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Whiispers from Implausibility

Strategy Report ·David Roche ·30 Dec 2025

Whispers from Implausibility. If you believe in an effective peace deal, then forget oil! The real plate-shift will be China and the EU. If peace breaks out Russia can offer China little – economically speaking. The US won’t. And the EU must. Europe an…

#Ukraine#Ukraine War#Ukraine Truce#Russia’s Illegal War in Ukraine#Ukraine. President Zelensky#Trump's Serial Betrayalls of Ukraine#The Peace Deal Read More
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Ukraine: US 28 Point Plan is a Yalta moment for Europe.

Strategy Report ·David Roche ·22 Nov 2025

President Trump's 28-Point Peace Plan. President Trump's 28-Point Peace Plan is the often repeated but now irrefutably defined proof that the US in on the same page as Putin about the causes and resolutions of Russia's war in Ukraine. But this time is different…

#Russian escalation in Europe#Trump's 28 Point Peace Plan#Russia Foreign Exchange Assets#Trump Ukraine Rhetoric#Russian Assets#Trump & Putin#Russia’s Illegal War in Ukraine#Ukraine. President Zelensky#Ukraine Ceasefire#Ukraine Russian Ceasefire#Ukraine Truce#President Zelensky#Russian Influence#East Ukraine#Zelensky#Trump Russian Business Deal#Russian Energy#Russia#Ukraine#Russian Debt#Ukraine Invasion#Ukraine War#Putin Strategy#Vladimir Putin#President Putin Read More
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Odd bins

Strategy Report ·QS Team ·10 Nov 2025

Odd bins The short term critical market issue is the US Supreme Court - not the end of the Shutdown. We look at potential outcomes. and their market consequences. There are a lot of investment themes here that are matched with idea of how to match them with your money…

#Cold War#Gold#Commodities (Gold)#Gold Reserves#Ukraine Ceasefire#Ukraine Truce#Russia’s Illegal War in Ukraine#Ukraine Russian Ceasefire#US Supreme Court#Russian Central Bank Assets Expropriation#Russian Assets#The New Global Cold War#Russian escalation in Europe Read More
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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-Lecornu#Japan Takaichi Polich Speech#Xi Trump Summit#France Sovereign Debt Crisis#Ukraine Truce#China & Global South#Container Shipping#Ukraine. President Zelensky#China Communist Party#Ukraine War#France#China Plenum#President of France#Shipping#China Renminbi Read More
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The Truce Proposal

Strategy Report ·David Roche ·22 Apr 2025

The Truce Proposal Investment Conclusion The joint US, EU & Ukrainian Ceasefire Proposal – outlined below - to be finalised in London this week, will be rejected by Moscow. This inevitably leads to escalation. Scenarios: President Trump withdraws from Europe …

#Russia#Ukraine#Ukraine War#Trump Russian Business Deal#Ukraine Ceasefire#Ukraine Truce 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…

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