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Navigator: Divine Intervention

Strategy Report ·David Roche ·24 Aug 2026

Navigator: Divine Intervention The Oil Supply figures that our research and the US Administration claim to be true are irreconcilable. One or the other will be proven completely wrong in September. Stay long Ice Diesel, EU TTF Gas and Brent (in that order). QS research finds that…

#Currency ( Yen )#Yen (JGBs)#US Treasury Yields#Manipulationof long term US Treasury yields#US Treasuery Iinterventions Read More
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Shifting Sands

Strategy Report ·David Roche ·21 Jul 2025

Shifting Sands Investment Conclusion The result of the Japanese election heralds a period of weak government at a critical time. That undermines the safe haven status of the Yen. The Yen long position in the Wealth Preservation Portfolio is being sold. A short…

#Japan Senate Election Results#Trump Emotional Tariffs#Trump Economic Tariffs#Japanese Yen#Yen (JGBs)#Japan (JGBs)#JGB (Japanese Government Bond)#Bonds (JGBs)#Boj what to expect#BoJ#Trump Tariffs.#US Tariffs#President Trump#Currency ( Yen )#Yen Shorts#Putin Strategy#Vladimir Putin#President Putin#Putin#Japanese Elections#Trump Policy Read More
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Global - The Undoing Of Excess

Archive Report ·David Roche ·08 Jan 1999

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#Economy#Europe#Equities#Finance#Asia#China#Markets#Federal Reserve (Fed)#Yen (JGBs)#Currencies#South Africa#Consumer Spending#Corporates Read More
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