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Safe Haven Assets: Doing What They Were Built to Do

Strategy Report ·David Roche ·28 Sep 2026

A Q3 2026 performance snapshot, 30 June to 25 September 2026 Yesterday's report, Applets , set out why the world is getting riskier. This note is the proof point. Since 30 June, the Quantum Strategy safe haven allocation has done exactly what it was built to do. Ten of its eleven…

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The Coming Togetherness

Archive Report ·David Roche ·29 Sep 2021

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.

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The Orwellian Farmer Jones Moment

Archive Report ·David Roche ·20 May 2021

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.

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Post Pandemic Policy Normalisation And The Tale Of Two Currencies (Or More)

Archive Report ·David Roche ·10 May 2021

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.

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The Bare Bones Of It

Archive Report ·David Roche ·05 May 2021

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.

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Herding Cats

Archive Report ·David Roche ·16 Feb 2021

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.

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Of Men And Mice And Some Things Nice

Archive Report ·David Roche ·16 Nov 2020

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.

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Pause

Archive Report ·David Roche ·18 Aug 2020

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.

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Trumpeting Seismic Change

Archive Report ·David Roche ·19 Apr 2017

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.

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Trump L'oeil

Archive Report ·David Roche ·14 Nov 2016

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.

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