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Whiispers from Implausibility

Strategy Report ·David Roche ·30 Dec 2025

Whispers from Implausibility. If you believe in an effective peace deal, then forget oil! The real plate-shift will be China and the EU. If peace breaks out Russia can offer China little – economically speaking. The US won’t. And the EU must. Europe an…

#Ukraine#Ukraine War#Ukraine Truce#Russia’s Illegal War in Ukraine#Ukraine. President Zelensky#Trump's Serial Betrayalls of Ukraine#The Peace Deal Read More
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Navigator

Strategy Report ·QS Team ·14 Dec 2025

This week we publish "The 8 Disruptions" or why consensus flat world forecasts are wrong. The BoJ will be key in first stage of the battle for central bank independence in Japan . We expect it raise rate to 0.75bp. But if Ueda chickens out JGB 1pyr yields will decisive…

#Trump's Serial Betrayalls of Ukraine#Boj what to expect#Ukraine. President Zelensky Read More
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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?…

#Trump Tariffs and Treaty Destruction#European Commission#Euro Area#Trump's Serial Betrayalls of Ukraine#Trump's 28 Point Peace Plan#Europe-Russia the coming conflict.#Trump Ukraine Rhetoric#Japan-Takaichii#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. Read More
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Navigator (The Replacement of Oddbins)

Strategy Report ·QS Team ·24 Nov 2025

Navigator. The QS team tells me that “Odd bins” is a bad name because investors don’t want to look for research in a bin & my writings are garbage enough without associating them with a bin. So the new name is “Navigator”. Investment themes: Markets could be…

#Japan-The Sustainability of Sovereign Debt#A framework for thinking through Bubbles#President Trumps 28 Point Peace Plan#Trump's Serial Betrayalls of Ukraine#Credit Bubbles#Capital Bubbles#JGB (Japanese Government Bond)#Japanese Economy#Japanese Equities#Japanese Yen#Asset Bubbles#Debt Bubbles#Ukraine War#Ukraine. President Zelensky Read More
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