Quantum Strategy

Reports Library

Showing All Results

FiltersTag Clear
Report

Bursting Bubbles – Correction or Catastrophe?

Strategy Report ·David Roche ·02 Nov 2025

Bursting Bubbles – Correction or Catastrophe? Investment Conclusion This paper asks questions about bubbles and sets up a framework to answer them. The questions: are there significant bubbles around? If so, what would make them burst? And if they burst will the result be …

#Property Bubble#Debt Bubbles#Globally Asset Price Bubbles#Equity Bubble#Potential Bubbles#Consumer Debt Bubble#Housing Bubble#Liquidity Bubbles#Asset Bubble#Disinformation & Bubble Assets#Credit Bubbles#Capital Bubbles#Asset Bubbles Burst-Corrrection or Catastrophe?#A framework for thinking through Bubbles Read More
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.

#CCP China Party Plenum#China Communist Party#Ukraine. President Zelensky#France Sovereign Debt Crisis#Trump Ukraine Rhetoric#France-Lecornu#Asset Bubbles Burst-Corrrection or Catastrophe?#Shipping#Ukraine War#US-China Trade War#Trump - Putin Call#China Tariffs#Ukraine Russian Ceasefire#China Trade War#Container Shipping#US-China Trade Relations#China Plenum#France#China Stimulus#Trump Policy 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 🗙