This is a WhatsApp Service of Quantum Strategy (QS). It allows you to receive new updates that matter to markets. It also delivers our reports directly to your phone. If you want have this service please send us your WhatsApp number. We shall then send you a message to verif... Read More
Summit – The Good Story within the Bad Investment Conclusion Markets will ignore the Summit results as investor redlines of financial damage have not been breached. These red lines were: (1) Trump losing patience with Putin and coming down hard on Russia wit... Read More
Peter Lewis Money Talk: Information, Disinformation & Bubble Markets Read More
The Trump – Putin Summit & Other Matters . Investment Conclusion The risk of major market fallout from the Trump-Putin summit is about 25%. The assets to own would be Gold and the Yen. Meanwhile the shipping news points to continued slowdown on the ... Read More
How the tariffs are becoming tools of hate not weapons of the economy and the irrational patchwork that this creates. Hong Kong as a safe haven from what is to come? Read More
The Mind of Miran The Context. Stephen Miran’s appointment to the Fed is a small but significant step in what is increasingly becoming the creation of an alternative US monetary financial system based on Stable Coin Dominance, Crypto Financing and Monetisation of in... Read More
On the day of the Trump tariffs on India for buying Russian Oil ........ A Rollicking Debate with much enraged Indian nationalism and a framework for the discussion set by David Roche in economic terms. Read More
Update Japan - US tariffs. This is an update of the state of play on Japanese US Tairffs which i sent to you two days ago (J apan - wosening news on execution of US trade deal) Japan's Chief Negotiator, Ryosei Akazawa, has returned to Japan. There is no joint ... Read More
US - Japan Trade Deal - wosening news on execution, Tokyo believed it had negotiated a promise that Japan and the EU would get the same 15% maximum tariff on virtually all items in Trump’s country-wide “reciprocal tariffs.” Tariffs below 15% would be raised to 15%. Tarif... Read More
Peter Lewis Money Talk: What is the state of the US economy compared to China’s? Peter Lewis, Gary Ng and Little old me debate, discover and contrast! Read More