Blain's Morning Porridge
Bill BlainFinancial Commentary for Smart People
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 275 | Founded | 6 years ago | Last Issue | 9 days ago |
| Active | |||||
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morningporridge.substack.comLatest Issues
Blain’s Morning Porridge 30th, October 2026 – Key Considerations in Defence Investment
Nobody wants to pay taxes or spend money on defence. But both are inevitable. Investment in security has the potential for significant returns for investors and can drive considerable economic gains for nations that spend wisely. History is...
Blain’s Morning Porridge October 28th, 2026 – Where Have All the Foreign UST buyers gone?
The US treasury market is the deepest and most liquid market on the planet. But over the last year, foreign investors have been walking away. Why? Is it simply fear of a bear market from rising inflation and the rising quantum of US debt, o...
Blain’s Morning Porridge October 27th, 2026 – What is Anthropic really worth?
AI is changing the world. It’s the greatest new, new thing ever… since the last new, new thing and till the next new, new thing emerges. Given all the risks around business adoption, growth, the bursting bubble in NeoCloud debt, and AI comp...
Blain’s Morning Porridge 26th, October 2026 – The Next War Has Already Begun – Invest Accordingly.
https://morningporridge.com/blog/conflict/the-next-war-has-already-begun-invest-accordingly/
Global conflict risks are rising. The wars in Ukraine and the Gulf are the openers. However, a global conflict for hegemonic power between China a...
Blain’s Morning Porridge 23rd October 2026: With unlimited wealth comes unconstrained power.
Elon Musk is the richest man in history. With great wealth comes great power and influence. How wisely is Musk wielding that power? Switching off Starlink in Ukraine, threatening Europe with “devastating consequences” on satellite broadband...
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