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South Korean Crisis - Update

Strategy Report ·David Roche ·07 Jan 2025

S. Korea Political Crisis - Update. Ultimately the South Korean political crisis will be resolved by constitutional reform and an election leading to a left-wing government. There’ll no further threat of a coup or imposition of martial law. The arrest warrant for impeached Presi…

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China - The Heart of the Blather

Strategy Report ·David Roche ·16 Oct 2024

China- why the stimulus packages won't work and what it means. China remains uninvestable

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China - the Plenum

Strategy Report ·David Roche ·22 Jul 2024

The Plenum: Much ado about nothing Well, the third Plenum went according to script. Nothing, nothing and then nothing.  Report follows.

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Taiwan - Operation Sword...And So To Bed 28.05.

Archive Report ·David Roche ·28 May 2024

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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Middle East - Small Attack, Big Message

Archive Report ·David Roche ·19 Apr 2024

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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China Twin Meetings

Archive Report ·David Roche ·06 Mar 2024

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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Russian Oil Shipment Price Cap Is A Joke

Archive Report ·David Roche ·03 Dec 2022

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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Moving Along The Saw Tooth

Archive Report ·David Roche ·03 Aug 2021

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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