Quantum Strategy

Reports Library

Showing All Results

FiltersTag Clear
Report
Report

Time Past & Time Future

Strategy Report ·David Roche ·10 Dec 2025

Time Past & Time Future. What this piece discusses: Why markets are where they are - across all categories? Six drivers are isolated. Can what got us here take us further? What would have to happen for that be our fate? What do consensus forecast expect for 2025?…

#European Commission#Euro Area#Trump Tariffs and Treaty Destruction#Europe-Russia the coming conflict.#Trump Ukraine Rhetoric#Japan-Takaichii#Trump's Serial Betrayalls of Ukraine#Japan-The Sustainability of Sovereign Debt#The Six Macro Risk Factors for Markets#The Cost of Trump's Spheres of Influence#The Alliance of Dictators and Dictator Wannabes.#Trump's 28 Point Peace Plan Read More
Report
Report

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…

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

Ukraine: US 28 Point Plan backing Russian Demands is a Yalta moment for Europe

Update ·David Roche ·21 Nov 2025

Ukraine: US 28 Point Plan backing Russian Demands: a Yalta moment for Europe. *Ukraine- US backs Russian demands.* Below is the full 28 point US plan drawn up without consultation with any allies. It is tantamount to a full capitulation of Ukraine and satisfacti…

#Ukraine Invasion#Trump Russian Business Deal#Ukraine Ceasefire#Russian escalation in Europe#Europe-Russia the coming conflict.#Ukraine. President Zelensky#Russia’s Illegal War in Ukraine#Ukraine Russian Ceasefire#Trump Ukraine Rhetoric#Russian Central Bank Assets Expropriation#US 28 Point Plan.. Read More
Report
Report

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.

#Asset Bubbles Burst-Corrrection or Catastrophe?#CCP China Party Plenum#France-Lecornu#Trump Ukraine Rhetoric#France Sovereign Debt Crisis#China Tariffs#Ukraine Russian Ceasefire#China Trade War#Container Shipping#Ukraine. President Zelensky#Trump - Putin Call#China Plenum#Ukraine War#China Communist Party#France#China Stimulus#Trump Policy#US-China Trade War#US-China Trade Relations#Shipping Read More
Expected more? Our recent reports are for Subscribers only. To see everything, become a Subscriber.Contact Us
An unhandled error has occurred. Reload 🗙