Economic Views and Investment Ideas from the Most Admired Advisors (MAA)

January 2025 Edition

What’s beating at the surface and down below the undercurrent of our global economy, and what does that mean for the financial world and society at large? Our renowned Most Admired Advisors (MAAs) weigh in, and so do we with our commentary and observations.

Welcome back to CedarOwl’s ‘Most Admired Advisors’ (MAA) - a monthly report featuring a global top-10 roster of financial advisors, fund and asset managers. We have short-listed who we think offer the best economics and financial markets analysis and investment ideas. We source and cite a distillation of their current, relevant sentiments on trends in the economy and financial markets as a reliable source of insights for our readers. We provide a consensus of the 10 MAAs at the end - synthesizing their best investment ideas and we provide our commentary on that - like sitting in a board room of our 10 best most admired advisors and getting their views and perspective and investment ideas.

Our MAA roster is reassessed monthly and stacked against our values and analysis models so you can enjoy an ever-fresh perspective on our category’s thought leadership.

For each economist or manager, look forward to fulsome summary points and our observations on their views and perspective on the economy, the financial markets, as well as their investment ideas.

All taken from publicly linked sources across the open web.

Here is the CedarOwl MAA Roster:

Peter Boockvar

Dr. Marc Faber

Sean Foo

Louis-Vincent Gave

Yra Harris

Larry McDonald

Russell Napier

Zoltan Pozsar

Rick Rule

Chris Wood

Let’s delve in this month’s report …