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22 Nov 25

Ukraine: US 28 Point Plan is a Yalta moment for Europe.

Strategy Report | David Roche | 22 Nov 25
#Russia#Ukraine#Russian Energy#Russian Debt#Ukraine Invasion#Ukraine War#Putin Strategy#Vladimir Putin#President Putin#Russian Influence#East Ukraine#Zelensky#Trump Russian Business Deal#President Zelensky#Ukraine Ceasefire#Ukraine Truce#Russia’s Illegal War in Ukraine#Ukraine Russian Ceasefire#Ukraine. President Zelensky#Trump & Putin#Russian escalation in Europe#Russia Foreign Exchange Assets#Trump Ukraine Rhetoric#Russian Assets#Trump's 28 Point Peace Plan

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President Trump's 28-Point Peace Plan. President Trump's 28-Point Peace Plan is the often repeated but now irrefutably defined proof that the US in on the same page as Putin about the causes and resolutions of Russia's war in Ukraine. But this time is different... Read More

10 Nov 25

Odd bins

Strategy Report | QS Team | 10 Nov 25
#Cold War#Gold#Gold Reserves#Commodities (Gold)#Ukraine Ceasefire#Ukraine Truce#Russia’s Illegal War in Ukraine#Ukraine Russian Ceasefire#US Supreme Court#Russian escalation in Europe#Russian Central Bank Assets Expropriation#Russian Assets#The New Global Cold War

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Odd bins The short term critical market issue is the US Supreme Court - not the end of the Shutdown. We look at potential outcomes. and their market consequences. There are a lot of investment themes here that are matched with idea of how to match them with your money... Read More

12 Oct 25

Odd bins

Strategy Report | David Roche | 12 Oct 25
#Container Shipping#Russian Assets#France-Lecornu#Japan-Takaichii

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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

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