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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.

#China Plenum#France#China Stimulus#Trump Policy#US-China Trade War#US-China Trade Relations#China Communist Party#Trump - Putin Call#China Tariffs#Ukraine Russian Ceasefire#China Trade War#Container Shipping#Ukraine. President Zelensky#France Sovereign Debt Crisis#Trump Ukraine Rhetoric#France-Lecornu#Asset Bubbles Burst-Corrrection or Catastrophe?#CCP China Party Plenum#Shipping#Ukraine War Read More
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The Weaponisation of Economics (Part 2: Economic Weapons of Mass Destruction)

Strategy Report ·David Roche ·15 Apr 2025

The Weaponisation of Economics (Part 2: Economic Weapons of Mass Destruction) Investment Conclusion The weaponisation of the global economy has a life cycle of its own. Economic Weaponisation is growing in lethality and sophistication. Weaponisation is shaping t…

#President Trump#Trump Tariffs and Treaty Destruction#Trump Tariffs.#EU-US Trade War#Trump - Putin Call#Donald Trump#Trade War#Trump Administration#Trump Policy#Trade Wars#US-China Trade War Read More
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The Call - Dial "M" for Moscow.

Strategy Report ·David Roche ·19 Mar 2025

The Call - Dial "M" for Moscow “ The absence of war is not peace and can be the prelude to war” Putin offered Trump just enough to prevent a breakdown in negotiations. The sectorial “Truce” is meaningless. Putin will use upcoming talks to pursue Russia’s maxim…

#Trump - Putin Call#Ukraine Ceasefire#Ukraine Truce#President Trump#President Putin Read More
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