Library | Quantum Strategy

News LibraryShowing All Results

Filters Applied:

Tag: Technology

Portfolio Implications of Trump II

Strategy Report | David Roche | 18 Nov 24

The Second Trump Administration stands up-front and central to any market forecast this year. It is not an add-on to any existing macro picture or cycle. It is hard not to predict the future without looking through a mirror that reflects everything you like or hate about the Ma... Read More

What's In A Chip

Archive Report | David Roche | 19 Sep 23

#Technology #China #Korea #Strategy Archive #Semiconductors #Samsung #Chips #Smartphones #SMIC #TSMC #State Backed Companies

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. Read More

The Ghosts Of Past And Future

Archive Report | David Roche | 08 Sep 23

#Trade #Technology #Politics #Russia #Ukraine #Strategy Archive #Economy #Europe #Inflation #Capital #Defence #Spending #Global Recession #Globally #Democratic Alliance #Alliance of Autocracies

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. Read More

AI & GPT

Archive Report | David Roche | 05 Apr 23

#Technology #Markets #Strategy Archive #Jobs #Artificial Intelligence #Law #Governance

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. Read More

The Deciders

Archive Report | David Roche | 07 Sep 22

#Finance #US #Technology #China #Monetary Policy #Germany #Strategy Archive #Inflation #War #Labour Market #National Income #Prediction

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. Read More

Russia Sanctions â€” No Killer Apps

Archive Report | David Roche | 25 Feb 22

#Technology #Sanctions #Politics #China #Russia #Ukraine #Putin #Taiwan #Strategy Archive #United States #Europe (EU)#Telecommunications #Regime

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. Read More

Bottom's Up

Archive Report | David Roche | 27 Jan 22

#Finance #Technology #Geopolitics #Strategy Archive #Cybersecurity #Data Transmission #Cable Networks #Underwater Cables #Submarines #Naval Exercises #Shipping Lanes #Crypto Assets #International Relations

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. Read More

Trust Me On The Sunscreen

Archive Report | David Roche | 12 Aug 21

#Technology #Strategy Archive #Economy #Climate Change #Government #Policy #Emissions #Science #Green Technology

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. Read More

Taiwan â€” Recycling Riches

Archive Report | David Roche | 22 Jun 21

#Technology #Taiwan #Strategy Archive #Economy #Chips #Banking Reserves

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. Read More

Testing Prejudice

Archive Report | David Roche | 03 Jun 21

#US #Technology #Strategy Archive #Economy #Investment #Inflation #Corporations #Global Markets #Interest Rates #Productivity Growth #Supply Chain #Government Expansion

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. Read More

Expected more? Our recent reports are for Subscribers only. To see everything, become a Subscriber.Contact Us

An unhandled error has occurred. Reload 🗙