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Russia: Increasing Signs of Economic Bankruptcy and Desperation

Strategy Report ·QS Team ·26 Aug 2026

Vladimir Putin has quietly opened the door to seizing almost any privately owned enterprise in Russia. David Roche unpacks the August 24 decree, its indefinite seizure mechanism, and why the move reads less like strength than fiscal strain. Essential reading for anyone tracking s…

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Russia – This is not Roulette

Strategy Report ·David Roche ·14 Sep 2025

Russia – This is not Roulette. Investment Conclusion; This is not Russian Roulette. Every chamber in the gun is loaded. It is pointing right at the heart of Europe. The new “sheriff in town” is walking to other way down the dusty track away from the European village.…

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Ukraine: Worse than Minsk

Strategy Report ·David Roche ·13 Feb 2025

The liberal world order, if not dead, is very ill in bed. What replaces it will not be orderly or come cheap. States, previously part a network of alliances, will go it alone to ensure their own defense and strategic interests. There will be a massive increase in defence…

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