Xi Vs Trump. What was really gained is very small. A marginal reduction in US (fentanyl) Tariffs with US tariffs on al... Read More
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Quantum Strategy
Enhancing your ability to understand and manage Macro-Turbulence.
Our focus is on two intersects of world affairs:
The first is when history is no guide to the future.
The second is when geo-politics determine economics.
We do this with products designed for the needs of clients whether you are managing assets and need to forecast markets; or a shipping company that needs to control geopolitical risk; or a government building a geopolitical or a defence policy. The scale of our client cooperation and its success determines the cost.
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David Roche
Latest Media
NDTV The Big Question: The Trump - Xi Deal: Treaty or Truce?
Your Latest Strategic Recommendations
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23 Aug 2025
Stay short US$. US Equities and other bubbe assets will rise to a crescendo. Stay away. Rally in US long term bonds wll be short lived & yield curve will steepen
22 Aug 2025
Stay short US$. Don't get sucked into US asset bubbles. The drop in US long bond yields is purely temporary
22 Aug 2025
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20 Aug 2025
David Roche
I was born in Ireland which I left as soon as possible with ambitions to write. I studied at Trinity, INSEAD and did a CFA and C Dip Af on the side.
Before setting up Quantum Economics I was a strategist at JP Morgan, Morgan Stanley and Independent Strategy.
My inspirations are tectonic plateshifts, like the Fall of the Wall; the Russian invasion of Ukraine; the death of liberal economics and globalisation. So my mind fires up when history is no guide but creative thinking is.
Where there is discontinuity there is value in strategic thinking. Where general preoccupation is the Fed’s next move there is not.
Jorge Luis Borges once said that most novels shouldn't have been written because they would have been better short stories. I write micro-books. Here are some of them, which you can find on the Books page:
- New Monetarism (2008)
- Sovereign Discredit (2010)
- Democrisis (2012)
- Death of Democracy (2018)
- Quantum Economics (2022)
- Living in the Grayzone (2024)
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