Latest / Blain's Morning Porridge
81 years later what have we learnt?
Blain’s Morning Porridge May 8th, 2026 – 81 years later what have we learnt?
“War is the unfolding of miscalculations.”
Today is the 81st anniversary of VE Day – the end of the Second World War in Europe. Markets are fixated on rising stock prices and probably won’t notice. Complacency is the danger. The Wars in Ukraine and Iran highlight success and failure and point towards a very different future world than the expected one. There are massive implications for markets – but that’s a tomorrow problem for markets focused on “now”.
I try to catch “shifts” in The Morning Porridge – seeking to…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.