The King is Mad – step forward the New King!

<p><u><strong>Blain’s Morning Comment 9/11 2026</strong></u></p><p>“The sleeper must awaken…”</p><p><em><strong>Keep your eyes on JD Vance. He is headed for a coronation. What will that mean for America and global markets? He’s not stupid, but many suspect hes is not his own man – he owes his successes to billionaire Mega-mind Peter Theil. Vance will lead the attack on the Progressive, Weirdo, Democratic Socialists, but even if he wins… what kind of market and economy might he inherit? </strong></em></p><p><strong>Key Takeaways:</strong></p><ul><li>JD Vance is stepping to the fore as Trump’s likely successor. He’s doing a competent job sorting through the mess that is Trump’s war on Iran.</li><li>There are questions around how much he is still influenced by Peter Theil and how a Vance presidency may serve the “Nerd” Billionaire faction.</li><li>We are passed Peak Trump – that will be confirmed in November. Step forward the new man.</li><li>Vance will campaign around the stability of conservative Republican political competency vs the danger of radical progressive Democrat socialists, who have a branding problem and no clear leader.</li><li>Whatever happens, the scale of US debt and how to refinance it will be the legacy issue for whoever wins in 2028.</li><li>The consequences of years of financial repression, capital markets abundance, cheap liquidity and now de-dollarisation, and a crisis in refinancing debt could trigger higher inflation and economic crisis.</li></ul><p><br></p><p><em>You can read the Morning Porridge by subscribing on </em><a href="http://www.morningporridge.com"><u>⁠</u><u><em>www.morningporridge.com</em></u><u>⁠</u></a><em>, and have it delivered fresh to your inbox every morning!</em></p>