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Anatomy of Exceptionalism

Strategy Report ·David Roche ·14 Feb 2025

US Exceptionalism is the investor conviction that “things can’t go wrong in the US of America” for you or your money. Like Frankenstein, “Exceptionalism” is half man, and half beast, half economic reality and half perception - laced with large dollops of hope. The markets ca…

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Hamas And Israel - Market Perimeters

Archive Report ·David Roche ·08 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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Russian Coup

Archive Report ·David Roche ·24 Jun 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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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.

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Russian Gas - Can The EU Beat Putins Blockade

Archive Report ·David Roche ·09 Aug 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.

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Binary Warfare

Archive Report ·David Roche ·22 Sep 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.

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US Sustaining The Recovery

Archive Report ·David Roche ·09 Aug 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.

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Post Pandemic Policy Normalisation And The Tale Of Two Currencies (Or More)

Archive Report ·David Roche ·10 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.

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Herding Cats

Archive Report ·David Roche ·16 Feb 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.

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US - The Blank Sheet

Archive Report ·David Roche ·16 Sep 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.

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