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US Diesel – Another Dose of Divine Intervention?

Strategy Report ·David Roche ·24 Sep 2026

US Diesel – Another Dose of Divine Intervention? The US midterm elections make market interference to lower domestic energy costs attractive politically - for populists. But it is likely to be a macro-S**T show of epic proportions. Read on for the arguments. The Wealth Preservati…

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Navigator – Checking the Engine Oil, Water and Tokens

Strategy Report ·David Roche ·19 Jul 2026

Navigator: Checking the Engine Oil, Water and Tokens This week we check the levels in the engine room: oil, water and tokens. Oil, The Global crude oil supply deficit has jumped to 15mn bpd. At this rate of depletion oil inventories get tight in September and even the U…

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