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Navigator

Strategy Report ·David Roche ·02 Feb 2026

This week's Navigator takes the plunge: What is causing the Precious Metal and Hard Asset Meltdown? How far will it go? Is the long term story still intact, When to buy again? Middle East will the whole thing turn TACO? Why not? Why every outcome of a war is not be…

#Iran#US Federal Reserve#Gold#Middle East Crisis#Iranian Confrontation#Shipping#Gold Reserves#Commodities (Gold)#Middle East War#Middle East Conflict#Container Shipping#Global Shipping INvestment Theme.#Iran Regime Change#Shipping Container Capacity#Precious Metals Melt Down-Why? Read More
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Gold, the Gap and the Clotty Sheep!

Strategy Report ·David Roche ·29 Jan 2026

Gold, The Gap and the Clotty Sheep! Investment Conclusion The Wealth Preservation Portfolio is reducing gold by one fifth from its current weighting in the portfolio of 17% (after price run up). The proceeds are being added to safe haven currencies. These are AUD, SG…

#Commodities (Gold)#Gold Reserves#Gold Read More
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Gold – The International Reserve! - New Cold War Part 2.

Strategy Report ·QS Team ·14 Nov 2025

Gold – The International Reserve! - New Cold War Part 2. This is the second part of the New Cold War. The first part: "Delineating the New Cold War: China’s Boa Constrictor Strategy" appeared last week. The New Cold War works like a train. FIRST, is the Nuclear A…

#Gold Reserves#US$ Safe Haven Flows#US$ as Global Reserve Currency#The New Cold War#US$ Portfolio Investment by Foreigners. Read More
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Odd bins

Strategy Report ·QS Team ·10 Nov 2025

Odd bins The short term critical market issue is the US Supreme Court - not the end of the Shutdown. We look at potential outcomes. and their market consequences. There are a lot of investment themes here that are matched with idea of how to match them with your money…

#The New Global Cold War#US Supreme Court#Russian escalation in Europe#Russian Central Bank Assets Expropriation#Russian Assets#Ukraine Ceasefire#Ukraine Truce#Russia’s Illegal War in Ukraine#Ukraine Russian Ceasefire#Commodities (Gold)#Gold#Gold Reserves#Cold War Read More
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EMU

Archive Report ·David Roche ·03 Jun 1997

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

#Monetary Policy#France#Germany#Strategy Archive#Fiscal Policy#Italy#Bundesbank#European Central Bank#Economic Policy#EMU (Eurozone)#Gold Reserves#European Union#Presidency of the European Council#Socialists#Public Trust Read More
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EMU

Archive Report ·David Roche ·02 Jun 1997

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

#Amsterdam#International Monetary Conference#Luxembourg#Zermatt#Frankfurt#Paris#Juergen Stark#Jacques Chirac#Helmut Kohl#Chancellor of Germany#President of France#Bundesbank Law Amendment#Gold Reserves#Economic Policy#European Union#Bundesbank#EMU (Eurozone)#Switzerland#Fiscal Policy#Stability Pact#Italy#Germany#Strategy Archive#Monetary Policy#France Read More
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