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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 Equities#Japanese Yen#Asset Bubbles#Debt Bubbles#Capital Bubbles#JGB (Japanese Government Bond)#Japanese Economy#Ukraine. President Zelensky#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 War#Credit Bubbles Read More
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Much Ado About Something Else

Archive Report ·David Roche ·09 Aug 2010

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.

#Deleveraging#Markets#Japanese Economy#Low-Growth Scenario#Sovereign Bonds.#Deflation#Global Growth#Currencies#US Economy#Quantitative Easing (QE)#Interest Rates#Bonds#Strategy Archive#Economy#Equities Read More
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