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Oddbins

QS Team ·26 Oct 2025

Investment Conclusion There are no changes in the Wealth Preservation Portfolio this week. But long/overweight Japanese equities is being put on watch. Investors who cut Yen long positions in Yen may consider re-entering them. The BoJ has no excuse not to lean into Taka…

#France#China Plenum#Shipping#China Renminbi#President of France#Ukraine War#China Communist Party#Ukraine Truce#China & Global South#Container Shipping#Ukraine. President Zelensky#France Sovereign Debt Crisis#France-Lecornu#Japan Takaichi Polich Speech#Xi Trump Summit Read More
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Odd bins

Strategy Report ·QS Team ·19 Oct 2025

Odd bins. Investment Conclusion When the bubble bursts, will it be a correction or a catastrophe? Preview and thoughts next. Increase exposure to safe haven assets (see Wealth Preservation Portfolio (WPP) at the end). AUD and SGD longs are being added to the WPF.

#Asset Bubbles Burst-Corrrection or Catastrophe?#CCP China Party Plenum#China Communist Party#China Trade War#Trump Ukraine Rhetoric#France-Lecornu#France Sovereign Debt Crisis#Container Shipping#Ukraine. President Zelensky#China Tariffs#Ukraine Russian Ceasefire#Trump - Putin Call#Ukraine War#Shipping#US-China Trade War#US-China Trade Relations#China Plenum#France#China Stimulus#Trump Policy Read More
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Oddbins

Strategy Report ·David Roche ·05 Oct 2025

Oddbins. Investment Conclusion Japan - The Sanae Takaichi government, at the margin, means more fiscal spending. Therefore the Wealth Preservation Portfolio takes on: • More exposure to Japanese equities. • More shorts on JPG 10yrs. • And a careful watch for any change i…

#Grayzone Warfare#US-China Cold War#US-China Relations#NATO#US-China Trade War#Cold War#US-China Trade Relations#China Plenum#Ukraine War#China Renminbi#EU Summit#EU NATO#China trade war escalatory dominance#Russia’s Illegal War in Ukraine#NATO Art 4 & Art 5#US backing for NATO#APEC SUMMIT#Russian Intrusions Read More
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Autumn Sonata

Quantum Strategy ·David Roche ·01 Aug 2024

Economics & Markets after Autumn makes the blooms fade & some icy winter fingers appear.

#EU#Monetary Policy#Central Banks#Geopolitics#Geo-economics#Tectonic Shifts#Protectionism#Energy#Oil#China#China Plenum Read More
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