Supreme Confusion. Investment Conclusion Supreme Court decisions from now to January will set the scope of this Administration’s executive powers and determine the fate of the equity bull market. Some of the decisions to be made will have societal impacts that will no... Read More

State of Korean markets. Read More

, I'm following up on my previous e-mail to check your interest in continuing to receive Quantum Strategy research.. If i don't hear back i shall sadly assume the answer is "no" and remove you from distribution. Regards. MJ Read More

Odd bins. Investment Conclusion No changes in the Wealth Protection Portfolio this week. It appears at the end of this report. Japan: Still sticking to Long Yen but expect things to get worse for Takaichi and the LDP. Takaichi being a lame duck from the o... Read More

In the latest RUSI Commentary, David Roche analyses Russia's capacity for low-cost grey-zone warfare against Europe as well as sustaining its war of attrition in Ukraine. The conclusion is,that the primary constraint is the rising cost of recruiting soldiers and demography, not... Read More

The French Political Crisis- Resignation of PM Sebastian Lecornu. Macron is running out of rope. The latest chapter in the poltical crisis moves France closer to another legislative election at the very least. If that were to happen then a populist government led by the... Read More

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

Oddbins Investment Conclusions. This week marks the publication of “Egonomics” analysing how President Trump’s economic ecosystem may be more stable than thought. But is nevertheless threatened by Supreme Cout ruling and, in the longer term, escalation of the Russian war in ... Read More

Egonomics - The Resilience of Trump's Alternative Economy. Investment Conclusion The resilience of the Trump Administration’s economic policies is greater than I thought. There has been success in creating an alternative economic framework driven by the President... Read More

Odd bins Investment Conclusion TICS: US continues to attract capital but the US$ exposure is being covered. Russian foreign exchange assets are about to be confiscated at last. Watch out for retaliation! The UK President Trump’s visit - the ... Read More