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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 …

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

Strategy Report ·David Roche ·07 Jan 2025

S. Korea Political Crisis - Update. Ultimately the South Korean political crisis will be resolved by constitutional reform and an election leading to a left-wing government. There’ll no further threat of a coup or imposition of martial law. The arrest warrant for impeached Presi…

#Asia#Martial Law#Yoon Suk Yeol#S.Korea#Korea#Coup Read More
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