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David Roche

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politics2 years ago

Taiwan's Political Landscape: Challenges and Opportunities Ahead

Veteran investor David Roche believes that the market is underestimating the significance of Taiwan's election results, which place the island on a collision course with China. Despite a muted market reaction, Roche argues that the election signifies Taiwan's maturity as a sovereign, democratic state and its rejection of reunification with China. While some analysts are optimistic about maintaining the status quo, Roche emphasizes the need for Taiwan's new president, Lai Ching-te, to address disillusionment with traditional politics and reduce economic dependence on China.

via CNBC|
#china#david-roche#election
finance2 years ago

Contrarian Investor David Roche Predicts Soaring Grain Prices

Veteran investor David Roche, president and global strategist at Independent Strategy, has a contrarian view on grain prices, predicting a 13-15% annual increase in wheat prices over the next two years. Roche cites potential disruptions in grain supplies due to climate change, including reduced water levels in crucial arteries like the Mississippi River, as well as the impact of El Nino. He also highlights the ongoing Russia-Ukraine war as a factor constraining global grain supply. Roche expects the stock-to-usage ratio for wheat to decline, leading to higher prices.

via CNBC|
#climate-change#contrarian-call#david-roche
finance2 years ago

"Experts Warn of Impending Credit Crunch in US"

The banking turmoil of March will lead to a credit crunch for "small-town America," according to veteran strategist David Roche. The collapse of Silicon Valley Bank and two other small U.S. lenders last month triggered contagion fears that led to record outflows of deposits from smaller banks. Roche argued that central banks are "trying to do two things at once" and predicted that this eventually results in credit tightening, with fear transmitting to major commercial banks that receive fleeing assets and "don't want to be caught up in a systemic crisis" and will be more cautious on lending.

via CNBC|
#banking-turmoil#central-banks#credit-crunch