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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…

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

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

Archive Report ·David Roche ·08 Sep 2004

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.

#Currencies#Bonds#Job Creation#Market Predictions#Energy Commodities#Global Growth#Debt Bubbles#Inflation#Strategy Archive#Equities#Finance#Geopolitical Fragmentation#Rally#Psychology#Tick-to-Tack Trading Strategy#Autumn Season#Year-End Projections Read More
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End Of Disinflation, The 3X3 World

Archive Report ·David Roche ·05 Mar 2004

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.

#Real GDP Growth#Debt Deflation#Disinflation#Inflation Rate#Policy Influence#3 Percent Inflation#Low-Growth Economy#Economic System#Deflationary Economy#Central Banks#Japan#Strategy Archive#Inflation#Debt Bubbles Read More
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