Quantum Strategy
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Safe Haven Assets: Doing What They Were Built to Do
A Q3 2026 performance snapshot, 30 June to 25 September 2026 Yesterday's report, Applets , set out why the world is getting riskier. This note is the proof point. Since 30 June, the Quantum Strategy safe haven allocation has done exactly what it was built to do. Ten of its eleven…
Report
Navigator: New Chokepoints and New Themes
Navigator: New Chokepoints and New Themes We have a new Chokepoint and a New War. It is the Sea of Azov and the Black Sea. It is the first offensive ever to be based 100% on Drones (with a few missiles thrown in for effect). It has global implications. This all smacks …
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