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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: 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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