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
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05 Oct 25
Oddbins
#Cold War#China Plenum#Grayzone Warfare#US-China Cold War#US-China Relations#NATO#US-China Trade War#US-China Trade Relations#China Renminbi#EU Summit#Ukraine War#EU NATO#Russia’s Illegal War in Ukraine#China trade war escalatory dominance#NATO Art 4 & Art 5#US backing for NATO#APEC SUMMIT#Russian Intrusions
14 Sep 25
Russia – This is not Roulette
#Greyzone Warfare#Russia#EU Commission#Putin#NATO#War#European Politics#Ukraine War#Putin Strategy#EU NATO#Russia's Economy#Vladimir Putin#President Putin#European Leadership#EU Defence Spending & Strategy#Russia’s Illegal War in Ukraine#Russian escalation in Europe#NATO Art 4 & Art 5#US backing for NATO#Europe-Russia the coming conflict.
Russia – This is not Roulette. Investment Conclusion; This is not Russian Roulette. Every chamber in the gun is loaded. It is pointing right at the heart of Europe. The new “sheriff in town” is walking to other way down the dusty track away from the European village.... Read More
23 Feb 25
German Election Update: An Economy Class Seat Instead of 1st Class to the Right Destination
#Germany#CDU#SPD#FDP#NATO#German Politics#Chancellor of Germany#German Bundestag#EU NATO#German Constitution#German Parliament#German Election Results#AfD (Alternative for Germany)#German Elections#Free Democrats (FDP)#German Equities#CDU/CSU#Social Democratic Party (SPD)#Christian Democratic Union (CDU)#Bundestag Wahl
A Midnight Update on the German Elections. ( sorry for typos etc. they will be righted in the report version) On balance this was an ok result. Not a dream ticket, But one that will begin to move Germany towards econimic revival. Among European equities Germany is... Read More
21 Feb 25
Geo-economics: The 13 Prophesies of the Apocalypse
#Trump#Ukraine#NATO#Putin Strategy#EU NATO#Vladimir Putin#President Putin#Zelensky#Liberal World Order#EU Defence Spending & Strategy
Here are 13 things that may happen as the Liberal World Order is replaced by the Unmentionable......... and how to protect yourself from the fallout! Read More
26 Jul 22
EU Gas Supply - Let The Games Begin
#Recession#Russia#Strategy Archive#Economy#Inflation#European Union#Gas Supply#NordStream 1#Gas Prices#EU Natural Gas Storage#Gas Inventories#Winter Supplies#Putin Strategy#EU NATO
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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