Latest / Blain's Morning Porridge
Blain’s Morning Porridge Nov 19th, 2025 – Scotland, Kilts and Fitba’, has the world gone mad?
Scotland, Kilts and Fitba’, has the world gone mad?
“We’re on the march wi’ Ally’s Army… we’ll really shakeem up when we win the World Cup…”
The world has gone mad, but fear not, Scotland qualifying for the World Cup will trigger growth, prosperity and happiness (for a wee while – 3 games I expect). The imminent launch of Scottish KILTS bonds will open a Pandora’s box of difficult questions.
Forget the impending bubble pop in AI. Fear not the loomingcredit bust that is Private Credit. Be unconcerned about Japanese bond yields starting to spike. Sleep sound as bitcoin proves as hollow…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.