Independent thinking for complex markets and current events
Irishman David Roche see’s what’s coming: “We are going to run out of fuel in the global economy” “The markets are in cloud cuckoo land” “We are moving beyond initial inflationary affects to the second stage where there is no gas to price” “Within a few months we will be in an economy which has …
Quantum Strategy’ David Roche says he expects oil reserves can sufficiently support world demand, and that the ‘world won’t run out of oil’. He also explains why he believes Iran can’t afford to escalate the war further, and therefore will not engage militarily on the Strait of Hormuz.
Cullen Roche brings an important point to the table: the stock market’s negative reaction to tariffs is rooted in one major factor—margins. It’s not just about political strategies; it’s about how tariffs directly impact corporate profits. Tariffs are essentially a fee paid by companies at the border, and they either have to absorb this cost …