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Gold: The Central Banks Aren't Stopping

Strategy Report ·David Roche ·07 Jul 2026

Central banks bought 41 tonnes of gold in May. Everyone but Russia and Turkey is buying. David Roche explains why sustained official-sector demand and China's steady move away from the dollar reinforce the case for gold support at US$4,000/oz.

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Navigator

Strategy Report ·David Roche ·02 Feb 2026

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…

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Gold, the Gap and the Clotty Sheep!

Strategy Report ·David Roche ·29 Jan 2026

Gold, The Gap and the Clotty Sheep! Investment Conclusion The Wealth Preservation Portfolio is reducing gold by one fifth from its current weighting in the portfolio of 17% (after price run up). The proceeds are being added to safe haven currencies. These are AUD, SG…

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Odd bins

Strategy Report ·QS Team ·10 Nov 2025

Odd bins The short term critical market issue is the US Supreme Court - not the end of the Shutdown. We look at potential outcomes. and their market consequences. There are a lot of investment themes here that are matched with idea of how to match them with your money…

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US - Warning Signs

Archive Report ·David Roche ·17 Oct 2019

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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