Shifting Sands Investment Conclusion The result of the Japanese election heralds a period of weak government at a critical time. That undermines the safe haven status of the Yen. The Yen long position in the Wealth Preservation Portfolio is being sold. A short... Read More

RTHK The Close: Richard Harris, Carolyn Wright & David Roche : will july be Trump Taco or Armageddon time Read More

President Trump – Love Him or Hate Him – Don’t Underestimate Him! Investment Conclusion: When a big ship goes full circle in a stormy sea, it creates what is known as a 'Duck Pool' of calm water (once use to land naval sea planes). That lasts a while before the big... Read More

Trump: Donald J. Trump @realDonald Trump CONGRATULATIONS TO EVERYONE! It has been fully agreed by and between Israel and Iran that there will be a Complete and Total CEASEFIRE (in approximately 6 hours from now, when Israel and Iran have wound down and completed their ... Read More

ME- First the Bang. Now the Whimper! Investment Conclusion The time of maximum risk is over. The Mullahs will shift to survival mode. They will not seek to escalate militarily – though a few revenge suicide bombings could happen. Any significant escalation by Iran ... Read More

Middle East: Good Cop, Bad Cop & The Bactrian Camel Investment Conclusion The Israeli attack on Iran was coordinated with the US. The strategy is intended to force Iran to denuclearise on President Trump’s terms. Thus escalation will be limited for now as Ira... Read More

The Weaponisation of Economics (Part 2: Economic Weapons of Mass Destruction) Investment Conclusion The weaponisation of the global economy has a life cycle of its own. Economic Weaponisation is growing in lethality and sophistication. Weaponisation is shaping t... Read More

President Trump aims to do two things. One is to destroy the liberal world order and ditch the US alliances that constitute it. The second aim is to kill off globalisation and replace it with a nationalist economic model. The major tool to achieve these aims is a unified geo-eco... 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

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