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Middle East Update
Middle East Update Investment Conclusion Conflict will be more prolonged. Oil disruption may be longer lasting and be more substantial than I previously thought. QS is putting back on long Brent positions and adding back 10% to Gold and other hard assets. NOT using …
CNBC Asia Squawk Box - The Imminent End of the Mullahs?
CNBC Squawk Box Asia with Martin Soong and Chery Kang: The end of the mullahs - great! But it’s how we get there that matters to markets.
Tariffs – The Aftermath
Tariffs – The Aftermath Investment Conclusion. We are far from done with volatility from Tariffs and Trade. The use of S.122 of the Trade Act 1974 is illegal in my judgement. It is also unfit for purpose as a policy to “correct” the US trade deficit. This leaves …
NDTV & Quantum Strategy - US Supreme Court Tariff Special - Full 1hr Panel Discussion
This is the full panel discussion of the US Supreme Court ruling on the legality of President Trump’s use of IEEPA tariffs. It covers what happpens next. The economic and geopolitical impact. And who wins and loses.
NDTV The Emporer has no tariffs! What next for India?
What now for India?
NDTV Profit: US Inflation Reset? Quantum Strategy's David Roche on Trump's Tariff Defeat & What Happens Now
Is striking down IEEPA a risk on orvrisk off event? What does it mean for the global and US economies and geopolitics?
US Supreme Court Ruling Against IEEPA: The Emperor Has No Tariffs!
The US Supreme Court (SC) decision was in part anticipated by markets. So, it will not cause their collapse. Emerging markets, which get lower tariffs than IEEPA rate will have a rally on this result. India and China are examples. But business is not as usual. Uncerta…
Thailand – All Change Here for the Worse.
Thailand – All Change Here for the Worse. Monday, Investment Conclusion We have no exposure to Thailand. The election result does not make me want to have any.