
Financial Commentary for Smart People
| Platform | Pricing | Only free issues | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 227 | Founded | 5 years ago | Last Issue | 9 days ago |
| Active | |||||

Markets tend to regard Populist Politics as a threat. They risk destabilisation, dent stability and raise questions about competency. Although Nigel Farage won the Clacton by-election, his brand is badly damaged and that puts Reform in trou...
The AI infrastructure build out already dominates credit market funding. Now Nvidia will effectively securitise its chips to its market though a panel of private capital markets firms that lend it credibility. The worry is complex and appea...
https://morningporridge.com/blog/geopolitics/climate-change/climate-change-the-conflict-we-may-never-win/
2026 looks likely to be the warmest year ever. Oceans are charged with energy to drive ever larger storm systems. Wildfires and droug...
The real strength of the US economy is not its military or the dollar’s exorbitant privilege, but the depth of its capital markets – which have financed the most successful economy in history. The risk is not how large the US deficit is, bu...
The tide of American Politics has turned dramatically extreme in recent days. The narrative is no longer about why Trump is haemorrhaging electoral support but has shifted to whether the Democrats can unite to win the Midterms in November a...
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The writers behind this newsletter.
Strategist & Capital Markets
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