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Oddbins

QS Team ·26 Oct 2025

Investment Conclusion There are no changes in the Wealth Preservation Portfolio this week. But long/overweight Japanese equities is being put on watch. Investors who cut Yen long positions in Yen may consider re-entering them. The BoJ has no excuse not to lean into Taka…

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NDTV Profit: indian Equities: Don't Be Too Bullish on Markets As Trump.. David Roche On India Buying Russian Oil.

Television ·David Roche ·23 Oct 2025

Shared insights on the implications of the Trump-Putin tensions as they relate to India's purchase of Russian oil. This discussion sheds light on a significant geopolitical issue that could result in lower US tariffs on India. . But it also emphasises Indian assets’ vulnerability…

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Global Shipping: US Titan or Titanic?

Strategy Report ·QS Team ·22 Oct 2025

Global Shipping - The US: Titan or Titanic Summary Shipping is like dark matter in the Universe. It keeps things expanding smoothly. It runs hypothetically in the background of world affairs like dark matter and energy in the universe. It prevents (stellar or earthly)…

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Squawk Box Europe: Consequences - the Book- Why the world is falling to bits?: David Roche on the upcoming book

Television ·David Roche ·20 Oct 2025

Consequences. The.book that brings it all together- simple in prose, deep in vision and thorough analytics. Why the rise of totalitarisnism, the weakness of democracy and the demise of the Liberal World Order are fueled by populism.

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Supreme Confusion

Strategy Report ·QS Team ·16 Oct 2025

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…

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Podcast

Peter Lewis "Money Talk " With Richard Harris & David Roche

Podcast ·David Roche ·15 Oct 2025

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

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Podcast

RTHK: The Close - with Carolyn Wright , David Roche & Richard Harris

Podcast ·David Roche ·15 Oct 2025

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

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Update ·QS Team ·13 Oct 2025

, 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

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