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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…

#Cold War#China Plenum#Grayzone Warfare#US-China Cold War#US-China Relations#NATO#US-China Trade Relations#China Renminbi#EU Summit#US-China Trade War#Ukraine War#EU NATO#Russia’s Illegal War in Ukraine#China trade war escalatory dominance#NATO Art 4 & Art 5#US backing for NATO#APEC SUMMIT#Russian Intrusions Read More
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Russia – This is not Roulette

Strategy Report ·David Roche ·14 Sep 2025

Russia – This is not Roulette. Investment Conclusion; This is not Russian Roulette. Every chamber in the gun is loaded. It is pointing right at the heart of Europe. The new “sheriff in town” is walking to other way down the dusty track away from the European village.…

#Greyzone Warfare#US backing for NATO#Europe-Russia the coming conflict.#Russian escalation in Europe#NATO Art 4 & Art 5#Russia's Economy#Vladimir Putin#President Putin#European Leadership#EU Defence Spending & Strategy#Russia’s Illegal War in Ukraine#Putin Strategy#EU NATO#War#European Politics#Ukraine War#NATO#Russia#EU Commission#Putin Read More
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