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Navigator: Global Chokeholds and AI Chokepoints

Strategy Report ·David Roche ·27 Jul 2026

Navigator: Global Chokeholds and AI Chokepoints This report looks at Global Chokeholds where geonomics strangles supply of food and energy: The Red Sea, The Gulf, The Black Sea and a few other seas like Azov and the Caspian. El Nino may shortly add the Panama Canal to the list wh…

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Navigator: Matters That Matter

Strategy Report ·David Roche ·05 Jul 2026

Navigator: Matters That Matter Oil and gold are being added back to the Wealth Preservation Portfolio. This report explains why. We are also adding to our long Chinese AI equities and short US AI equities relying upon the research piece: AI and Lowly Common Sense wh…

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