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Ukraine: US 28 Point Plan backing Russian Demands is a Yalta moment for Europe

Update ·David Roche ·21 Nov 2025

Ukraine: US 28 Point Plan backing Russian Demands: a Yalta moment for Europe. *Ukraine- US backs Russian demands.* Below is the full 28 point US plan drawn up without consultation with any allies. It is tantamount to a full capitulation of Ukraine and satisfacti…

Media
Podcast

Peter Lewis' Money Talk with David Roche & Richard Harris: the Bubble Dilemma.

Podcast ·David Roche ·19 Nov 2025

Anatomy of bubbles, Which sorts do most damage. What is the hard evidence for bubbles now and what kind are they.? If bubbles burst is Asia,immune?. What to own?

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Odd bins

Strategy Report ·David Roche ·17 Nov 2025

Odd bins Investment Conclusion A renminbi based international payment and reserve system will take off within a year causing a leg down in the US$’s role as global reserve currency. Gold, not the RMB, will be the reserve asset of choice. Gold will go to US$6000 per t…

Report

Gold – The International Reserve! - New Cold War Part 2.

Strategy Report ·QS Team ·14 Nov 2025

Gold – The International Reserve! - New Cold War Part 2. This is the second part of the New Cold War. The first part: "Delineating the New Cold War: China’s Boa Constrictor Strategy" appeared last week. The New Cold War works like a train. FIRST, is the Nuclear A…

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Odd bins

Strategy Report ·QS Team ·10 Nov 2025

Odd bins The short term critical market issue is the US Supreme Court - not the end of the Shutdown. We look at potential outcomes. and their market consequences. There are a lot of investment themes here that are matched with idea of how to match them with your money…

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Delineating the New Cold War: China’s Boa Constrictor Strategy

Strategy Report ·David Roche ·09 Nov 2025

Delineating the New Cold War: China’s Boa Constrictor Strategy The world is a split stage. The comedy of trade is playing on the right. On the left the New Cold War has begun between the Alliance of Autocracies and the fading ranks of the liberal, and not so liberal, demo…

Media

NDTV David Roche - 3 Outcomes & Consequences of US Supreme Court Ruling on Trump’s Tariffs

Television ·David Roche ·06 Nov 2025

NDTV David Roche - 3 Outcomes & Consequences of US Supreme Court Ruling on Trump’s Tariffs

News

Odd Bins. - Correction

Update ·David Roche ·05 Nov 2025

Odd bins November 11, 2025: Cen tral Banks: Now, Then & in the Future: The date of the next FOMC is December 9-10 and not in October!!!!!!!

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