Oddbins. Investment Conclusion Japan - The Sanae Takaichi government, at the margin, means more fiscal spending. Therefore the Wealth Preservation Portfolio takes on: • More exposure to Japanese equities. • More shorts on JPG 10yrs. • And a careful watch for any change i... Read More
News LibraryShowing All Results
05 Oct 25
Oddbins
#Cold War#China Plenum#Grayzone Warfare#US-China Cold War#US-China Relations#NATO#US-China Trade War#US-China Trade Relations#China Renminbi#EU Summit#Ukraine War#EU NATO#Russia’s Illegal War in Ukraine#China trade war escalatory dominance#NATO Art 4 & Art 5#US backing for NATO#APEC SUMMIT#Russian Intrusions
14 Sep 25
Russia – This is not Roulette
#Greyzone Warfare#Russia#EU Commission#Putin#NATO#War#European Politics#Ukraine War#Putin Strategy#EU NATO#Russia's Economy#Vladimir Putin#President Putin#European Leadership#EU Defence Spending & Strategy#Russia’s Illegal War in Ukraine#Russian escalation in Europe#NATO Art 4 & Art 5#US backing for NATO#Europe-Russia the coming conflict.
Russia – This is not Roulette. Investment Conclusion; This is not Russian Roulette. Every chamber in the gun is loaded. It is pointing right at the heart of Europe. The new “sheriff in town” is walking to other way down the dusty track away from the European village.... Read More
10 Sep 25
Russia escalates.
War Escalation in Europe. The multiple Russian drones intrusion into Polish airspace and the kinetic military action to shoot them down is serious escalation. This is coming on top of increasing tension in the Baltic and subversion on land in Sweden and the Baltic states as w... Read More
03 Mar 25
The War of the End of the (NATO) World.
#Ukraine#US Administration#NATO#Trump Administration#Ukraine Invasion#Euro Summit#Ukraine War#Zelensky#Defense Spending#Trans-Atlatntic Relations#President Zelensky#Vance#Thugs
This report charts the effects of the breakdown of the Trans-Atlantic Alliance on geo-economics and what to do about in portfolios. The Wealth Preservation Portfolio is at the end. Read More
25 Feb 25
Money Talk with Peter Lewis, Barry Wood, Simon.Kavanagh & little old me.
#Tariffs#Russia#Russian Energy#NATO#Chancellor of Germany#German Bundestag#Ukraine War#EU NATO#German Constitution#Russia's Economy#German Election Results#AfD (Alternative for Germany)#Russian Influence#Trump Tariffs.#Tariffs China Mexico Canada#US Tariffs#Remedial Tariffs#Trump Russian Business Deal
Robust conversation on: * German Election: the next four years are critical for the german economy, defence, europe. Domestically, in order to deprive the AfD of youth and lower income groups’ support, the economy must become the rising tide to lift all boats. * US Trump ... Read More
23 Feb 25
German Election Update: An Economy Class Seat Instead of 1st Class to the Right Destination
#Germany#CDU#SPD#FDP#NATO#German Politics#Chancellor of Germany#German Bundestag#EU NATO#German Constitution#German Parliament#German Election Results#AfD (Alternative for Germany)#German Elections#Free Democrats (FDP)#German Equities#CDU/CSU#Social Democratic Party (SPD)#Christian Democratic Union (CDU)#Bundestag Wahl
A Midnight Update on the German Elections. ( sorry for typos etc. they will be righted in the report version) On balance this was an ok result. Not a dream ticket, But one that will begin to move Germany towards econimic revival. Among European equities Germany is... Read More
21 Feb 25
Geo-economics: The 13 Prophesies of the Apocalypse
#Trump#Ukraine#NATO#Putin Strategy#EU NATO#Vladimir Putin#President Putin#Zelensky#Liberal World Order#EU Defence Spending & Strategy
Here are 13 things that may happen as the Liberal World Order is replaced by the Unmentionable......... and how to protect yourself from the fallout! Read More
18 Feb 25
Divorce a l'Americain
#EU#Trump#Russia#Ukraine#Putin#Xi#Trump Policy#Grayzone Warfare#NATO#Trump Administration#Ukraine War#Europeans#President Putin#Liberal World Order#Lavrov#Ushakov#President Xi
Divorce a l'Americain The Liberal World Order and NATO are dead ducks. That opens the way for the Trump 2 Administration to hit Europe with very high (remedial/reciprocal) tariffs in April. Trump has no need for Europeans to help him with Ukraine. The EM... Read More
17 Feb 25
The Mini Podcast on Macro Matters
David Roche - Quantum Strategy - The Micro Podcast on Macro Matters Trumps new April Tariffs - what to expect. Munich - the end of NATO and Liberal World Order. US Retail - the fading Exceptionalism Dream... ..... and upcoming data for the week. Read More
17 Feb 25
RTHK THe Close
#China Stimulus#Trade Wars#NATO#US-China Trade War#Economy (China)#Trump Tariffs.#Munich Security Conference#US Retail
RTHK The Close China: the revival in high tech fortunes and the blessings of Xi. PLus the latest credit figures show traction.. US: Retail data- does weakness spell the end of the Trump miracle and what to expect from Tariffs. Munich- the weakness of the west is a big... Read More
Expected more? Our recent reports are for Subscribers only. To see everything, become a Subscriber.Contact Us