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The European Cavalry Charge to DC!

Strategy Report ·David Roche ·17 Aug 2025

The European Cavalry Charge to DC! Investment Conclusion What’s set happening in Washington on August 18 can have consequences for markets. Zelensky plus the four PMs of Italy, UK, Germany and France, the President of the EU Commission and the President of Finland will …

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Podcast

David Audio recording Updates about the summit

Podcast ·David Roche ·16 Aug 2025

This is a WhatsApp Service of Quantum Strategy (QS). It allows you to receive new updates that matter to markets. It also delivers our reports directly to your phone. If you want have this service please send us your WhatsApp number. We shall then send you a message to verif…

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Summit – The Good Story within the Bad

Strategy Report ·David Roche ·16 Aug 2025

Summit – The Good Story within the Bad Investment Conclusion Markets will ignore the Summit results as investor redlines of financial damage have not been breached. These red lines were: (1) Trump losing patience with Putin and coming down hard on Russia wit…

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The Trump – Putin Summit & Other Matters.

Strategy Report ·David Roche ·12 Aug 2025

The Trump – Putin Summit & Other Matters . Investment Conclusion The risk of major market fallout from the Trump-Putin summit is about 25%. The assets to own would be Gold and the Yen. Meanwhile the shipping news points to continued slowdown on the …

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The Mind of Miran

Strategy Report ·David Roche ·11 Aug 2025

The Mind of Miran The Context. Stephen Miran’s appointment to the Fed is a small but significant step in what is increasingly becoming the creation of an alternative US monetary financial system based on Stable Coin Dominance, Crypto Financing and Monetisation of in…

Media

NDTV: India Stands Firm Against Trump's Tariffs with David Roche

Television ·David Roche ·10 Aug 2025

On the day of the Trump tariffs on India for buying Russian Oil ........ A Rollicking Debate with much enraged Indian nationalism and a framework for the discussion set by David Roche in economic terms.

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News

US - Japan Trade Deal Update No 2.

Update ·David Roche ·09 Aug 2025

Update Japan - US tariffs. This is an update of the state of play on Japanese US Tairffs which i sent to you two days ago (J apan - wosening news on execution of US trade deal) Japan's Chief Negotiator, Ryosei Akazawa, has returned to Japan. There is no joint …

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