12:25:33 GMT
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.
What Quantum Strategy does, and why it matters.
David Roche
Some Plate Shifts We Got Right and Wrong:
- Perestroika and Soviet Decay (1985 - 1990)
- The Fall of the Berlin Wall (1989)
- Pricing Power to the People (the advent of disinflation) (1983)
- The European Single Market (1993)
- Covid: what it's spread would mean before it did! (2020 Jan)
- The Rebirth of the Big State: the end of liberal economics. (2020)
- Quantum Physics and the Parallels to Economics. How AI will empower the former and transform the latter. (2022)
- The Death of Globalisation. (2020)
- The Invasion of Ukraine and the fragmentation of world order into twin alliances destined to become the dominant hostile powers of our era. (2021)
- The Economics of Hostile Alliances & Grayzone Warfare (2023 May)
- Why the Fed needs to cut rates less and r* is the reason why (2024 March)
- The Advent of the Euro! We thought the German people would reject it.
- The Global Leverage Crisis: still waiting!
- Central Bank Policies: they did not water down their objectives despite the last mile being hard!
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:
- New Monetarism (2008)
- Sovereign Discredit (2010)
- Democrisis (2012)
- Death of Democracy (2018)
- Quantum Economics (2022)
- Living in the Grayzone (2024)
They are all available from Lula, Amazon and as PDFs from me.