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The X-Disruptions: A Mid-2026 Scorecard

Strategy Report ·David Roche ·13 Jul 2026

We called eight "X-Disruptions" back in December 2025, so six months on, we graded our own homework. The verdict: Fed independence, BoJ/Yen stress, and Europe's defense build-out landed with striking precision, while our bearish equity call missed, but only on US/US-AI names, e…

#China#Bank of Japan#JGB Yields#Gold#Macro Economics#Defence#US Equities#Central Banks (US Federal Reserve)#Fed (US)#EU Defence Spending & Strategy#European Defence#US Fed Chair Warsh Read More
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2X Dumb Done Deals - But Important

Archive Report ·David Roche ·21 Dec 2022

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.

#JGB Yields#Council of Europe#Japan#Strategy Archive#Europe#Bank of Japan#Finance#Energy#Gas Read More
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