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Skating on very thin ice…
Blain’s Morning Porridge Feb 2, 2026 – Skating on very thin ice…
Let’s paint the town, we’ll shut it down….
Just how thick is the ice? Everything juddered last week – from AI to perceptions of Geopolitics. There are so many take aways. Are markets vulnerable to an AI/Credit Cascade event? How vulnerable are The Middle Nations (J-CAKE). China is a rising risk. Just how well will the USA handle a crisis? Is it time to exit Gold? But go where?
As has been said many times before: “there are decades when nothing happens, and weeks when decades happen.” The World is a complex place. I got a…
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