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The Big Risk is No Longer Oil – Its Political Credibility.
Blain’s Morning Porridge April 8th, 2026: The Big Risk is No Longer Oil – Its Political Credibility.
“It you attack Persia a mighty empire will fall.”
Trump took the Off-Ramp. Markets are soaring, off to the races as the threats of global slowdown, recession and stagflation recede. But, for all the military power and competency on display – it’s a strategic defeat for the USA. That has massive implications for US Assets – Treasuries, Stocks, Investment, Market Confidence and Politics.
It’s a double Porridge Morning – I will be out with a second Morning Porridge later this morning announcing a…
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