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Chaos

  • Trade, Conflict, Stocks, Financial Assets, Markets, Market Crash, Geopolitics, Bonds, Investments,
    October 24, 2025

    Call it Chaos, but we sure do live in interesting times..

    Chaos occurs when events break out their usual bounds, and it feels like markets are skirting on the edge! Relax. It’s normal in periods of acute change – as are happening now. The Game of Markets across long, medium and short-term horizons is constantly changing – I guess that’s what makes them interesting!

    read more
  • Central Banks, Political risk, Currency, Debt, Financial Assets, Equities, Fiscal & Monetary Policy, Inflation,
    April 11, 2024

    Stickflation will remain in a chaotic era – higher bond yields for longer.

    Blain’s Morning Porridge April 11 2024: Stickflation will remain chaotic [...]

    read more
  • Central Banks, Political risk, Politics, Big Tech, Equities, Inflation, Geopolitics,
    February 19, 2024

    Where next for markets? Law vs Chaos?

    It feels like markets have peaked and are moving into a new consolidation phase. However, a deeper theme around geopolitical threats and the breakdown in trust in domestic politics, highlights the conflict between Law and Chaos across the global economy…

    read more
  • Financial Crisis, Global Growth, UK, Capitalism, Economy, Democracy, Fiscal & Monetary Policy, Europe, Geopolitics, Bonds, China, USA,
    October 30, 2023

    What next in the Economic War against the West?

    The Gods of Chaos have brought together an alliance to bring down the West. If its not the weather, it will be Russia, Gas prices, the Middle East and Oil, or maybe the prime global commodity – Chips – is the next thing they will target. I'm staying long Gold.

    read more
  • Central Banks, Financial Crisis, Capitalism, Market Crash, Bonds,
    March 17, 2023

    The War Between Market Stability and Chaos hots up – How will it play?

    Central Banks face a mighty challenge persuading markets and depositors the banking system is stable. The war between chaos and order in markets has turned hot. At stake is the stability and future of the global economy. Anyone for the last few choc ice?

    read more
  • Climate Change, Businesses, Energy,
    November 25, 2022

    Black Friday and lots of other improbable events – what would surprise us most?

    We’ve all been scammed into believing Black Friday is a boon for consumers – it’s a marketing scam. What else might lurk around the corner in terms of free stuff? How about abundant and free energy. Careful what you wish for…

    read more

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This publication is protected by US, UK and International Copyright laws. All rights reserved. No License is granted except for the subscriber’s personal use. Rights will be pursued.

The Morning Porridge is not investment advice. It is market commentary based on discussions and information gathered from multiple sources believed to be reliable. No guarantee is given for its accuracy or completeness. It is not an offer to buy, sell or solicit investments or securities. The author may have a position in companies or institutions discussed in this commentary.

If you want to know what’s really happening and why.. welcome to the Porridge.
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