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
29 Sep 25
Odd bins
#Grayzone Warfare#Pharmaceuticals#US Tariffs#Container Shipping#PharmaTariffs#Russian Central Bank Assets Expropriation#Egonomics - the Trump Policy Model
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
18 Feb 25
Divorce a l'Americain
#EU#Trump#Russia#Ukraine#Putin#Xi#Trump Policy#Grayzone Warfare#NATO#Trump Administration#Ukraine War#Europeans#President Putin#Liberal World Order#Lavrov#Ushakov#President Xi
Divorce a l'Americain The Liberal World Order and NATO are dead ducks. That opens the way for the Trump 2 Administration to hit Europe with very high (remedial/reciprocal) tariffs in April. Trump has no need for Europeans to help him with Ukraine. The EM... Read More
13 Jan 25
US Sanctions - Russian Oil Tanks
#EU#Energy#Trump#Iran#Trump Policy#Shadow Fleet#Undersea Cables#Grayzone Warfare#Russian Energy#Russian Energy Exports.
Russia Sanctions & Oil. New US Sanctions are e nough to keep Brent between US$ 80-90 bbl and to heft shipping rates for legitimate tanker fleets. A Trump embargo on Iranian oil shipments could add to pricing pressure., Russia accounts for about 13% of global crude... Read More
08 Jan 25
Astern!
#US#EU#Greyzone Warfare#Protectionism#Sanctions#Energy#China#Trump#Central Banks#Geopolitics#Volatility#Russia#Ukraine#Yen#US Fed#Middle East#Israel#Iran#ECB#Markets#IDF#Putin#Moscow#Macro Uncertainty#Market Volatility#China Stimulus#US Labor Market#Escalation#Trump Policy#Syria#French Sovereign Debt#Korea#Hamas#FOMC#US Federal Reserve#US$#Taiwan#S.Korea#Undersea Cable#Undersea Cables#Martial Law#Yoon Suk Yeol#Grayzone Warfare
We're in for a bear market in most asset classes during 2025. This piece integrates the macro and micro reasons for that conviction. The core conviction is that macro-risk is out of synch with market volatility. This will be resolved by market volatility rising as macro ... Read More
25 Jan 24
Things I Believe - Without Proof
#China#Trump#Geopolitics#Ukraine#Middle East#Populism#Taiwan#Grayzone Warfare#Strategy Archive#Europe#US Dollar#Democracy#Investments#European Central Bank#Rates#Policies#Confrontation
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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