News Library
Showing All Results
Russia – This is not Roulette
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.…
Baltic Undersea Electricity Cables – More Than Meets the Eye.
The sabotage of the Baltic EstLInk2 undersea electricity cable linking Finland to Estonia is not “story over”. The Baltic States are supposed to celebrate the end of their membership of BRELL (Belarus, Russia, Estonia, Latvia, Lithuania) soviet era electricity supply grid in …
Finland-Estonia – suspected undersea electricity sabotage. on 12/25/2024 @ 2400hrs
Finland-Estonia – suspected undersea electricity sabotage. The undersea electricity cable (EstLink 2) linking both countries failed at 2400hrs on 12/25/2024. EstLink 2 is 170km long with 145km being undersea. It is alleged that the cable was cut under the …
RTHK The Close with Carolyn Wright.
All the Big Things that could go wrong or right next year. A tour de force and tour du monde with the David Roche and Carolyn Wright.
Quantum Strategy David Roche - The Mini Podcast of Macro That Matters to Markets!
Quantum Strategy David Roche - The Mini Podcast of Macro That Matters to Markets! China's deflation continues- why it matters? Syria- the two scenarios and how critical they are. ECB - what to expect. US Inflation - service price figures critical
Middle East – Syria - The End of the Bashar al-Assad regime.
Investment Conclusion Winners: Israel & the US. Losers: Russia & Iran. Supportive of markets and the US$. The fall of Bashar al-Assad weakens Russia and Iran significantly. The winners are Turkey, Israel and the US. It is likely (60%) Syria will hang together as a u…
Russia Rough Update
Investment Conclusion. Since “Incidentally” was published ( Incidentally 11252024) explaining how things were going to get rough for Russia because of new sanctions on Russia’s financial system and the dark fleet, things have indeed started getting rough for Russia. T…
The Micro Podcast on Macro that matters to markets
David Roche: Quantum Strategy - The Micro Podcast for Macro that matters to Markets: Moving on from Trump cabinet appointments to policy the Trump Administration will pursue. I focus on two areas Tariffs and Ukraine - i look at likely policy choices and implications. Th…
Portfolio Implications of Trump II
The Second Trump Administration stands up-front and central to any market forecast this year. It is not an add-on to any existing macro picture or cycle. It is hard not to predict the future without looking through a mirror that reflects everything you like or hate about the Ma…