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Who will prove the eventual winners?

Blain’s Morning Porridge May 5th, 2026 – Who will prove the eventual winners?

“All the perfumes of Arabia will not sweeten this little hand…”

The War/Not War in the Gulf rambles on – and the consequences mount. Careless markets are becoming anesthetised to the news – raising the risks of a shock destabilisation. The big question is what will follow? Who will be the winners from Trump’s misbegotten war?

If anyone is still watching; what’s occurring in Trump’s War on Iran? While I still scan the news wires, nothing much registers anymore.

Most folk in the markets are looking away – it’s just…

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