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Navigator: New Chokepoints and New Themes

Strategy Report ·David Roche ·13 Jul 2026

Navigator: New Chokepoints and New Themes We have a new Chokepoint and a New War. It is the Sea of Azov and the Black Sea. It is the first offensive ever to be based 100% on Drones (with a few missiles thrown in for effect). It has global implications. This all smacks …

#French Government#Wheat#Black Sea#Marine Le Pen#French Political Risk#ME Oil Flush#Sea of Azov#Drone Warfare#Chokepoint#Coffee#Cacao#Grain#ME Oil Supply#SoH Chokepoint#TankerTraffiic#France Read More
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Le Budget de Monsieur Bayrou

Strategy Report ·David Roche ·28 Aug 2025

Le Budget de Monsieur Bayrou Investment Conclusion I’m not shorting French sovereign bonds (OATS) now. Shorting OATS now would only pay off if there are immediate legislative elections. That could be a result of a vote of no confidence in the Bayrou governm…

#French Sovereign Debt#M. Bayrou#French Budget#French Political Risk#Europe (France#President of France Read More
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