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Can Russia Sustain a 2nd Europe Front?

Strategy Report ·David Roche ·16 Sep 2025

Can Russia Sustain a 2nd Europe Front? Introduction The report “Russia – This is not Roulette (Sept 9)” got lots of follow up questions. The trust of the ensuing discussion is about the economic sustainability of war for the Kremlin. This is what I write about below.…

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War Dividend

Strategy Report ·David Roche ·09 Mar 2025

War Dividend A tectonic plateshift has started. There will be a War Dividend to recoup the Peace Dividend since the Fall of the Berlin Wall. Events in Europe will cause a global arms race as Alliances break down and nations and blocs “go it alone”. Defence demand will far exc…

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Taiwan - Operation Sword...And So To Bed 28.05.

Archive Report ·David Roche ·28 May 2024

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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The Global Manuservices Economy - Investment Themes

Archive Report ·David Roche ·15 Mar 2024

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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The Ghosts Of Past And Future

Archive Report ·David Roche ·08 Sep 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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US Dept Of Defence Digital Logistics - Chinese Penetration

Archive Report ·David Roche ·01 Jul 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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China - A Testing Moment

Archive Report ·David Roche ·20 Sep 2021

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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Russia - Putin's Terms

Archive Report ·David Roche ·17 Feb 2015

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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