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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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Navigator: Matters That Matter

Strategy Report ·David Roche ·05 Jul 2026

Navigator: Matters That Matter Oil and gold are being added back to the Wealth Preservation Portfolio. This report explains why. We are also adding to our long Chinese AI equities and short US AI equities relying upon the research piece: AI and Lowly Common Sense wh…

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