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Shifting Sands

Strategy Report ·David Roche ·21 Jul 2025

Shifting Sands Investment Conclusion The result of the Japanese election heralds a period of weak government at a critical time. That undermines the safe haven status of the Yen. The Yen long position in the Wealth Preservation Portfolio is being sold. A short…

#Putin#Japanese Elections#Trump Policy#Japanese Yen#Currency ( Yen )#Yen Shorts#Putin Strategy#Vladimir Putin#President Putin#Yen (JGBs)#Japan (JGBs)#JGB (Japanese Government Bond)#Bonds (JGBs)#Boj what to expect#BoJ#Trump Tariffs.#US Tariffs#President Trump#Japan Senate Election Results#Trump Emotional Tariffs#Trump Economic Tariffs Read More
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Global - The Undoing Of Excess

Archive Report ·David Roche ·08 Jan 1999

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.

#Federal Reserve (Fed)#Yen (JGBs)#Currencies#South Africa#Consumer Spending#Corporates#Strategy Archive#Economy#Europe#Equities#Finance#Asia#China#Markets Read More
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