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The Countdown Days of Trump II

Strategy Report ·David Roche ·19 Jan 2025

What does the Gaza ceasefire accord mean? The answer is a lot. It defines the Trump II administration’s foreign policy – peace through strength with decisive personalised interventions. It makes it clear that there’ll be no immediate Israeli attack on Iran sanctioned by the US. …

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Middle East – Syria - The End of the Bashar al-Assad regime.

Strategy Report ·David Roche ·08 Dec 2024

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…

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The Heart And Mind Of Darkness

Archive Report ·David Roche ·14 Oct 2023

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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