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Things I Believe - Without Proof

Archive Report ·David Roche ·25 Jan 2024

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.

#Geopolitics#China#Trump#Ukraine#Middle East#Populism#Policies#Investments#European Central Bank#Rates#Grayzone Warfare#Strategy Archive#Democracy#US Dollar#Europe#Taiwan#Confrontation Read More
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EU Elections - The Winds Of Change

Archive Report ·David Roche ·23 Jan 2024

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.

#Brexit#European Parliament Elections#Change in Leadership#European People's Party (EPP)#Socialists & Democrats (S&D)#EU Policy#Post-Brexit EU Parliament#Seats Allocation#Liberal Parties#Renew Europe#Investors#Euro#Strategy Archive#Society#European Union Read More
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Taiwan Elections - Like No Other

Archive Report ·David Roche ·14 Jan 2024

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.

#Xi Jinping#Strategy Archive#Taiwan#Democratic Progressive Party#Lai Ching-te#Politics#Elections Read More
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Macro Trilogy

Archive Report ·David Roche ·12 Jan 2024

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.

#Politics#Middle East#Ukraine#Russia#Taiwan#Strategy Archive#Economy#Growth#Inflation#War Read More
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Houthi Attacks - The Consequences

Archive Report ·David Roche ·08 Jan 2024

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.

#Strategy Archive#Red Sea#Shipping#Iran#Oil Read More
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The End Of The Age Of Oil

Archive Report ·David Roche ·18 Dec 2023

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.

#Energy#Carbon Pricing#Global Warming#COP28#Strategy Archive#Climate Change#Fossil Fuels#Renewable Energy#UN#Taxation Read More
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Venezuela And Guyana - Not The Next Geopolitical Hotspot

Archive Report ·David Roche ·12 Dec 2023

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.

#United States#Raw Materials#Foreign Investment#Saudi Arabia#Strategy Archive#Venezuela#Guyana#Essequibo#Oil#Elections Read More
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EU Equities - What Could Go Right

Archive Report ·David Roche ·04 Dec 2023

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.

#Market Perception#Independent Strategy Report#European Underperformance#Ukraine War#South China Sea#Strategic Position#Long Bonds#ECB Stance#European Consumer#Interest Rate Policy#Taiwan Straits#Strategy Archive#Equities#European Union#US Treasuries#Global Equities Read More
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The Wormhole Picture Of

Archive Report ·David Roche ·30 Nov 2023

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.

#Economy#Strategy Archive#Taiwan#Tensions#Politics#China#EU#Ukraine Read More
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Dearly Beloved ...

Archive Report ·David Roche ·28 Nov 2023

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.

#Central Banks#Monetary Policy#Supply-Side Shock#Rate Cuts#Economy#Strategy Archive#Inflation#Interest Rates Read More
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