Blain's Morning Porridge

Armistice Day? Preparing for the next war.

Brexit? It was a mistake, but now it’s an opportunity!

Blain’s Morning Porridge Extra – Guest Post – Michael Power on L’affaire Huang

Anthropic’s IPO is PEAK AI and proxy for a more realistic AI market

What lies ahead for Musk?

What is the Credit Market Telling Us?

The Blue Tsunami, Corruption and Musk

Ronald Reagan as President. Compare and Contrast.

Blain’s Morning Porridge November 2nd, 2026 – The Three-Body Problem for Markets

Key Considerations in Defence Investment

Where Have All the Foreign UST buyers gone?

What is Anthropic really worth?

The Next War Has Already Begun – Invest Accordingly.

With unlimited wealth comes unconstrained power.

People in Glass Houses should be very careful throwing stones…

Trump’s Gaza Win vs China “Judder” Moment

Risks, Uncertainty and Gold drive Market past the Tremblor stage…

A tale of two cities – Paris and London

Bear in a Bull Market

The Death of Democracy as Markets Jump Higher?

What if Hyperscale AI is just a Gold Rush?

Labour vs Reform; a bloody war beckons.

The UK Housing Crisis – Plenty of Finance, Why the Problem?

Happy 200th Birthday to The Railways!

The New Investment Approach: Follow The Money!

Worry Less about Gilts and More about Treasuries

Washington looks after its own, bailing out Argentina.

The looming threat of Octobphobia!

When the bond market growls, listen to what it is saying.