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The Three-Body Problem for Markets

Blain’s Morning Porridge November 2nd, 2026

“Fascism is a counter-revolution against a revolution that never took place.”

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.

Key Takeaways:

There is rising market contagion risk as the AI bubble…

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