Blain’s Morning Porridge 25th Nov 2025 – Markets dancing hard ahead of the hangover

Markets dancing hard ahead of the hangover“Beware markets full of absolute fabrications presented as irrefutable truths.”Markets drunk on expectations and hype will believe what they want to believe – but as bubbles pop and truths are exposed, then sentiment can shift suddenly. Yesterday’smarket darlings become today’s scams. Who knew? Relax. The sun will come up tomorrow. Enjoy the show. Sometimes you just have to laugh at the narratives markets are prepared to believe. Bubbles are a feature of markets, and they all pop eventually. Don’t panic and don’t lose heart – you favourite bubble might pop today, but a new one will emerge tolose your shirt on tomorrow. It’s not the end of the world – unless you’re 6 times levered on Strategy…. The equivalent of Thunder White Cider and a couple of tabs at a wild party, perhaps?Some folk are gamblers. Some folk are realists. Which are you today? What will your head feel like when the party stops?