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US Defence

  • Trade, Defence, Financial Crisis, Oil, Commodities, Gas, Market Crash, Energy, USA,
    April 8, 2025

    Trump is flexing muscles he doesn’t have…

    Up, down, shake it all about. Current markets are driven by short-term rumour and sigh about what Trump might do or say next on tariffs. However, the real threats are longer-term – how the global economy is increasingly vulnerable not just to trade and economics, but also the growing weakness and unravelling of US military might. The implications for global security could change everything.

    read more
  • Bitcoin, Defence, Cryptocurrencies, Political risk, Politics, Inflation, Geopolitics, Gold, Monetary Theory, Government, Government Policy,
    November 14, 2024

    Bitcoin? Musk & Boeing? US Defence Pick?

    Questions, questions, everywhere this morning! Bitcoin has staged a spectacular rally since the US election. I am assured - by crypto-shills - this makes it a proper financial asset. Oh, here was me thinking it was money. Nope. It’s an asset. Really? Also, a podcast on why Musk should buy Boeing. And what does the new US defence secretary likely mean for the US military and the future of NATO-CANZUS.

    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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