
Financial Commentary for Smart People
| Platform | Pricing | Only free issues | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 178 | Subscribers | Read | morningporridge.substack.com |
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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...
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...
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...
The writers behind this newsletter.
Strategist & Capital Markets
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