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Iran is unlikely to be a Venezuelan domino but, when the time comes, a domestic economic one.
Iran is unlikely to be a Venezuelan domino but, when the time comes, a domestic economic one.
CNBC Asia - disecting Trimp’s ambitions for Venezuela & the politics of Sheres of Influence with amitoj Singh & David Roche.
CNBC Asia - disecting Trimp’s ambitions for Venezuela & the politics of Sheres of Influence with Amitoj Singh & David Roche.
The Connectors -A Random Walk Through Venezuelan Consequences
The Connectors -A Random Walk Through Venezuelan Consequences The consequences of the fall of Maduro entail: 1. US focus on spheres of influence and global energy and strategic mineral dominance. 2. Geopoltical contagion to states like Cuba & Iran. 3. Mispl…
CNBC Squawk Box: why 2026 consensus is crap (with due respect)!
CNBC Squawk box Europe: David Roche Quantum Strategy: why 2026 consensus is crap (with due respect)!
Whiispers from Implausibility
Whispers from Implausibility. If you believe in an effective peace deal, then forget oil! The real plate-shift will be China and the EU. If peace breaks out Russia can offer China little – economically speaking. The US won’t. And the EU must. Europe an…
Gratitude
Thank you & Happy Christmas. It means so much to work with you. David and the whole Quantum Strategy Team wish you happiness and health. D
Quantum Strategy Webiste Malfunction
Quantum Strategy Website is not working well. We shall be communicating with you by direct e-mail until it is. Please note that the name of this morning's report Navigator was changed by malfuntion to Netvigator. The report is of course Navigator and is fine. d
NDTV - The BoJ and why it’s guidance is seen as wishy washy by the markets.
NDTV - The BoJ and why it’s guidance is seen as wishy washy by the markets. Why the battle for central bank independence is set to be waged in Japan too. And why 10 yr JGB’s will yield the same as German Bunds
Peter Lewis - Money Talk - Francis Lum & Little Auld Me (David Roche) on the BIG predictions for 2026
Peter Lewis - Money Talk - Francis Lum & Little Auld Me (David Roche) on the BIG predictions for 2026 China equities excel in relative terms. That contrasts to the the US’s acclerated decline. Trump’s hold on power breaks. Policy get more, not less, maverick and irrati…