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The following pages contain chronological lists of articles that have been written by Independent Strategy. Independent Strategy’s research is available by annual subscription. For details of subscription rates and soft dollar payments, please contact Independent Strategy by using the contact form.

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3rd June, 2020 » GlobalThe long and the short of it

We are cutting our long US dollar positions. The dollar index (DXY) has fallen from 99 to 97 in a…

18th July, 2019 » GlobalMoving the deckchairs for summer

There have been a number of recent developments that impact our asset allocation. First, we are adding more euro shorts…

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In the Media

Confidence in China isn’t coming back

Confidence in China isn’t coming back

David Roche CNBC Asia Squawkbox 08/11/23

David Roche does not think Iran will enter the mideast war, but he lays out scenarios if the conflict were to expand

David Roche does not think Iran will enter the mideast war, but he lays out scenarios if the conflict were to expand

David Roche CNBC Asia Street Signs 20/10/23

The US could slip into recession next year because the Fed seem determined to keep rates high for too long

The US could slip into recession next year because the Fed seem determined to keep rates high for too long

David Roche CNBC Asia Street Signs 20/10/23

China in the next decade

China in the next decade

David Roche Bloomberg TV 27/09/23