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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)#Container Shipping#Middle East War#Middle East Conflict#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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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…

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

Archive Report ·David Roche ·02 Feb 2023

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.

#Market Sentiment#Automatic Rate Hikes#Federal Reserve#Bank of England#USD#European Central Bank#Rates#Interest Rates#Bonds#Yen#Strategy Archive#Gold#Dollar#Equities Read More
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Tour De Faiblesse

Archive Report ·David Roche ·10 Oct 2022

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.

#Europe#Economy#Gold#Strategy Archive#Japan#China#UK#Profits#USA#Bunds#Fundamentals#Forex Read More
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Russia Crisis — West Flubs, Ukraine Burns

Archive Report ·David Roche ·24 Jan 2022

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.

#Grains#Natural Gas#Europe (EU)#Supply Chain#War#United States#Oil#Ukraine#Strategy Archive#Gold#Dollar Read More
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The Door To Where

Archive Report ·David Roche ·11 Oct 2021

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.

#Economy#Equities#Gold#Strategy Archive#Agricultural Commodities#Finance#Commodities#Interest Rates#Bonds#Supply Chain#Digital Currency#Ethereum Read More
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The Bugle Has Sounded

Archive Report ·David Roche ·13 May 2021

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.

#Safe-Haven Assets#Twin Deficits#Interest Rates#Strategy Archive#Gold#Equities#Economy#Inflation Read More
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Of Men And Mice And Some Things Nice

Archive Report ·David Roche ·16 Nov 2020

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.

#Currencies#Risk Management#Gold#Equities#Strategy Archive#China#Biden administration#Investments#Cyclical Sectors#COVID-19 Vaccine#Polarization Read More
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Pause

Archive Report ·David Roche ·18 Aug 2020

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.

#DXY#BRL#INR#IDR#USD#EUR#Finance#Strategy Archive#Gold#Currencies Read More
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