Blain’s Morning Porridge, April 7th 2026 – Reflections on a morning after the night before….“You can get along without money, you can lose your dividends…”We think we know the patterns – how markets resonate and repeat. But…. Do we? Every so often the Earth’s polarity shifts – but its never happened in recorded history so we don’t really know. Every so often the World’s basis changes. Make merry while we can. Enjoy what is real. The rest is just numbers. You are measured not by the digits on your bank balance, but by the numbers of your friends.It is July 1914.I have what may be the worst hangover in recorded human history. We had the very best day ever, yesterday.Easter Monday in the back garden with our very best friends. The barbies were fired up: Blain’s Slow Pork bites, Chipotle Salmon and the ultimate proof that God exists: Herb Crusted Yogurt-Marinated Lamb Chops. Hugs and kisses as we told each other how wonderful the wines were (an Alberino and a Super Tuscan by Antinori) and as evening fell we were drinking them by the case full! Inevitably the laws of demand and supply caught up. Soon there were none left and the darker recesses of the cellar were explored.It was a party to celebrate nothing in particular except friendship and the sheer exuberant joy of it. We were deep into California Reds as Artemis II rounded the Moon and headed back towards the Blue Marble. The music was 1970-80s, the love, the bonds and shared memories were genuine… and I think we might have recited the whole of the Top Gun script from memory. Southy, Darren and I solved the mysteries of the universe a couple of times.I do not “feel the need for speed” this morning. Alka-Seltzer has been consumed.It was the best of times.This morning…. Do we face the worst of times?Cold, hard reality approaches like an accelerating panzer division storming through the Ardennes. We can’t avoid the coming stramash. The £2 litre of Diesel is upon us. 39 days of Disruption have consequences. The headlines and what they imply – the end of Nato, stagflation, and the rest – are bruises erupting across our faces as the punches start to land.

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