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Navigator (The Replacement of Oddbins)

Strategy Report ·QS Team ·24 Nov 2025

Navigator. The QS team tells me that “Odd bins” is a bad name because investors don’t want to look for research in a bin & my writings are garbage enough without associating them with a bin. So the new name is “Navigator”. Investment themes: Markets could be…

#Japanese Yen#Japanese Equities#Asset Bubbles#Debt Bubbles#Ukraine War#Credit Bubbles#Capital Bubbles#JGB (Japanese Government Bond)#Japanese Economy#A framework for thinking through Bubbles#President Trumps 28 Point Peace Plan#Trump's Serial Betrayalls of Ukraine#Japan-The Sustainability of Sovereign Debt#Ukraine. President Zelensky Read More
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Bursting Bubbles – Correction or Catastrophe?

Strategy Report ·David Roche ·02 Nov 2025

Bursting Bubbles – Correction or Catastrophe? Investment Conclusion This paper asks questions about bubbles and sets up a framework to answer them. The questions: are there significant bubbles around? If so, what would make them burst? And if they burst will the result be …

#Asset Bubbles Burst-Corrrection or Catastrophe?#A framework for thinking through Bubbles#Liquidity Bubbles#Potential Bubbles#Consumer Debt Bubble#Housing Bubble#Disinformation & Bubble Assets#Credit Bubbles#Capital Bubbles#Globally Asset Price Bubbles#Equity Bubble#Asset Bubble#Property Bubble#Debt Bubbles Read More
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Global Theslowgrind

Archive Report ·David Roche ·08 Dec 2005

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.

#Strategy Archive#Equities#Inflation#Financial Assets#Interest Rates#Liquidity#United States#Capital Bubbles Read More
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