Why the poltical crisis in Korea does not end with the impeachment of President Yoon and will be complicated by the looming recession caused by US Tariffs Read More

This is the address given by Quantum Strategy - David Roche to 850 delegates at the I-Capital Conference in Phoenix Arizona on March 25th. The topic is the lethality of the Trump 2 Administration's simultaneous attacks on Globalisation, International Alliances and the Liberal W... Read More

Tariffs – Death By 52 cuts & Counting Tariffs announced in the Rose Garden today raise US average effective tariffs to 25%. That’s quite an exogenous shock given they were 3% when President Trump too office! These tariffs are not transitional. They are core to Pres... Read More

Peter Lewis Money Talk. Tariffs and china. Why Trump’s economic theories on the benefits of tariffs will be proven wrong. Read More

Le Pen Conviction - Apres Moi Le Quoi? QS has been short 10yr French Sovereign debt since July 3, 2024. No change in this conviction but it may be a slower ride. It is early days. But the most likely upshot of the constitutional crisis caused by the Le Pen conviction ... Read More

There is a high probability that President Trump will exempt the UK from any US reciprocal/remedial tariffs to be imposed on April 2. EU will have no such luck. Of course this will create tension in the Alliance of the WIlling to defend Ukraine. That is seen as a win by the T... Read More

Tariffying! US “remedial” tariffs to be announced on April 2 will raise the US effective tariff rate to above 15% - a level not seen since the Great Depression era. This is above the level needed to cause Tariff-Induced-Stagflation in the US economy. The announcement will co... Read More

The Call - Dial "M" for Moscow “ The absence of war is not peace and can be the prelude to war” Putin offered Trump just enough to prevent a breakdown in negotiations. The sectorial “Truce” is meaningless. Putin will use upcoming talks to pursue Russia’s maxim... Read More

Wealth Protection Portfolio - What's Going On This is what has been going on in the Wealth Protection Portfolio (“WPP"). C hanges are updated since March 1 in the text and the comes the WPP with recent and ongoing changes in red. Overarching theme : removal of expos... Read More

It is all about Trump. Read More