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Strategy Report ·David Roche ·28 Apr 2026

Navigator. This report is not about the price of gas at the pump. It is about what happens when there is no gas at the pump. The long AUD position has been closed, and the proceeds are being added to EU Renewable Energy Equities. The reason is that the energy crisis me…

#Renewable Energy#Energy Investment#Renew Europe#Energy Crisis#Energy Efficiency#Carbon-Based Energy Production#Alternative Energy Sources#Energy Prices#Energy Markets#Energy Exports#Energy Outlook#Energy Impact Iranian War#EU Green Plans#China Renewables#Alternative Energy Read More
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Iran – the Beginning of the End!

Quantum Strategy ·David Roche ·11 Jan 2026

Iran – the Beginning of the End! It may take time. But all roads lead to the same outcome. Some are smooth. Others are bloody. But the Iranian regime is doomed. Compared to Venezuela re-integrating Iran into the comity of civilised nations will be a cinch. Econo…

#Energy Markets#Energy Sector#The Cost of Trump's Spheres of Influence#Spheres of Influence.#Iran Regime Change#Oil Outlook#Energy Outlook#Energy Prices#Energy#Iran#Oil Prices Read More
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Food Commodities Update

Archive Report ·David Roche ·02 Apr 2009

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.

#Strategy Archive#China#Commodities#Exports#Agriculture#Wheat#Argentina#Market Trends#Energy Prices#Speculation#Soybean#Ethanol#Food Demand#Protein Foods#Global Production#Long-Term Outlook. Read More
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Eurozone Turnfortheeuro

Archive Report ·David Roche ·03 Nov 2005

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.

#Interest Rates#Energy Prices#Credit Growth#Job Vacancies#Housing Market#Inflation#Strategy Archive#Central Banks#ECB#Economy Read More
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Energy Peak Update

Archive Report ·David Roche ·12 May 2004

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.

#Strategy Archive#Economic Growth#Inflation#Investment Strategy#Neutral Position#Earnings Growth#Long Position#OPEC Production#Chinese Demand for Energy#Energy Prices#Crude Oil Price#Industrial Commodity Prices Read More
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Geopolitics - Fatal Bullets

Archive Report ·David Roche ·12 Feb 2003

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.

#Energy Prices#US Military#Asian Economies#Global Policy#New World Order#Pro-US Camps#Anti-US Camps#Iraq War#North Korea#NATO#UN#Won#Equity markets#EU#Strategy Archive#Yen#Middle East Read More
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Global Inflation - Clear Road Ahead

Archive Report ·David Roche ·20 Jun 2001

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.

#Recession#Strategy Archive#Europe#Equities#Gold#US Dollar#Productivity#Inflation#United States#Energy Prices#New Economy#Bottlenecks Read More
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