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Odd bins

Strategy Report ·David Roche ·17 Nov 2025

Odd bins Investment Conclusion A renminbi based international payment and reserve system will take off within a year causing a leg down in the US$’s role as global reserve currency. Gold, not the RMB, will be the reserve asset of choice. Gold will go to US$6000 per t…

#Renminbi (RMB)#RMB (Renminbi) Currency#Shipping#RMB (Renminbi)#Trump Tariffs.#US Tariffs#Container Shipping#US Supreme Court#Global Shipping INvestment Theme. 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…

#The New Global Cold War#US Supreme Court#Russian escalation in Europe#Russian Central Bank Assets Expropriation#Russian Assets#Ukraine Ceasefire#Ukraine Truce#Russia’s Illegal War in Ukraine#Ukraine Russian Ceasefire#Gold#Commodities (Gold)#Gold Reserves#Cold War Read More
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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#Boj what to expect#BoJ#Cold War#Nuclear deterrence#Nuclear Arsenal#Central Banks (US Federal Reserve)#US Tariffs#Container Shipping#US Supreme Court#Global Shipping INvestment Theme. Read More
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Supreme Confusion

Strategy Report ·QS Team ·16 Oct 2025

Supreme Confusion. Investment Conclusion Supreme Court decisions from now to January will set the scope of this Administration’s executive powers and determine the fate of the equity bull market. Some of the decisions to be made will have societal impacts that will no…

#International Emergency Economic Powers Act (IEEPA)#US Supreme Court#Trump v Cook Case#Louisiana v Callais case Read More
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President Trump’s Post Supreme Court Ruling - Tariff Options.

Strategy Report ·David Roche ·05 Sep 2025

President Trump’s Post Supreme Court Ruling - Tariff Options. Investment Conclusion The Supreme Court (SC) ruling on the Administration’s use of emergency powers to impose tariffs will be binary. If it goes in favour of the Administration expect an upsurge i…

#US Supreme Court#Remedial Tariffs#Reciprocal Tariffs#Tariffs Read More
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