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Peter Lewis Money Talk

Podcast ·David Roche ·14 Jan 2025

Discussion with Mark Nicholson, Barry Wood and Peter Lewis about: 1. are Tariffs the only answer to China surpluses and everyone else's deficits. 2.What are China's booming exports telling us about future export demand. 3. Is shins really refocusing stimulus on creating consum…

#Protectionism#Tariffs#Trump#Geopolitics#US Fed#Ukraine#Trump Policy#Dark Fleet#Shadow Fleet#FOMC#US Federal Reserve#Undersea Cable#Grayzone Warfare Read More
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Report

Astern!

Strategy Report ·David Roche ·08 Jan 2025

We're in for a bear market in most asset classes during 2025. This piece integrates the macro and micro reasons for that conviction. The core conviction is that macro-risk is out of synch with market volatility. This will be resolved by market volatility rising as macro …

#Undersea Cables#Martial Law#Yoon Suk Yeol#Grayzone Warfare#Undersea Cable#Volatility#Russia#US Federal Reserve#US$#Taiwan#S.Korea#Syria#French Sovereign Debt#Korea#Hamas#FOMC#Ukraine#Yen#US Fed#Moscow#Macro Uncertainty#Market Volatility#China Stimulus#US Labor Market#Escalation#Trump Policy#Middle East#Israel#Iran#ECB#Markets#IDF#Putin#Central Banks#Geopolitics#Sanctions#Energy#China#Trump#Protectionism#US#EU#Greyzone Warfare Read More
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Report

Baltic Undersea Electricity Cables – More Than Meets the Eye.

Strategy Report ·David Roche ·28 Dec 2024

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 …

#Greyzone Warfare#Geo-economics#Geostrategy#Geopolitics#Putin#Russia#Baltic Sea#Undersea Cable#Finland Read More
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News

Finland-Estonia – suspected undersea electricity sabotage. on 12/25/2024 @ 2400hrs

Update ·David Roche ·26 Dec 2024

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 …

#Undersea Cable#Sabotage#Baltic Sea#Greyzone Warfare#Geo-economics Read More
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