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04 Nov 25

Odd bins

Strategy Report | David Roche | 04 Nov 25
#Cold War#NuclearThreats#US Federal Reserve#Change in Leadership#Nuclear Weapons#Nuclear deterrence#Nuclear Arsenal#Central Banks (US Federal Reserve)#Boj what to expect#BoJ#US Tariffs#Container Shipping#US Supreme Court#Global Shipping INvestment Theme.

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This Oddbins Some vital investment themes: Shipping - reinforced optimism. Trump "deal" with Xi changes nothing. And other shipping sector events reconfirm the need for massive shipbuilding and port investment in the US and for the US. US Supreme Court - almost all decisio... Read More

12 Jul 17

The Gods Of War

Archive Report | David Roche | 12 Jul 17
#US#Politics#Equity#Strategy Archive#Gold#North Korea#Military Conflict#Kim Jong-un#Nuclear Arsenal#Surgical Strikes#Decapitation#Asia Ex-Japan Debt#PCurrency

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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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