This interview dispels a few myths about Russian oil and India. It examines whether Trump's tariffs can end the Indian investment story and stop FDI in its tracks. It describes how punitive sanctions on India for buying Russian oil are binary depending on where the Putin Trump... Read More

Money Talk with Peter Lewis, Carlos Casanova & me debating: 1. the global economic and market effects of the US-European Ukraine Summit 2. Has Trump galvanised the Global South to become a new trading bloc which will unseat the US$ as Global Reserve and Trading Currenc... Read More

The US-European Meetings: Good as it’ll get but not good enough Investment Conclusion Markets will ignore the outcome of the Washington talks. There are no implications for higher tariffs on Russian oil trade and its beneficiaries. So oil will settle down in the high ... Read More

This is the Quantum Strategy WhatsApp audio recording of the outcome of US-EU meetings held in Washington on August 18, 2025. The conclusion is that this will not stop the war. But the outcome avoided the worst for now. This will allow markets to largely ignore it. If you... Read More

Odd Bins – Cutting long HK Equities – TICS Contradict – Shipping’s Pseudo Boom. Investment Conclusion Hong Kong equities are being cut back. The Hang Seng has performed. It’s a proxy for China where things are getting economically tougher. And excess liquidity, judged... Read More

RTHK - The Close. What will happen when the European Leaders and Trump meet today? Why this is the real summit that matters? What is the European Strategy? Under what curumstances will markets worry about Putin being put in the US+ European cross hairs again with inc... Read More

Like it or not, the US Fed's Jackson Hole Conference is going to be all about Fed independence and the battle with President Trump to preserve it. The anodyne (labor market) theme of the Conference will not defuse that bomb. The issue of whether inflation concerns should outwe... Read More

This interview goes forensic on the Russian influence in the Middle East. It covers the flow of Russian hot money and tycoons into some countries; the rivalry between Russian oil and that of OPEC; and what the Iranian-Russian Nexus means for stability in the region. We ... Read More

The European Cavalry Charge to DC! Investment Conclusion What’s set happening in Washington on August 18 can have consequences for markets. Zelensky plus the four PMs of Italy, UK, Germany and France, the President of the EU Commission and the President of Finland will ... Read More

This is the Quantum Strategy WhatsApp recorded update of the market signifcance of the Europe - US meeting in Wahington on Monday, August 18. here is a prose summary Read More