Iran – the Beginning of the End! It may take time. But all roads lead to the same outcome. Some are smooth. Others are bloody. But the Iranian regime is doomed. Compared to Venezuela re-integrating Iran into the comity of civilised nations will be a cinch. Econo... Read More

Tariffying Moment. The US Supreme Court is set to publish, on Friday, January 9, its opinions & and probably its verdict on the use of IEEPA tariffs. N egative for US Treasuries and the US$. No bonanza for EM equities, This report looks at the consequences ... Read More

Venezuela: Now Comes the Hard Part! This analysis focuses on the reasons why there is no bonanza in waiting for the US in terms of Venezuelan oil capture. In brief: It's the wrong sort of oil and there is little global demand for it. Costs of getting it out of the gr... Read More

The Connectors -A Random Walk Through Venezuelan Consequences The consequences of the fall of Maduro entail: 1. US focus on spheres of influence and global energy and strategic mineral dominance. 2. Geopoltical contagion to states like Cuba & Iran. 3. Mispl... Read More

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

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