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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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Royal United Services Institute (RUSI) - A QS Policy Paper:- MIddle East Conflict: Hidden Vulnerabilites & Strategic Failures.

Quantum Strategy ·David Roche ·23 Apr 2026

This contibution was written for policy makers by David Roche of Quantum Strategy (Singaporean-based strategic advisor). It presents research on Chokeholds where the supply chains of the world economy can be squeezed shut by hostile powers with only basic weaponry. One ke…

#The Houthis#Bab-el - Mandeb & the Red Sea#Chokepoints!#Chokeholds#Global Supply Chain Disruptions#The Straits of Hormuz - The New Iranian Nuke#Energy Impact Iranian War#Iran#Iranian Confrontation#Iran Regime Change#Iranian War Read More
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