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Ukraine: US 28 Point Plan backing Russian Demands is a Yalta moment for Europe

Update ·David Roche ·21 Nov 2025

Ukraine: US 28 Point Plan backing Russian Demands: a Yalta moment for Europe. *Ukraine- US backs Russian demands.* Below is the full 28 point US plan drawn up without consultation with any allies. It is tantamount to a full capitulation of Ukraine and satisfacti…

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Odd bins

Strategy Report ·QS Team ·10 Nov 2025

Odd bins The short term critical market issue is the US Supreme Court - not the end of the Shutdown. We look at potential outcomes. and their market consequences. There are a lot of investment themes here that are matched with idea of how to match them with your money…

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Russia - Ukraine War - Update 3 - The European & UKrainian Agreed Ceasefire Proposal

Update ·David Roche ·26 Apr 2025

Below is the content of joint European & Ukrainian Ceasefire Proposal finalised in London this week. It was given to the US side before Witkoff's visit to Putin. We shall see what comes out of that. The relevance to investors is this. US objectives diverge inceasi…

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The Truce Proposal

Strategy Report ·David Roche ·22 Apr 2025

The Truce Proposal Investment Conclusion The joint US, EU & Ukrainian Ceasefire Proposal – outlined below - to be finalised in London this week, will be rejected by Moscow. This inevitably leads to escalation. Scenarios: President Trump withdraws from Europe …

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The Call - Dial "M" for Moscow.

Strategy Report ·David Roche ·19 Mar 2025

The Call - Dial "M" for Moscow “ The absence of war is not peace and can be the prelude to war” Putin offered Trump just enough to prevent a breakdown in negotiations. The sectorial “Truce” is meaningless. Putin will use upcoming talks to pursue Russia’s maxim…

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