Latest / Blain's Morning Porridge
The Judder Moment in Oil, AI and the Presidency…
Blain’s Morning Porridge July 24th, 2026
“Regime Change usually leads to chaos.”
The next few months are going to get interesting as markets react to the ongoing mess that is the Gulf, rising oil prices, wobbling stocks, rising bond yields, broken supply chains, and the reassessment of the AI “revolution”. Meanwhile, the US political cycle goes into the Mid-Terms. I would suggest everyone reads Regime Change, the new book on Imperial Trump, to understand what the last 18 months has been about.
I predict the coming three months will become increasingly “interesting” in the Chinese sense of the…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.