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Odd bins

Strategy Report ·David Roche ·29 Sep 2025

Oddbins Investment Conclusions. This week marks the publication of “Egonomics” analysing how President Trump’s economic ecosystem may be more stable than thought. But is nevertheless threatened by Supreme Cout ruling and, in the longer term, escalation of the Russian war in …

#Grayzone Warfare#Pharmaceuticals#US Tariffs#Container Shipping#PharmaTariffs#Russian Central Bank Assets Expropriation#Egonomics - the Trump Policy Model Read More
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Notes To Myself

Archive Report ·David Roche ·14 Feb 2022

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.

#Pharmaceuticals#Energy Exports#Pandemics#Global Policy#COVID-19#Inflation#Commodities#Governance#Tightening#Politics#Monetary Policy#Russia#Ukraine#Strategy Archive#Economy Read More
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Japan - Embers In Ashes

Archive Report ·David Roche ·04 Mar 2002

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.

#Tokyo#Equities#Yen#Japan#JGBs#Bank Reform#Manufacturing#Strategy Archive#Globailisation#Pharmaceuticals#Corporate Sector#SMEs#Election Asia Read More
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