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D.A.V.I.D STRATEGY
AI Euphoria, Fed Signals and Oil Politics: David Roche warns markets may be ignoring bigger risksGlobal markets are optimistic about AI and easing inflation, but David Roche warns of deeper structural risks. He believes the AI investmen...- Investors brace for less predictable Fed as Warsh rewrites playbookKevin Warsh's first Federal Reserve meeting as chair saw interest rates held steady, but a shift away from forward guidance blindsided trad...
- Higher prices for gas, groceries and flights will outlast the Iran war, experts sayA tentative deal to end the Iran war offers hope but immediate price drops for consumers are unlikely. Experts suggest it will take time fo...
- Interim US-Iran deal leaves the thorniest issue still to be negotiated: Tehran's nuclear programAmerica and Iran have reached a two-month interim agreement concerning Tehran's nuclear program. This deal aims to reopen oil shipments and...
- Trump's unusual stock frenzy: Portfolio shows 3,600 trades in 90 daysTrump's investment accounts saw thousands of trades totaling hundreds of millions of dollars between January and March. This feverish activ...
- World cup games today: Who are playing on Day 1? Kick off time, team-wise match scheduleWorld cup today matches: FIFA World Cup 2026 is kicking off on Thursday.
- LSEG slowly sheds 'AI risk' tag with drive to show growthLSEG shares tumbled nearly 13% in one day in February as worries about the threat posed by large language artificial intelligence models li...
- Why Elon Musk-led blockbuster SpaceX IPO may spell more bad news for cryptoThe impending IPO of SpaceX is poised to shake up the cryptocurrency landscape. Investors are diversifying their portfolios, redirecting fu...
- CoreWeave founders have dumped $2.3 billion in stock since IPOCoreWeave executives and a major investor have sold over $7.8 billion in stock since the company's March 2025 IPO. Despite this, CoreWeave'...
- Tech stocks dive as Fed bets rattle AI rallyAsian markets are experiencing a significant downturn. High-flying semiconductor stocks are bearing the brunt of the selloff. This follows ...
- The Chennai-born architect behind Trump’s AI push is leaving the White HouseIn a noteworthy development, Sriram Krishnan, an influential strategist behind Donald Trump's AI agenda, will be leaving his position at th...
- Rupee could fall to 98/USD by July amid energy crisis, BofA Securities exec saysThe Indian rupee faces a potential record low of 98 against the dollar by July due to the Middle East energy shock, impacting domestic asse...
- RCB vs GT IPL 2026 Final Ahmedabad Weather: Will rain spoil Royal Challengers Bengaluru vs Gujarat Titans match today? Pitch report & forecast insideNarendra Modi Stadium Weather: Royal Challengers Bengaluru will face Gujarat Titans in the IPL 2026 Final in Ahmedabad. Both teams enter th...
- IPL 2026 final: Aggressive RCB look to tame solid GT in search of second title in a rowRoyal Challengers Bengaluru and Gujarat Titans clash in the IPL final. RCB, with their aggressive batting and potent bowling, are favored t...
- Donald Trump is getting the Republican Party that he wants. But can he win in the midterms?President Trump's strong influence in Republican primaries presents a challenge for the party's upcoming midterm elections. Voters are repo...
- PVR INOX says nostalgia & FOMO brings audiences back to theatresMovie re-releases are gaining traction in theatres. Nostalgia and the fear of missing out are key drivers. Multiplexes are showcasing class...
- Any relief rally in markets likely limited and temporary: David RocheGlobal markets are reacting prematurely to geopolitical shifts, according to macro strategist David Roche. He argues that recent oil and eq...
- Is Donald Trump losing Iran war? Strait of Hormuz holds keyDonald Trump is now at risk of seeing the U.S. and its Gulf Arab allies emerge from the conflict worse off while Iran, though battered mili...
- Three months in, is Trump losing the Iran war?America's military actions against Iran three months ago are now being questioned. President Trump faces doubts about achieving a clear geo...
- Law firm Fenwick agrees to pay $54 million in settlement over FTX workUS law firm Fenwick & West will pay fifty-four million dollars to settle claims from FTX customers. The firm advised FTX before its collaps...
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