Latest / Blain's Morning Porridge

What A Disaster – That Was The End Of The American Century
Blain’s Morning Porridge, 22nd January 2026: What A Disaster – That Was The End Of The American Century
“If you are not at table, you are on the menu.”
Yesterday was a strategic disaster for America. Trump and his minions have destroyed the alliances that underpinned American exceptionalism. He revealed as weak and venal; an old man lost in rambling hatreds. America now faces a scrabble to save face and recover a modicum of respect. The medium-to-long term market implications are huge.
Wow. Yesterday in Davos was just horrible to behold.
Yet, all that global markets heard was Trump saying he…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.