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Odd Bins 08.04.2025 - Some significant shifts in portfolio positions

Strategy Report ·David Roche ·04 Aug 2025

Odd Bins 08.04.2025 - Some significant shifts in portfolio positions Investment Conclusion The long Yen Vs US$ position is being reinstated. The long/overweight German equity positions is being sold. Risk factors for global equities are rising, not falling e…

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Odd Bins - some portfolio chnages of consequence!

Strategy Report ·David Roche ·04 Aug 2025

Odd Bins - some portfolio chnages of consequence! Investment Conclusion. The long Yen Vs US$ position is being reinstated. The long/overweight German equity positions is being sold. Risk factors for equities global equities are rising, not falling even if the threat of a re…

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