CedarOwl
We Invest in Positive Ideas
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 141 | Founded | 3 years ago | Last Issue | 3 days ago |
| Active | |||||
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cedarowl.substack.comLatest Issues
Is there a portfolio that can survive an environment of asset deflation, without buying any G7 government bonds?
Warnings from Dr. Marc Faber on an environment of asset deflation
As many market observers have been warning on over-valuation of assets, especially in the U.S. markets, and especially in the tech and AI sectors relative to price-earnings...
China is Developing New Technologies and Leveraging Ancient Practices allowing Large-Scale Organic Farming
As the western world escalates its use of toxic pesticides ...
We are all aware of the bulk of current farming practices as being focused on using harmful, toxic pesticides and herbicides together with large applications of chemical fertil...
Our Thoughts on the Copper Commodity Bull Case
The Copper Bull Case Views by the Portfolio Managers and Investment Gurus
Let’s look at what the gurus are saying.
Stan Druckenmiller:
Robert Friedland:
“Want to build a data center? Copper.
Want to go to the moon? Copper....
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...
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Investing in Positive Ideas
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