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... Read More

Thank you & Happy Christmas. It means so much to work with you. David and the whole Quantum Strategy Team wish you happiness and health. D Read More

Thank you & Happy Christmas. It means so much to work with you. David and the whole Quantum Strategy Team wish you happiness and health. D Read More

Quantum Strategy Website is not working well. We shall be communicating with you by direct e-mail until it is. Please note that the name of this morning's report Navigator was changed by malfuntion to Netvigator. The report is of course Navigator and is fine. d Read More

NDTV - The BoJ and why it’s guidance is seen as wishy washy by the markets. Why the battle for central bank independence is set to be waged in Japan too. And why 10 yr JGB’s will yield the same as German Bunds Read More

Peter Lewis - Money Talk - Francis Lum & Little Auld Me (David Roche) on the BIG predictions for 2026 China equities excel in relative terms. That contrasts to the the US’s acclerated decline. Trump’s hold on power breaks. Policy get more, not less, maverick and irrati... Read More

Pax Vobiscum – The “Peace” Deal Investment Conclusion There is no peace dividend to be bought by investors except one based on the stupidity of traders! Use any momentary euphoria to build up more exposure to defence stocks: Europe and Korea are the prime focus. I wo... Read More

The 8 Disruptors! This the story of why flatworld forecasts of the future being an optimistic repitition of the past are just plain wrong. Here we delve into 8 Disruptors of such serendipity, 7 investment winners and 4 major losers. All are explore as th... Read More

CNBC Squawk Box Asia: The Internationalistion of the Chinese Remnimbi - Why, When & what it means for the US$ Read More

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... Read More