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Odd bins
Odd bins. Investment Conclusion No changes in the Wealth Protection Portfolio this week. It appears at the end of this report. Japan: Still sticking to Long Yen but expect things to get worse for Takaichi and the LDP. Takaichi being a lame duck from the o…
RUSI : David Roche : The economic Sustainability of Russian Aggression.
In the latest RUSI Commentary, David Roche analyses Russia's capacity for low-cost grey-zone warfare against Europe as well as sustaining its war of attrition in Ukraine. The conclusion is,that the primary constraint is the rising cost of recruiting soldiers and demography, not…
France - Chaos
The French Political Crisis- Resignation of PM Sebastian Lecornu. Macron is running out of rope. The latest chapter in the poltical crisis moves France closer to another legislative election at the very least. If that were to happen then a populist government led by the…
CNBC Squak Box Asia: David Roche, Martin Soong & Chery
CNBC Squawk Box Asia with Martin Soong and Chery Kang on: 1. The US Shut Down. 2. The Sustainability of Populist Economics - Economics. 3. China's assessment of the US and what concessions it will make ay any XI-Trump Summit. 4. Tariffs - why the effec ton the US cons…
Oddbins
Oddbins. Investment Conclusion Japan - The Sanae Takaichi government, at the margin, means more fiscal spending. Therefore the Wealth Preservation Portfolio takes on: • More exposure to Japanese equities. • More shorts on JPG 10yrs. • And a careful watch for any change i…
A thank you being part of QS's Media Journey.....and here's to the future!!!!
You are a longtime much appreciated Media Star who gets all our research as a matter of priority! But we haven’t been aware of you using it for a while. If you value Quantum Strategy Research and still want to receive it please let us know by e-mailing. mj.gaje@quantumStrategy.o…
Odd bins
Oddbins Investment Conclusions. This week marks the publication of “Egonomics” analysing how President Trump’s economic ecosystem may be more stable than thought. But is nevertheless threatened by Supreme Cout ruling and, in the longer term, escalation of the Russian war in …
Peter Lewis Money talk with David Roche and Fancis Lun discussing: China the green ambitions and why the EU is the over-achieving dark horse; Trump change of tone on Ukraine- blather ot substance; The Fed loss of independence. h
Peter Lewis Money talk with David Roche and Fancis Lun discussing: : China the green ambitions and why the EU is the over-achieving dark horse; Trump change of tone on Ukraine- blather or substance; The Fed loss of independence.
Egonomics - The Resilience of Trump's Alternative Economy
Egonomics - The Resilience of Trump's Alternative Economy. Investment Conclusion The resilience of the Trump Administration’s economic policies is greater than I thought. There has been success in creating an alternative economic framework driven by the President…
RTHK The Close, David Roche, Richard HARRIS join Carolyn Wright to discuss US skilled worker permits, shipping, and how the upcoming Japanese election
RTHK The Close, David Roche, Richard HARRIS join Carolyn Wright to discuss US skilled worker permits, sea container traffic, and how the upcoming Japanese election might move mean for markets