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South Korean Crisis - Update
S. Korea Political Crisis - Update. Ultimately the South Korean political crisis will be resolved by constitutional reform and an election leading to a left-wing government. There’ll no further threat of a coup or imposition of martial law. The arrest warrant for impeached Presi…
The Micro-Podcast on Macro Matters
The Micro-Podcast on Macro Matters What data matters this week: EU PMI's; Caixin PMI's; The US Fed Minutes; and Friday's US Jobs Report. The Three Macro-economic and Four Geopolitical Causes of the Coming Bear Market.
RTHK The Close with Carolyn Wright and David Roche
RTRHK The Close. The Legacy of Jimmy Carter. China's data - industrial profits and a look into the things to watch in 2025. Putin's game plan under the Baltic Sea. The surprises for 2025: reversal of Fed policy; The war to end all wars between Iran and Israel; Put…
The Micro Podcast on Macro Matters.
Quantum Strategy - David Roche - The Micro Podcast on Macro! Sign on for Free Research Trial: https://www.QuantumStrategy.org Coming up his week: - The pulling forward of demand in China that will create gaps in demand later: Exports, Consumer Durables, Autos and…
Baltic Undersea Electricity Cables – More Than Meets the Eye.
The sabotage of the Baltic EstLInk2 undersea electricity cable linking Finland to Estonia is not “story over”. The Baltic States are supposed to celebrate the end of their membership of BRELL (Belarus, Russia, Estonia, Latvia, Lithuania) soviet era electricity supply grid in …
Syria: Now for the Bad News
Syria will not be a unitary state. Syria's fragmentation is driven by internal ethnic splits and by external players such as Turkey, Iran and Iraq. Syria is descending into internal conflict. But any power configuration is going to be anti-Iranian. Iran will be deprived of its …
Fintech TV NY interview: David Roche: Syria and Oil Prices - why Crypto as a Russian Reserve Currency will hurt its reputation
Fintech TV NY interview on the impact of Syria on oil prices and the unlikely use of digital currency as a reserve currency except for illegal activity by disreputable states or idiotic leaders
Finland-Estonia – suspected undersea electricity sabotage. on 12/25/2024 @ 2400hrs
Finland-Estonia – suspected undersea electricity sabotage. The undersea electricity cable (EstLink 2) linking both countries failed at 2400hrs on 12/25/2024. EstLink 2 is 170km long with 145km being undersea. It is alleged that the cable was cut under the …
China PLA Purge & S. Korean Constutuionl Crisis.
The relevance of China purges and Korean Constitutional crisis to investors: China - Purge. This brings to 20 the senior officer purged in the last 18 months. The purpose is bring the PLA more under Xi’s direct control. It helps tranform the PLA into a more honed …
France- Plus Ca Change, Plus Ca Reste La Meme Chose.
Investment Conclusion PM Bayrou presented his government yesterday. It is a weak one by any measure. There will be no fiscal or other reform in France. Populists will take over in June. Yet another weak short lived French government has spillover effects. It increases the ri…