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Navigator: Convictions

Strategy Report ·David Roche ·20 Sep 2026

Navigator: Convictions! The single biggest theme is the inflation tsunami being generated by food and energy. This will get worse. The Safe Haven Assets are doing their job. They will go on doing so. My two big beliefs: Energy and food price inflation are not over and are multi-y…

#Grain Prices#Coarse Grains (Corn#Grain#ME Oil Supply#Grain shipments#The coming Food and Energy Inflation Tsunami#ME Oil Supply Deficit. SoH Chokehold.#Red Sea Chokehold#Black Sea Grained Energy Disruption Read More
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