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Artwork for Blain's Morning Porridge

Blain's Morning Porridge

Bill Blain

Financial Commentary for Smart People

Platform
Substack
PricingOnly free issuesPublishesDaily
Issues178SubscribersRead morningporridge.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Blain’s Morning Porridge April 9th, 2026: The End of Exceptionalism

There is something deeply unstable underlying current markets. They don’t feel right. Something has changed. What could it be? It’s likely to be how Trump’s misjudgements in Iran and over NATO have reset expectations and accelerated the end...

6 days ago
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Blain’s Morning Porridge April 8th, 2026: The Big Risk is No Longer Oil – Its Political Credibility.

Trump took the Off-Ramp. Markets are soaring, off to the races as the threats of global slowdown, recession and stagflation recede. But, for all the military power and competency on display – it’s a strategic defeat for the USA. That has ma...

7 days ago
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Blain’s Morning Porridge, April 2nd, 2026 – Markets set to be roiled by Trump’s Iran Consequences

Oh dear. Last night’s explanation of the War did not go well. What changed except a more unstable and fractured global economy and rising trade, supply chain and conflict risks? When markets are priced for perfection – what happens when rea...

13 days ago
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Authors

The writers behind this newsletter.

  • Bill Blain

    Strategist & Capital Markets

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