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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…

#Gold#Safe Havens#Safe-Haven Assets#Wealth Preservation Portfolio#A framework for thinking through Bubbles##EU TTF Gas Prices#Coffee#Grain#Applets#Safety#Currencies Read More
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Covid - Deus Ex Laboratorium

Archive Report ·David Roche ·13 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.

#Commodities#Stock Market#Efficacy#Macroe Events#Global GDP#Macro Policy#Economic Consequences#Independent Strategy#Vaccine Development#Cyclicals#Life Expectancy#Poor Countries#Safety#COVID-19#US#Strategy Archive Read More
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