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Arctic Shipping: Promise, Limits and Strategic Reality
Arctic Shipping: Promise, Limits and Strategic Reality Arctic shipping is no longer pure speculation, but is it a real challenge to Suez and Malacca? David Roche weighs Russia's Northern Sea Route against the numbers: the vessel-size limits, icebreaker costs and insurance risk st…
Sanctions Without China Mean Nothing”: David Roche’s Explosive Take On Trump’s Iran Strategy on ET Now
See David Roche on ET Now as he dismisses the latest Iran sanctions as toothless, arguing China's oil purchases make enforcement impossible without risking a direct conflict Washington won't pick. He warns the real threat to markets is Treasury "financial repression" in the bond …
David Roche on ET Now: Oil Nears $90 As West Asia Escalates: What Happens If Hormuz Stays Disrupted?
Iran fires. UAE freezes ties. Oil surges past $90 as 80% of tankers now reroute through the Oman corridor. Two experts, one flashpoint: David Rash says the world is racing toward a $125 oil shock — Sai Akif Zedi says Iran can take the pain, and it's the US that's bleeding. Who's …
David Roche Featured on Peter Lewis' Money Talk
David Roche, President and Global Strategist at Quantum Strategy, joins this Wednesday's episode of Peter Lewis' Money Talk podcast alongside Tim Huxley, Chairman of Mandarin Shipping. Bringing a view from Japan is Nick Smith, Japan strategist at CLSA.
See David Roche's Stark Warning! Oil At $90 Could Be Closer Than Markets Think | Business News | ET Now
Catch David Roche on ET Now as he offers a cautious take on the global economy, warning that ongoing tensions in the Strait of Hormuz could disrupt oil markets and push crude prices toward $90 a barrel. He also flags concerns about rising bond yields, inflation, and whether the…
Navigator
This week's Navigator takes the plunge: What is causing the Precious Metal and Hard Asset Meltdown? How far will it go? Is the long term story still intact, When to buy again? Middle East will the whole thing turn TACO? Why not? Why every outcome of a war is not be…
Navigator
Navigator I am biting the bullet and cutting Japanese equity and yen positions. Keeping the short yen on. The reason is twofold: disastrous budget that will push 10yr Japanese JGB yields above Bund's at 2.7% ; and China putting Japan in the crosshairs to make an ex…
Odd bins
Odd bins Investment Conclusion A renminbi based international payment and reserve system will take off within a year causing a leg down in the US$’s role as global reserve currency. Gold, not the RMB, will be the reserve asset of choice. Gold will go to US$6000 per t…
Odd bins
This Oddbins Some vital investment themes: Shipping - reinforced optimism. Trump "deal" with Xi changes nothing. And other shipping sector events reconfirm the need for massive shipbuilding and port investment in the US and for the US. US Supreme Court - almost all decisio…
Oddbins
Investment Conclusion There are no changes in the Wealth Preservation Portfolio this week. But long/overweight Japanese equities is being put on watch. Investors who cut Yen long positions in Yen may consider re-entering them. The BoJ has no excuse not to lean into Taka…