CedarOwl
We Invest in Positive Ideas
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 138 | Founded | 3 years ago | Last Issue | 4 days ago |
| Active | |||||
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cedarowl.substack.comLatest Issues
Our Cedar Portfolio Update: +20% in USD Terms YTD
Outperformance relative to the portfolio manager legends
This year is a very challenging year for portfolio managers. Here is an updated x tweet on the “legends” in the industry as of August 30th:
Our Dashboard on Geopolitical Controls and Financial Repression on the Overindebted G7 Countries
A Dashboard to monitor Capital Controls, Expropriations, Asset Freezes, Tariffs, Government Nationalizations of Private Assets and other Controls
With the unsustainable debt in the G7 countries, the challenges for governments will be to mi...
Our dashboard on how U.S. Sanctions fail and continue to fail - accelerating de-dollarization and a move away from U.S. trade and from U.S. treasury bonds
We present today our dashboard on U.S. sanctions. This dashboard explores years of U.S. sanctions, which countries the U.S. has imposed these sanctions on, and the many negative effects of these sanctions on all parties including the global...
Should Nuclear Energy Investors be investing in Thorium-based Nuclear Energy instead of Uranium-based Nuclear Energy?
With estimated thorium reserves of 1.3+ million tonnes, China could power its entire electricity grid for thousands of years using this nuclear energy technology.
Everyone is talking about investing in nuclear energy. The talk is a lot abo...
China does NOT need to Import Oil nor Fertilizers?
We identify the best public exchange traded equity we like in this off-the-radar space
Yes - it is true, China does not need oil and does not need agricultural fertilizers. But how? This sounds insane and bizarre. Let’s explore what China...
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Investing in Positive Ideas
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