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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…

#Russia#Ukraine#Russian Energy#Ukraine War#Putin Strategy#Vladimir Putin#President Putin#Russian Influence#East Ukraine#Zelensky#Trump Russian Business Deal#President Zelensky#Ukraine Ceasefire#Ukraine Truce#Russia’s Illegal War in Ukraine#Russian Debt#Ukraine Invasion#Ukraine Russian Ceasefire#Ukraine. President Zelensky#Trump & Putin#Russian escalation in Europe#Russia Foreign Exchange Assets#Trump Ukraine Rhetoric#Russian Assets#Trump's 28 Point Peace Plan 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#The New Global Cold War#Russian Central Bank Assets Expropriation#Russian Assets#US Supreme Court#Russian escalation in Europe#Gold Reserves#Russia’s Illegal War in Ukraine#Ukraine Russian Ceasefire#Ukraine Ceasefire#Ukraine Truce#Commodities (Gold)#Gold Read More
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Odd bins

Strategy Report ·David Roche ·12 Oct 2025

Odd bins. Investment Conclusion No changes in the Wealth Protection Portfolio this week. It appears at the end of this report. Japan: Still sticking to Long Yen but expect things to get worse for Takaichi and the LDP. Takaichi being a lame duck from the o…

#Container Shipping#Russian Assets#France-Lecornu#Japan-Takaichii Read More
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