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Navigator: The Suicidal Sheep

Strategy Report ·David Roche ·05 May 2026

Navigator: The Suicidal Sheep The divorce between equity markets and the Middle East crisis is irrational and unsustainable. The energy supply cliff we are approaching makes its collapse imminent.

#Iranian Confrontation#AI#Israel-Iran War#US Iranian Peace Negotiations#Iranian War#Energy Impact Iranian War#US-Israeli War on Iran - Macro Economic & Market Implications#Trump and Iran-cutting through the vebiage.#The Straits of Hormuz - The New Iranian Nuke#AI Bubble & Middle East Bust Read More
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ME War – What Moves Matters

Strategy Report ·David Roche ·02 Apr 2026

ME War – What Moves Matters. This report measures disruption from the Gulf and Red Sea combined. Despite already being disrupted the Red Sea can add a lot more in terms of energy, freight costs, food, fertilizer and metals. This will be an inevitability if President Trump e…

#Trump and Iran-cutting through the vebiage.#Energy Impact Iranian War#US-Israeli War on Iran - Macro Economic & Market Implications#Iran Regime Change#Iranian War#Iran#Iranian Confrontation#Israel-Iran War#US Iranian Peace Negotiations Read More
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