Ukraine: US 28 Point Plan backing Russian Demands: a Yalta moment for Europe. *Ukraine- US backs Russian demands.* Below is the full 28 point US plan drawn up without consultation with any allies. It is tantamount to a full capitulation of Ukraine and satisfacti... Read More
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21 Nov 25
Ukraine: US 28 Point Plan backing Russian Demands is a Yalta moment for Europe
#Ukraine Invasion#Trump Russian Business Deal#Ukraine Ceasefire#Russia’s Illegal War in Ukraine#Ukraine Russian Ceasefire#Ukraine. President Zelensky#Russian escalation in Europe#Europe-Russia the coming conflict.#Trump Ukraine Rhetoric#Russian Central Bank Assets Expropriation#US 28 Point Plan..
19 Nov 25
CNBC: Squawk Box Asia : Market bubbles cracking! Gold & defence stocks are where to be , says David Roche
#Debt Bubbles#Asset Bubble#Credit Bubbles#Asset Bubbles Burst-Corrrection or Catastrophe?#A framework for thinking through Bubbles
How to judge the potential economic fallout of bubble bursts and what to do about protecting your wealth. Read More
19 Nov 25
Peter Lewis' Money Talk with David Roche & Richard Harris: the Bubble Dilemma.
#Globally Asset Price Bubbles#Credit Bubbles#Global Bubbles#Asset Bubbles Burst-Corrrection or Catastrophe?#A framework for thinking through Bubbles
Anatomy of bubbles, Which sorts do most damage. What is the hard evidence for bubbles now and what kind are they.? If bubbles burst is Asia,immune?. What to own? Read More
17 Nov 25
Odd bins
#Renminbi (RMB)#RMB (Renminbi) Currency#Shipping#RMB (Renminbi)#Trump Tariffs.#US Tariffs#Container Shipping#US Supreme Court#Global Shipping INvestment Theme.
Odd bins Investment Conclusion A renminbi based international payment and reserve system will take off within a year causing a leg down in the US$’s role as global reserve currency. Gold, not the RMB, will be the reserve asset of choice. Gold will go to US$6000 per t... Read More
14 Nov 25
Gold – The International Reserve! - New Cold War Part 2.
#Gold Reserves#US$ Safe Haven Flows#US$ as Global Reserve Currency#US$ Portfolio Investment by Foreigners.#The New Cold War
Gold – The International Reserve! - New Cold War Part 2. This is the second part of the New Cold War. The first part: "Delineating the New Cold War: China’s Boa Constrictor Strategy" appeared last week. The New Cold War works like a train. FIRST, is the Nuclear A... Read More
10 Nov 25
Odd bins
#Cold War#Gold#Gold Reserves#Commodities (Gold)#Ukraine Ceasefire#Ukraine Truce#Russia’s Illegal War in Ukraine#Ukraine Russian Ceasefire#US Supreme Court#Russian escalation in Europe#Russian Central Bank Assets Expropriation#Russian Assets#The New Global Cold War
Odd bins The short term critical market issue is the US Supreme Court - not the end of the Shutdown. We look at potential outcomes. and their market consequences. There are a lot of investment themes here that are matched with idea of how to match them with your money... Read More
09 Nov 25
Delineating the New Cold War: China’s Boa Constrictor Strategy
Delineating the New Cold War: China’s Boa Constrictor Strategy The world is a split stage. The comedy of trade is playing on the right. On the left the New Cold War has begun between the Alliance of Autocracies and the fading ranks of the liberal, and not so liberal, demo... Read More
06 Nov 25
NDTV David Roche - 3 Outcomes & Consequences of US Supreme Court Ruling on Trump’s Tariffs
NDTV David Roche - 3 Outcomes & Consequences of US Supreme Court Ruling on Trump’s Tariffs Read More
05 Nov 25
Odd Bins. - Correction
Odd bins November 11, 2025: Cen tral Banks: Now, Then & in the Future: The date of the next FOMC is December 9-10 and not in October!!!!!!! Read More
04 Nov 25
Odd bins
#Cold War#NuclearThreats#US Federal Reserve#Change in Leadership#Nuclear Weapons#Nuclear deterrence#Nuclear Arsenal#Central Banks (US Federal Reserve)#Boj what to expect#BoJ#US Tariffs#Container Shipping#US Supreme Court#Global Shipping INvestment Theme.
This Oddbins Some vital investment themes: Shipping - reinforced optimism. Trump "deal" with Xi changes nothing. And other shipping sector events reconfirm the need for massive shipbuilding and port investment in the US and for the US. US Supreme Court - almost all decisio... Read More
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