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Some Big themes for 2026?
Blain’s Morning Porridge Dec 15th 2025: Some Big themes for 2026?
“Santa Baby, one thing I forgot, a yacht and the deeds to a platinum mine…”
The Chinese curse about living in “interesting times” is a boon to anyone fascinated by markets. There is no shortage of excitement coming our way next year – everything from conflict threats, renewed inflation, the return of QE, to the Space X IPO. But the thing is… we really don’t know….. we never have!
Being a market commentator comes with a terrible cost – the numbing fear that strikes at 4 am that there is nothing to write about! Dull, boring…
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