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Odd bins

Strategy Report ·David Roche ·08 Sep 2025

Odd bins Investment Conclusion Two portfolio adjustments have been made: one anticipating the fall of the Bayrou government in France on Sept 8 and the other following the downfall of Prime Minister Ishiba in Japan. One is to add back short 10yrs JGB positions…

#US Fed#US Federal Reserve#Shipping Lanes#Shipping#Wealth Preservation Portfolio#Container Shipping Read More
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Odd bins: The Portfolio to match the Autumn Strategy Video …. & Shipping

Strategy Report ·David Roche ·01 Sep 2025

Odd bins: The Portfolio to match the Autumn Strategy Video …. & Shipping Investment Conclusion The Autumn Strategy Video looks at upside and downside risks for financial markets. The upside risks from lower Fed rates are more than offset by the threats to F…

#Container Shipping#Shipping#Wealth Preservation Portfolio Read More
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The Wealth Preservation Portfolio

Strategy Report ·David Roche ·07 May 2025

Wealth Preservation Portfolio - Weekly Update - 05.07.2025 The markets are priced for a normalisation of global trade. I do not believe this will happen. The conversation between China and the US will not lead us back to normal trade. Tariffs will settle at 20% on average…

#Wealth Preservation Portfolio Read More
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