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President Trump’s Asia Trip – Not Trade but the New Cold War

Strategy Report ·David Roche ·31 Oct 2025

President Trump’s Asia Trip – Not Trade but the New Cold War Investment Conclusion The trade result of President Trump’s Asian trip is to dial us back to where we were in February of this year as measured by tariffs. Some of the US “wins” need further evidence. For exam…

#US-China Cold War#US-China Trade War#China.#US-China Trade Relations#US Tariffs#China Tariffs#China trade war escalatory dominance#China Trade War#China & Global South Read More
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Oddbins

Strategy Report ·David Roche ·05 Oct 2025

Oddbins. Investment Conclusion Japan - The Sanae Takaichi government, at the margin, means more fiscal spending. Therefore the Wealth Preservation Portfolio takes on: • More exposure to Japanese equities. • More shorts on JPG 10yrs. • And a careful watch for any change i…

#NATO Art 4 & Art 5#US backing for NATO#APEC SUMMIT#Russian Intrusions#US-China Trade Relations#China Renminbi#EU Summit#Ukraine War#EU NATO#US-China Relations#NATO#US-China Trade War#Cold War#China Plenum#Grayzone Warfare#US-China Cold War#Russia’s Illegal War in Ukraine#China trade war escalatory dominance Read More
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China: No Pushover!

Strategy Report ·David Roche ·05 May 2025

China: No Pushover! Investment Conclusion I would not be in any hurry to participate in the current market rally in equities, bonds or the US$. The US equity market today tells us the world is only 9% worse off than when President Trump took office and as…

#China trade war escalatory dominance#US-China Cold War#Tariffs#US-China Relations#US-China Trade War#US-China Trade Relations#Fentanyl tariffs#Trump Tariffs and Treaty Destruction#China Trade War#China & Global South Read More
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