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Quantum Strategy
@quantumstrategy.bsky.social
The leading researcher in macro that matters to markets
Ireland the Tin Pot State: Irish Defence Minister, who is also Deputy PM, Minister for Public Expenditure, Infrastructure, Public Services, Reform and Digitalisation threatens to board Russian Shadow Fleet ships by rowing out to them in our Curraghs and asking to come aboard.

jrnl.ie/6957232
Irish Defence Minister says Ireland considering boarding and inspecting Russian Shadow Fleet ships
Helen McEntee, who is also Minister for Foreign Affairs and Trade, was speaking to The Journal today as she attends meetings at the Munich Security Conference.
jrnl.ie
February 15, 2026 at 1:31 AM
Drewry’s Intra-Asia Container Index (IACI) decreased 3% in the second week of February, to $557 per 40ft container.

www.linkedin.com/posts/david-...
Intra-Asia Container Index 13 February 2026 | David Roche
Now updated weekly, Drewry’s Intra-Asia Container Index (IACI) decreased 3% in the second week of February, to $557 per 40ft container.
www.linkedin.com
February 14, 2026 at 4:05 AM
Reposted by Quantum Strategy
Interesting observation by Elbridge Colby in this NATO speech: "the United States and its allies must be prepared for the possibility that potential opponents will act simultaneously across multiple theaters, whether in a coordinated fashion or opportunistically."
Colby at NATO: "We will continue to provide the U.S. extended nuclear deterrent. And we will also continue, in a more limited and focused fashion, to provide conventional capabilities that contribute to NATO's defense."
www.war.gov
February 12, 2026 at 2:53 PM
China cuts EU dairy tariffs, easing trade tensions after EV dispute

www.scmp.com/news/world/e...
China cuts EU dairy tariffs, easing trade tensions after EV dispute
EU called Beijing’s tariffs ‘unwarranted’, and mulls WTO action, but China cutting some duties signals possible improvement in ties.
www.scmp.com
February 12, 2026 at 5:05 PM
Reposted by Quantum Strategy
You gotta admit, the staffers in the background keeping it real are the best part.
February 12, 2026 at 6:12 AM
Reposted by Quantum Strategy
‘Jim Ratcliffe has moved to Monaco to save £4 billion worth of tax in this country one might question whether he is the patriot we need to comment on this issue'

Home Office minister Jake Richards speaks to #BBCBreakfast Ratcliffe claimed UK had been "colonised by immigrants"
February 12, 2026 at 8:07 AM
Oh great it was getting so difficult to get in the pharmacy that my murder rate was falling to zero

Warning issued by Meath Co Council over appearance of Hemlock on beaches jrnl.ie/6954529
Warning issued by Meath Co Council over appearance of Hemlock on beaches
Hemlock Water Dropwort, sometimes known as Dead Man’s Fingers, is one of the most toxic plants in Ireland
jrnl.ie
February 12, 2026 at 10:24 AM
Another baby killer but this time a baby herself. N. Korea is nothing if not consistent!

www.bbc.com/news/article...
Kim Ju Ae: North Korea leader Kim Jong Un chooses daughter as heir, Seoul says
South Korea's spy agency says Ki Ju Ae's prominent public presence indicates she is the chosen heir.
www.bbc.com
February 12, 2026 at 10:01 AM
The Kiel Institute study below shows that since Trump2 the US contributes no aid to Ukraine - neither military nor civilian. All aid comes from northern & eastern Europe and basically none of it from the EU South (Italy and Spain which have big mouths and tiny pockets.
February 12, 2026 at 6:07 AM
February 11, 2026 at 10:32 PM