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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…

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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…

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Nagorno Karabakh - The Potential Spillovers

Archive Report ·David Roche ·03 Oct 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.

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Saudi Arabia - Stability In The House Of Saud

Archive Report ·David Roche ·23 Jan 2015

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.

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Filth Update

Archive Report ·David Roche ·08 Aug 2007

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.

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