Porridge by subscribing on ⁠www.morningporridge.com⁠, and have it delivered fresh to your inbox every morning!

Ask this episode

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

Transcript

Related