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Odd bins
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…
Bursting Bubbles – Correction or Catastrophe?
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 …
President Trump’s Asia Trip – Not Trade but the New Cold War
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…
NDTV The Big Question: The Trump - Xi Deal: Treaty or Truce?
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…
Engelsberg Ideas : A Crash is Coming - Author David Roche
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.
Peter Lewis" Money Talk: With David Roche, Barry Wood & Mark Michelson
Peter Lewis Money Talk- David Roche, Mark Nicholson and Barry Wood on Trump’s Asian Tour. - distinguishing fact from flam.
Oddbins
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…
NDTV Profit: indian Equities: Don't Be Too Bullish on Markets As Trump.. David Roche On India Buying Russian Oil.
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…
Global Shipping: US Titan or Titanic?
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)…
Squawk Box Europe: Consequences - the Book- Why the world is falling to bits?: David Roche on the upcoming book
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.