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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#Change in Leadership#Nuclear Weapons#Nuclear deterrence#Nuclear Arsenal#Central Banks (US Federal Reserve)#Boj what to expect#BoJ#US Tariffs#Container Shipping#US Supreme Court#Global Shipping INvestment Theme.#Cold War Read More
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The Gods Of War

Archive Report ·David Roche ·12 Jul 2017

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.

#Politics#US#Nuclear Arsenal#Surgical Strikes#Decapitation#Asia Ex-Japan Debt#PCurrency#Equity#Strategy Archive#Gold#North Korea#Military Conflict#Kim Jong-un Read More
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