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Platinum Bull Market?
How we are investing in it
Jul 10
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Platinum Bull Market?
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Podcasts on Trade, Tariffs, Financial Repression and Investment Themes
Here are our group’s latest podcasts over the past few weeks.
Jul 3
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Podcasts on Trade, Tariffs, Financial Repression and Investment Themes
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June 2025
Is there a way to Invest in a Geo-Politically Neutral Way in the Global South?
Our Approach to Addressing Geo-Political Risks in our Investing
Jun 26
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Is there a way to Invest in a Geo-Politically Neutral Way in the Global South?
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Global Portfolio Update - up about 18% YTD in USD Terms
The Global Cedar Portfolio
Jun 19
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4
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Global Portfolio Update - up about 18% YTD in USD Terms
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Global Portfolio Update - up about 18% YTD in USD Terms
Our Global Cedar Portfolio and our other Model Portfolios
Jun 19
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Global Portfolio Update - up about 18% YTD in USD Terms
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Goldman Sachs Identifies when the Rubicon was crossed - What Triggered Accelerated De-Dollarization away from the U.S. Dollar and U.S…
The Undermining of the Rule of Law has triggered Central Banks to buy Gold instead of U.S. Treasury Bonds
Jun 12
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Goldman Sachs Identifies when the Rubicon was crossed - What Triggered Accelerated De-Dollarization away from the U.S. Dollar and U.S. Treasury Bonds
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Will China Come out as a Winner in this Trade War, and If so, how?
Research Information Article by Art Berman, Yra Harris and the CedarOwl Team, and what we are considering in our portfolios
Jun 5
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1
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Will China Come out as a Winner in this Trade War, and If so, how?
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May 2025
As the Global South increasingly getting their food from the Global South, where are the Investment Opportunities?
How we are investing in agriculture in our model portfolios
May 29
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As the Global South increasingly getting their food from the Global South, where are the Investment Opportunities?
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Addressing Carbon Emissions Globally with no need for Carbon Taxes, Subsidies, or Grants
And how we are investing in agriculture given global trends - with China shifting to the Global South and away from the United States
May 22
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Addressing Carbon Emissions Globally with no need for Carbon Taxes, Subsidies, or Grants
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Is the U.S. getting desperate to find buyers of its U.S. Treasury Bonds to fund its debts and deficits?
Approaches include Default, Regulations, Trade Deals, Monetization, Inflation and other forms of financial repression including rule changes on 401K and…
May 15
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2
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Is the U.S. getting desperate to find buyers of its U.S. Treasury Bonds to fund its debts and deficits?
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Are Central Banks and Global Companies Diversifying out of U.S. Treasury Bonds - to U.S.$-backed China Bonds, to Gold, and to non-U.S…
Are the Negotiations on the U.S. Tariffs including an implicit Plaza Accord 2.0 through the strengthening of non-U.S. Dollar Currencies? What are the…
May 8
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Are Central Banks and Global Companies Diversifying out of U.S. Treasury Bonds - to U.S.$-backed China Bonds, to Gold, and to non-U.S.$ Currencies?
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April 2025
Are U.S. Tariffs Intended to Isolate China? Are Market Forces and Japan's Aligning to China causing Failure of the U.S. Tariffs Plan?
Is the Future Economic Axis of the World an alliance of Russia - China - India?
Apr 24
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5
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Are U.S. Tariffs Intended to Isolate China? Are Market Forces and Japan's Aligning to China causing Failure of the U.S. Tariffs Plan?
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