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Blain’s Morning Porridge 10th Nov 2025 – Markets struggle with AI, Bonds and Tweets.
Markets struggle with AI, Bonds and Tweets.
“You need me to lie to old people and scare them intobuying fake medicine? I get it.”
There is nothing like a Trump tweet to set the tone for the week. Feels like the markets are living on borrowed time re AI, US Treasuries and current valuations. All look strong, but what if the bottom falls out? Relax… the sun will come up tomorrow.
Last Friday I wrote about my rising doubts on the sustainabilityof the AI Bubble: AI – Noise, Signal, Brace. I reckon the only way to stem the rising tide of doubt against markets is liquidity. Lots of it. Sure enough…
The skinny
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