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22 Oct 25

Global Shipping: US Titan or Titanic?

Strategy Report | QS Team | 22 Oct 25
#Tariffs#Shipping Lanes#Shipping#Trump Tariffs.#US Tariffs#China Tariffs#Container Shipping#US & China Port Tariffs

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Global Shipping - The US: Titan or Titanic Summary Shipping is like dark matter in the Universe. It keeps things expanding smoothly. It runs hypothetically in the background of world affairs like dark matter and energy in the universe. It prevents (stellar or earthly)... Read More

08 Sep 25

Odd bins

Strategy Report | David Roche | 08 Sep 25
#US Fed#US Federal Reserve#Shipping Lanes#Shipping#Wealth Preservation Portfolio#Container Shipping

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Odd bins Investment Conclusion Two portfolio adjustments have been made: one anticipating the fall of the Bayrou government in France on Sept 8 and the other following the downfall of Prime Minister Ishiba in Japan. One is to add back short 10yrs JGB positions... Read More

27 Jan 22

Bottom's Up

Archive Report | David Roche | 27 Jan 22
#Finance#Technology#Geopolitics#Strategy Archive#Cybersecurity#Data Transmission#Cable Networks#Underwater Cables#Submarines#Naval Exercises#Shipping Lanes#Crypto Assets#International Relations

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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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