https://t.co/MYE1RT6KYk "If you are not at the table, you are on the menu.” Yesterday was a strategic disaster for America. Trump and his minions have destroyed the alliances that underpinned American exceptionalism. He revealed himself as weak and venal; an old man lost in

Blain’s Morning Porridge January 21st, 2026 – Beware the Judder Moment i... https://t.co/8MgrSdyE6p via @YouTube

Blain’s Morning Porridge January 21st, 2026 – Beware the Judder Moment i... https://t.co/8MgrSdyE6p via @YouTube Trump dominates the headlines but watch what’s happening in the bond markets. Yesterday Japan bond yields juddered a warning about political competency risks, but

https://t.co/SZ33JTS57L “A pebble falling down a mountain in Japan may trigger momentous events in Nuuk.” Trump dominates the headlines but watch what’s happening in the bond markets. Yesterday Japan bond yields juddered a warning about political competency risks, but also how

https://t.co/1TIsIRwkyd

https://t.co/mdlsIQWQ6x “We didn’t force them. They gave us a mandate, and now their little throats are being cut!” It’s one year since Trump took office for a second time. It’s been dramatic. It’s been eventful – and it’s been destructive and destabilising. The winners are

https://t.co/LVGWk0LEwR “Your actions will lead to the fall of a great empire” (sotto voce “your own”.) Rising risks, geopolitical positioning, conflict, and strategic compression will be the themes for coming decade. Who will rise, who will fall? What are the implications for

https://t.co/rjxAaKYf89 Catharsis is a marvellous thing. Reform and the Tories will duke it out for the British right, leaving Labour to get on with ever-so-slowly trying to fix Broken Britain – which could be evident by 2029. A great political battle is in prospect. Bring it

https://t.co/WRchMGk0Uw “People don’t like change, but make the change fast enough and you go from one type of normal to another.” Markets are deluged in noise as the President remakes the world. We’re learning to roll with it – but the trick will be to spot the opportunities

https://t.co/2JyxpwiVio “If something is important enough, you should try even if the probable outcome is failure.” This year is shaping up to be a big one for IPOs, but just how sustainable will the market be if the speculative froth driving valuations dissipates? SpaceX will

https://t.co/l6sorP2LqT “Luck, if you’ve ever been a lady to begin with, Luck be a Lady tonight.” Trump has shattered conventions on politics and diplomacy so why not financial markets as well? The Show Trial of Jerome Powell will see Trump seize the levers of monetary policy.

https://t.co/x5Qutpdlhw The Risks of Cascading Sugar Rush Policy Blain's Morning Porridge is now available in Podcast form every day! Go on - give it a try.... A bit of pragmatic reality for breakfast is bound to make your day better! #markets #investing #economy

https://t.co/npruKhS7fQ “When sorrows come, they come not single spies but in mighty battalions.” The frenetic pace of activity in Washington this week has left the commentariat stunned while dulling the market’s sensitivity to momentous events. Some of it is madness, while much

https://t.co/OoND0bp59o “The barometer read “Fair” yesterday, but the Shipping Report says, “Gale Imminent”. Markets have opened strongly in 2026 and seem remarkably sanguine towards rising geopolitical instability and shocks. They’re buying a rosy outlook of rising profits,

https://t.co/2TZFixX5hx "A land of passion and contradictions, where the past and the future collide.” Venezuela bond prices have spiked higher on expectations of new investment, debt restructuring, and the monetisation of its oil resources. But how likely is it the nation can be

https://t.co/PmI87eS3YU “When America brings its full capabilities to bear, no tyrant is beyond reach.” Concepts about global law and order were left by the wayside over the weekend – Trump’s administration delivered what it said it would in terms of America First, Western

Uk rail travel is mad! I bought a first class ticket return today knowing trains will be packed for Christmas. I got to station an hour early for my return to get quiet early train. I was unaware my ticket was specific to one train only. Guard agreed getting early train made

https://t.co/ryut5ljuo7 “There are more things in Heaven and Earth, Horatio, than are dreamt of in your philosophy.” Markets are winding down for the holiday break, but the news flow continues to hint at rising destability and noise, hinting the future economic path will get

https://t.co/A4i5U0BVQ7 Something different for Morning Porridge Readers this morning, a guest post from my chum David Murrin. In recent weeks the steady drip, drip, drip of Russian misinformation, distraction and deflection on the Ukraine war has become a deluge aimed at

https://t.co/Kb7dZhLUfA “If you don’t believe it, I’m not going to waste time trying to convince you.” Global Markets surge ahead. Bitcoin has been left behind. Yet again the crypto bubble has popped. All that’s holding it up is buy-the-dip greater fools, hope and belief – none