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Odd bins

Strategy Report ·David Roche ·04 Nov 2025

This Oddbins Some vital investment themes: Shipping - reinforced optimism. Trump "deal" with Xi changes nothing. And other shipping sector events reconfirm the need for massive shipbuilding and port investment in the US and for the US. US Supreme Court - almost all decisio…

#NuclearThreats#US Federal Reserve#Cold War#Change in Leadership#Nuclear Arsenal#Central Banks (US Federal Reserve)#Boj what to expect#BoJ#US Tariffs#Container Shipping#US Supreme Court#Global Shipping INvestment Theme.#Nuclear Weapons#Nuclear deterrence Read More
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Korea - Kim In The Shopping Mall

Archive Report ·David Roche ·17 May 2018

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.

#Nuclear deterrence#Diplomacy#Politics#China#Strategy Archive#Economy#North Korea#Foreign Policy Read More
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