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Odd bins
Odd bins. Investment Conclusion When the bubble bursts, will it be a correction or a catastrophe? Preview and thoughts next. Increase exposure to safe haven assets (see Wealth Preservation Portfolio (WPP) at the end). AUD and SGD longs are being added to the WPF.
Supreme Confusion
Supreme Confusion. Investment Conclusion Supreme Court decisions from now to January will set the scope of this Administration’s executive powers and determine the fate of the equity bull market. Some of the decisions to be made will have societal impacts that will no…
Peter Lewis "Money Talk " With Richard Harris & David Roche
Money Talk. China’s agenda for US relations and what that means for trade and any meeting between Xi and Trump. Japan - Takaichi’s blunders mean weak indecisive government. The US Fed - cuts are now Trimp not data dependent
RTHK: The Close - with Carolyn Wright , David Roche & Richard Harris
A revew of China- US relations and why China has escalatory dominance.
Korea: Asia Business Daily : David Roche & Seulkina Cho
State of Korean markets.
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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…