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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…

#Gold Reserves#Commodities (Gold)#Gold#Cold War#The New Global Cold War#US Supreme Court#Russian escalation in Europe#Russian Assets#Russian Central Bank Assets Expropriation#Russia’s Illegal War in Ukraine#Ukraine Russian Ceasefire#Ukraine Ceasefire#Ukraine Truce Read More
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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…

#The New Global Cold War#China's Boa Constrictor Embrace#Cold War#US-China Cold War Read More
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

#US Supreme Court#Trump Tariffs.#US Tariffs Read More
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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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Odd bins

Strategy Report ·David Roche ·04 Nov 2025

This Oddbins Some vital investment themes: Shipping - reinforced optimism. Trump "deal" with Xi changes nothing. And other shipping sector events reconfirm the need for massive shipbuilding and port investment in the US and for the US. US Supreme Court - almost all decisio…

#US Tariffs#Container Shipping#US Supreme Court#Global Shipping INvestment Theme.#US Federal Reserve#Boj what to expect#Central Banks (US Federal Reserve)#BoJ#Nuclear deterrence#Nuclear Arsenal#Nuclear Weapons#Change in Leadership#Cold War#NuclearThreats Read More
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Bursting Bubbles – Correction or Catastrophe?

Strategy Report ·David Roche ·02 Nov 2025

Bursting Bubbles – Correction or Catastrophe? Investment Conclusion This paper asks questions about bubbles and sets up a framework to answer them. The questions: are there significant bubbles around? If so, what would make them burst? And if they burst will the result be …

#Asset Bubble#Credit Bubbles#Capital Bubbles#Potential Bubbles#Consumer Debt Bubble#Housing Bubble#Liquidity Bubbles#Globally Asset Price Bubbles#Equity Bubble#Debt Bubbles#Property Bubble#A framework for thinking through Bubbles#Asset Bubbles Burst-Corrrection or Catastrophe?#Disinformation & Bubble Assets Read More
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President Trump’s Asia Trip – Not Trade but the New Cold War

Strategy Report ·David Roche ·31 Oct 2025

President Trump’s Asia Trip – Not Trade but the New Cold War Investment Conclusion The trade result of President Trump’s Asian trip is to dial us back to where we were in February of this year as measured by tariffs. Some of the US “wins” need further evidence. For exam…

#China trade war escalatory dominance#China Trade War#China & Global South#China Tariffs#US Tariffs#US-China Trade War#China.#US-China Cold War#US-China Trade Relations Read More
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NDTV The Big Question: The Trump - Xi Deal: Treaty or Truce?

Television ·David Roche ·30 Oct 2025

Xi Vs Trump. What was really gained is very small. A marginal reduction in US (fentanyl) Tariffs with US tariffs on all Chinese imports falling from 55% to 45% - both trade prohibitive levels. Freer access to US technology for China. A one year halt to China’s sanctions on R…

#China.#US-China Trade War#US-China Relations#US Tariffs#China Trade War#US & China Port Tariffs#Trump - XI “deal” Read More
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Engelsberg Ideas : A Crash is Coming - Author David Roche

David Roche ·29 Oct 2025

Engelsberg Ideas A fatal combination of AI exuberance, reckless private credit, and skyrocketing levels of sovereign debt is generating economic bubbles. When they burst, the ensuing global crisis may well transform the geopolitical landscape.

#Asset Bubbles Burst-Corrrection or Catastrophe?#Disinformation & Bubble Assets#Globally Asset Price Bubbles#Asset Bubble#Credit Bubbles#Global Bubbles Read More
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Podcast

Peter Lewis" Money Talk: With David Roche, Barry Wood & Mark Michelson

Podcast ·David Roche ·28 Oct 2025

Peter Lewis Money Talk- David Roche, Mark Nicholson and Barry Wood on Trump’s Asian Tour. - distinguishing fact from flam.

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