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Navigator: The Suicidal Sheep

Strategy Report ·David Roche ·05 May 2026

Navigator: The Suicidal Sheep The divorce between equity markets and the Middle East crisis is irrational and unsustainable. The energy supply cliff we are approaching makes its collapse imminent.

#Iranian Confrontation#AI#Israel-Iran War#US Iranian Peace Negotiations#Iranian War#Energy Impact Iranian War#US-Israeli War on Iran - Macro Economic & Market Implications#Trump and Iran-cutting through the vebiage.#The Straits of Hormuz - The New Iranian Nuke#AI Bubble & Middle East Bust Read More
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Quantum Strategy Monthly Brief - August 2025

Quantum Strategy ·George M Ferraz ·16 Sep 2025

#Stephen Miran#HK Equities#AI#Trump Tariffs.#US Tariffs#China#Yen#Jackson Hole#Iran#ECB#Putin#United States#USD#Donald Trump#Shipping#US Equities#German Equities Read More
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News

Deep Seek - Deeply Seeking the Significance .

Update ·QS Team ·28 Jan 2025

DeepSeek Disruption: Tech, Economic, Geopolitical DeepSeek disruption to AI Chatbots/LLMs, like ChatGPT4 and to suppliers of AI semiconductors like Nvidia, is significant. It can also change forecasts for ever rising electricity demand from data centres. But by corol…

#Disruption#Deepseek#AI#Geo-economic Tech Disruption Read More
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