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Whispers 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 irrationa!…
Pax Vobiscum – The “Peace” Deal
Pax Vobiscum – The “Peace” Deal Investment Conclusion There is no peace dividend to be bought by investors except one based on the stupidity of traders! Use any momentary euphoria to build up more exposure to defence stocks: Europe and Korea are the prime focus. I wo…
David Roche of Quantum Strategy appeared on CNBC Access Middle East today,
David Roche of Quantum Strategy appeared on CNBC Access Middle East today, saying markets are overestimating the likelihood of an Iran peace deal. He noted that oil markets aren’t accurately factoring in current energy supply constraints and warned that a global inflationary sho…
The X-Disruptions
The 8 Disruptors! This the story of why flatworld forecasts of the future being an optimistic repitition of the past are just plain wrong. Here we delve into 8 Disruptors of such serendipity, 7 investment winners and 4 major losers. All are explore as th…
CNBC Squawk Box Asia: The Internationalistion of the Chinese Remnimbi - Why, When & what it means.
CNBC Squawk Box Asia: The Internationalistion of the Chinese Remnimbi - Why, When & what it means for the US$