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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#Ukraine Truce#China & Global South#Container Shipping#Ukraine. President Zelensky#France Sovereign Debt Crisis#China Communist Party#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#Trump - Putin Call#France Sovereign Debt Crisis#Trump Ukraine Rhetoric#France-Lecornu#Container Shipping#Ukraine. President Zelensky#China Tariffs#Ukraine Russian Ceasefire#China Trade War#Ukraine War#China Plenum#France#US-China Trade War#US-China Trade Relations#Shipping#China Stimulus#Trump Policy Read More
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Quantum Economics Chapter II - The Truth To Tell

Archive Report ·David Roche ·06 Jan 2021

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#COVID-19#United States#Predictive Models#Quantitative Economics#Market Analysis#Wall Street Crash#China Communist Party#Eurozone Debt Crisis#China Read More
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