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Three Body Problem

  • Risk, Trade, Conflict, capital markets, Political risk, Credit Markets, Equities, Market Crash, Democracy,
    November 2, 2026

    Blain’s Morning Porridge November 2nd, 2026 – The Three-Body Problem for Markets

    Rising market instability looks inevitable as the AI meltdown, the US Midterms and European political riots, and the geopolitical risks from the US vs China hegemonic challenge reach crisis points concurrently. It’s a classic Three Body Problem – making it almost impossible to logically predict what happens next. Sit back and watch for the opportunities – they will emerge, but not where you expect them.

    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

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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.

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