Blog
01/13/2025 - The Roundtable Insight – Martin Armstrong on Bond, USD, Gold Trends and a Decline of Global GDP into 2028
12/16/2024 - The Roundtable Insight – Alex Krainer on Geopolitical Risks and Investment Considerations
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12/13/2024 - The Roundtable Insight – Michael Every, Art Berman and Yra Harris on The Shift to Economic Statecraft
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* Referenced Rabobank Report link = https://media.rabobank.com/m/60b62dca958fd79/original/Macrostrategy-vs-Grand-Macro-Strategy-Trump-ling-on-market-policy-conventions.pdf
* Referenced Art Berman blog link = https://www.artberman.com/blog/oil-power-and-statecraft-the-geopolitics-of-energy-in-a-changing-world/
* Substack article on Cryptocurrencies link = https://cedarowl.substack.com/p/will-cryptocurrencies-help-to-address
12/12/2024 - CedarOwl – Will Cryptocurrencies Address the Unsustainable U.S. Debt Crisis?
Transitioning the global USD-based economy and the rapidly rising use of cryptocurrencies results in USD cryptos backed by/with a demand for U.S. Treasuries
Link Here to the CedarOwl Article
Key Messages:
- Given falling demand for U.S. Treasuries by many foreign central banks, the U.S. appears to be planning to put a bid on U.S. Treasuries through promoting the rise and interest in cryptocurrencies, some of which require purchases of U.S. Treasuries as collateral backing;
- The rise and interest in cryptocurrencies is funneling a considerable level of money into cryptocurrencies as an asset class, instead of into the real economy, commodities and hard assets – this is serving as an inflation “honey-pot” or “heat-sink”, thereby diverting money from excessive money printing in recent years away from commodities and hard assets;
- The rise and interest in cryptocurrencies is generating momentum and buy-in to the eventual use of permissioned (controlled) cryptocurrencies that are software-programmable and government-controlled, which will likely be implemented by commercial banks not central banks as a Central Bank Digital Currency (CBDC); without a Digital Bill of Rights in place, these permissioned cryptocurrencies will severely control and limit personal and human freedoms and liberties, even whether or not your cryptocurrency account can accessed or used outside of your home country;
- Most cryptocurrencies are not backed by anything like a commodity or the full faith and credit of a government, and can be “printed” ad-infinitum in a manner similar to government fiat money, bringing the usual loss of currency purchasing power and currency dilution results.
12/11/2024 - The Roundtable Insight – Dr. Marc Faber and Yra Harris on the Markets, Gold, Platinum, Europe and China
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11/21/2024 - The Roundtable Insight – Daniel Lacalle, Angelo Gallo and Yra Harris on Europe, Fiscal/Monetary Policy Trends and the Investment Environment
11/18/2024 - The Roundtable Insight – Art Berman on Energy, AI, China and Renewables
11/07/2024 - The Roundtable Insight – Louis-Vincent Gave and Yra Harris on China, U.S. Elections, Gold, Emerging Markets
11/01/2024 - The Roundtable Insight – Charles Hugh Smith on the China Real Estate Bubble
Here are the links and references to the charts:
https://x.com/BurggrabenH/status/1847987146470178994
https://www.thecommoditycompass.com/p/chinas-paradox-under-xi
10/29/2024 - The Roundtable Insight – Judd Hirschberg on current insightful Technical Analysis of the Financial Markets
podcast to be posted shortly …
10/23/2024 - The Roundtable Insight – Elliott Wave’s Steven Hochberg and Peter Kendall together with Yra Harris on Technical and Fundamental Views of the Markets
To subscribe to EWI services – link here: www.elliottwave.com/fra (disclosure – we are not making any compensation or referral fees on this)
10/04/2024 - The Roundtable Insight – Doug Casey on Geo-Political Risks, Gold and Investing in South America
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09/23/2024 - The Roundtable Insight – Dennis Gartman, Angelo Gallo and Yra Harris on the Economy, Gold, Commodities and Yield Curve Trends
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09/20/2024 - The Roundtable Insight – Peter Boockvar and Yra Harris on the Political Economy, Gold and Investing
Link here to download the podcast
09/20/2024 - The Roundtable Insight – Charles Hugh Smith on How Asset Deflation Could Play Out
08/28/2024 - The Roundtable Insight – Rabobank’s Michael Every and Industry Veteran Yra Harris on Geopolitical Risks
08/19/2024 - The Roundtable Insight – Tom Luongo and Yra Harris on Geo-Political Risks, Gold and Currencies
08/12/2024 - The Roundtable Insight – Bill Fleckenstein and Yra Harris on the Markets and Gold, Precious Metals
08/09/2024 - The Roundtable Insight – Charles Hugh Smith on Financial Repression and The Great Unwinding
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07/22/2024 - The Roundtable Insight – Daniel Lacalle and Yra Harris on Gold, Geo-Political Risks and the Global Economy
