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10 Jun 25

The Gormless Eejit!

Strategy Report | David Roche | 10 Jun 25
#Global Equities#Treasury Bonds#US Politics#US Equities#Sovereign Bonds.#Bonds (Treasuries)#US Presidency#US Policy#US$ Safe Haven Flows#US$ as Global Reserve Currency#US$ Portfolio Investment by Foreigners.#Equities Vs Bonds & the US$

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The Gormless Eejit! Investment Conclusion Can equities continue to rise while US bonds and the US$ to fall? I got this wrong so far. This note looks at the economic logic of this divorce. It could continue if disruption is over. But that’s unlikely. The wider economi... Read More

18 May 25

US Treasury International Capital Data for March - Too early to say!

Update | David Roche | 18 May 25
#US$ Safe Haven Flows#US$ as Global Reserve Currency#US$ Portfolio Investment by Foreigners.

Short US$ is a core position in the Wealth Preservation Portfolio. Investment flows in and out of the US$ need to be monitored. The TICS data for the month of March do not provide any indication of substantial outflows happening. But that could only be expected after April ... Read More

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