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... Read More

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 Read More

A revew of China- US relations and why China has escalatory dominance. Read More

State of Korean markets. Read More

, I'm following up on my previous e-mail to check your interest in continuing to receive Quantum Strategy research.. If i don't hear back i shall sadly assume the answer is "no" and remove you from distribution. Regards. MJ Read More

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... Read More

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... Read More

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... Read More

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... Read More

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... Read More