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Fire Horses, UK Bond Risk, Conflict Risk, and Emperor’s New Clothes Risk!
Blain’s Morning Porridge, Part 1 Feb 9th, 2026 – Fire Horses, UK Bond Risk, Conflict Risk, and Emperor’s New Clothes Risk!
“Knuckles to Buckles”
The threat board is looking crowded this morning. From UK political risk, escalating conflict risks, a possible credit burp and what happens next in unsustainable narratives – who knows what further No-See-Ums lurk in the background. Yet markets party on. What can possibly go wrong…..?
This is Part One of the Morning Porridge – there will be a later mid-morning comment on Bitcoin to follow (if I get time to finish it.)
You can read the Morning…
The skinny
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