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It’s not about Trump, it’s about China and Europe
Blain’s Morning Porridge Jan 26th, 2026 – It’s not about Trump, it’s about China and Europe
“Europe loves to talk about the future but does nothing about it today.”
Gold surges through $5000 and markets remain distracted by the sturm et drang of words and events. The world is changing – but are we thinking about all the wrong things? The real issue for the future may be investment choices between authoritarian states vs nimble democratic nations.
This morning Gold spot is $5060. Investment banks and commodity research firms had a $4900 year-end target. It’s taken less than a month. Goldman…
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