The Weaponisation of Economics (Part 2: Economic Weapons of Mass Destruction) Investment Conclusion The weaponisation of the global economy has a life cycle of its own. Economic Weaponisation is growing in lethality and sophistication. Weaponisation is shaping t... Read More
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07 Apr 25
Royal United Services Institute (RUSI) - David Roche - US Trade and Trump’s Tariffs – Disruption or Design?
#Trump Policy#Trump Administration#Donald Trump#Trump Tariffs.#President Trump#Trump Tariffs and Treaty Destruction
President Trump aims to do two things. One is to destroy the liberal world order and ditch the US alliances that constitute it. The second aim is to kill off globalisation and replace it with a nationalist economic model. The major tool to achieve these aims is a unified geo-eco... Read More
07 Apr 25
RTHK - The Close.
Why Trump is not a buy-on- the-dips opportunity but a change in world order that destroys globalisation and the liberal world order in ways that will profoundly change what you invest in. Read More
07 Apr 25
RUSI - US Trade & Trump’s Tariffs - disruption or design
It is the dual targeting of US alliances politically and globalisation economically which makes the Trump 2.0 administration so lethal. Read More
04 Apr 25
I- Capital Conference - David Roche's Pre-April 2 Tariff warning to investors. TO ACCESS THE VIDEO THE PASSWORD IS: icap25
#Trump Policy#Bearish Scenario#Equity Bear Market#Trump Administration#Donald Trump#Secular Bear Markets#Bear Markets#Trump Tariffs.#President Trump
This is the address given by Quantum Strategy - David Roche to 850 delegates at the I-Capital Conference in Phoenix Arizona on March 25th. The topic is the lethality of the Trump 2 Administration's simultaneous attacks on Globalisation, International Alliances and the Liberal W... Read More
14 Mar 25
Money Talk with Peter Lewis & Francis Lun
It is all about Trump. Read More
03 Mar 25
RTHK The Close with Carolyn Wright: Trump’s Ukraine Fiasco is China’s Opportunity
Trump’s damage to alliances confirms democracy as decaying and creates opportunities for both Chins and Russia. PLUS……all about this week’s twin meetings Read More
13 Feb 25
Ukraine: Worse than Minsk
#Russia#Ukraine#EU Commission#Trump Policy#Trump Administration#Donald Trump#EU (European Union)#Ukraine War#Russia's Economy#Global Alliances#Currency (US Dollar)#Russian Influence#Deglobalisation#Deglobalization#Alliance of Autocracies#Alliance of Democracies#Trump Tariffs.
The liberal world order, if not dead, is very ill in bed. What replaces it will not be orderly or come cheap. States, previously part a network of alliances, will go it alone to ensure their own defense and strategic interests. There will be a massive increase in defence... Read More
08 May 20
US China Geopolitical Confrontation - The Ratchet Effect
#Trade#Technology#China#Geopolitics#Russia#Strategy Archive#Export#USA#Donald Trump#Presidential Elections
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
03 Dec 18
G20 - Xi Versus Trump
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
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