Media

02/26/2024 - Alejandro Tagliavini on Argentina President Milei and the Market Economy that was Not

“There remains the hope that he will return to his speech, not so excellent, but in the right direction and adopt a free market economy, liberating, decreasing the weight of the State over the private sector.”

Link Here to the Article

Cedargold research group:
Some good suggestions and ideas towards the end of the essay .. our thoughts and suggestions, which if anyone is interested in expanding into a document to send to President Milei, please contact us:
 
* a detailed plan with initial quick wins over 3 to 6 months to show good progress in the right direction
* a regulatory review process to eliminate duplicate or outdated or anti-market regulations will help
* an encouragement of foreign direct investments to get dollars and investment flowing into the country will help .. also tax incentives for entrepreneurs and innovators to setup new businesses and thereby hire new jobs
* a promotion of the Argentine tourism industry
* a setting up of an international university like Hayek College in Brasilia Brazil to educate on Austrian School of Economics to Argentinians and to foreign nationals as recognizing Argentina as a new emerging global leader in this economics
contact email – info@cedarportfolio.com

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


01/31/2024 - Podcast on Heritage, Prestige and Its Influence on Business and Fundraising

February 5, 2024

12pm ET

Watch on YouTube or view the Replay Later – to be posted on this media site

Participants:

Lady Violet Manners
Prince Charles Henri Lobkowicz
Princess Diana de Cadaval,
Richard Earl of Tyrone
Laurent Feniou CEO of Cartier
Alejandro Tagliavini
Richard Bonugli, CEO and Founder of Cedargold https://cedarportfolio.com

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


01/24/2024 - The Four Principles of Market Environmentalism – How the Principles Can Be Used Toward Sustainable Investing

Market Environmentalism Webinar by The Cedar Portfolio

The Four Principles of Market Environmentalism emphasize property rights, voluntary exchange, competition, and entrepreneurship as key pillars for environmental conservation.

Applying these principles to sustainable investing involves supporting businesses that respect private property rights by minimizing negative environmental impacts, promoting voluntary exchange of eco-friendly goods, fostering competition to drive innovation for greener technologies, and investing in entrepreneurial endeavours focused on sustainable solutions.

By aligning investments with these principles, one can encourage the growth of environmentally conscious industries while seeking financial returns in a way that benefits both the economy and the planet.

Educational Webinar by The Cedar Portfolio presented by Founder Richard Bonugli

Link Here to the Replay of the Webinar on Interactive Brokers or click on the below and register directly to watch:

Link Here to Download the Presentation

For more information contact The Cedar Portfolio

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


12/22/2023 - Louis-Vincent Gave: «The Fed Will Cut Interest Rates for Political Reasons»

“If you draw a line that goes from Istanbul to Jakarta, you are linking 3.6 billion people, not including China, in an area with 1% population growth and 5% income growth. To me, the most exciting story of the next five to ten years is the economic integration of the Eurasian continent, the growth in infrastructure spending, and the growth of trade between emerging markets. It’s my belief that a lot of these countries will follow China’s path. Perhaps not at the same pace, but it is happening.”

Link Here to the Interview on The Market.ch

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


12/08/2023 - Felix Zulauf Market Outlook

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


12/08/2023 - Louis-Vincent Gave Market Outlook

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


12/04/2023 - Dr. Marc Faber – Playbook for Navigating a 1970s-Like Market (Full Interview)

Link here to the Interview and Transcript

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


12/04/2023 - Dr. Anas Alhajji – Back To Earth: Reality of the Energy Transition

  1. Data indicates that future demand for oil and gas is UNDERESTIMATED, while demand destruction is HYPED.
  2. Global energy demand is increasing, making decarbonization more difficult to achieve, and the process of replacing fossil fuels slower.
  3. Despite massive spending on renewables in the last two decades, fossil fuels remain the dominant source of energy in the world, even in Europe.
  4. Coal remains the dominant source of electricity in India and China.
  5. Oil is rarely used in power generation in the OECD, China, and India. Doubling or tripling solar and wind energy sources will have a very limited impact on oil demand.  However, the failure of renewable energy, and consequent power shortages, will have a significant impact on oil demand.
  6. As LNG prices reached a record high in 2022, oil use in power generation increased.  The level of substitution among various energy sources last year was unprecedented.

Link Here to the Free Substack Article

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


11/12/2023 - Dr. Marc Faber – Headed for a Breakdown, Disappointing Market Returns

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


11/10/2023 - WTFinance with Dr. Marc Faber

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


11/09/2023 - Chris Wood Bullish Long Term on India

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


10/31/2023 - Louis-Vincent Gave on China and Investing in the Fertile Crescent/Global South

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


10/16/2023 - Dr. Albert Friedberg Conference Call on the Economy and the Financial Markets

  • Latest views on the Economy and the Financial Markets
  • Extent of monetary stimulation (Covid/Post-Covid) underestimated, effects into 2023
  • Sees some deflationary trends developing, this will become unexpected by the markets over the next 6 months
  • Is long on bonds – sees lower yields coming
  • As deflation trends emerge, likely the USD weakens .. likely to be good for gold
  • China and other countries via central banks/govts buying gold – adding gold to diversification (targeting 15% to 25% of reserves)
  • Owning gold costs 5% a year on carry
  • Inflating the currency is the likely way out of massive government debt
  • Has some long positions in Argentinian banks, which are at very depressed levels
  • Sees potential opportunities in Argentina if monetary conditions change positively
  • Highlights estimates of Argentinians holding $250 Billion USD under mattresses and overseas – if monetary conditions in Argentina improve, some of these funds could repatriate, fostering a boom in Argentina

Link Here to the Conference Call Replay

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


10/10/2023 - Kuppy Kupperman and Louis-Vincent Gave on Emerging Markets and Uranium

Harris “Kuppy” Kupperman, founder and CIO of Praetorian Capital, and Louis-Vincent Gave, CEO of Gavekal Research to learn their global economic outlook and why they think a boom is coming for emerging markets and uranium

Link Here to the Podcast

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


10/02/2023 - The Metals behind the various types of Renewable Energies

Link Here to the Article

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


09/15/2023 - Argentina’s next President could be Javier Milei, Austrian School Economist – Libertarian

 

https://www.youtube.com/watch?v=Oxt2MzaVFOIClick here to view Interview on Twitter

Here are some podcasts we have done with Javier Milei:

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


09/10/2023 - Marko Papic: «China Has to Convince Financial Markets that It Is not Suicidal»

«China Has to Convince Financial Markets that It Is not Suicidal»

Marko Papic, Partner and Chief Strategist at Clocktower Group, talks about the solution to China’s economic weakness, the Fed leadership’s concerns, and his arguments why the commodity supercycle is far from over.

Link Here to the Article

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


08/29/2023 - Group Meeting with Jefferies Global Strategist Chris Wood

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


07/18/2023 - Marko Papić: «Everything Is in Place for a Capex-Driven Commodity Super-Cycle»

“There are two countries producing nickel: Indonesia or Russia. That’s basically it. And Indonesia has already telegraphed its intention. They banned the export of raw, unrefined nickel and forced China to invest $20 billion worth of infrastructure to move its nickel production to Indonesia. Next, they’re going to ban the export of refined nickel as well, so other countries have to build their battery factories in Indonesia. And then, they’re going to wait another couple of years and ban the export of batteries, so the manufacturing of EVs has to take place in Indonesia too. That’s why I’m super bullish on Indonesia, they know what they’re doing. ”

Link to the Article

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.


07/18/2023 - Yra Harris: So Many Piles of Dry Tinder

“Why is the Swiss franc so strong against the dollar, as well as many other currencies? The current dollar/Swiss rate is challenging the January 12, 2015 weekly close of 0.8588, which was the week the SNB pulled the floor out  from under the Eur/Chf cross, sending the Swiss franc soaring as the market had been heavily short FRANCS.

Yes, the dollar has been under pressure for a few weeks but why the Swiss with its interest rates of 1.75%? It may be that the SNB is SELLING some of its equity holdings (Apple and others) in an effort to take advantage of the recent global equity rally. When the SNB does QT they are selling assets that have generated huge profits, unlike the FED and the ECB, which own sovereign debt that is severely underwater.
We won’t know if this THEORY holds until we see the next release of the SNB’s balance sheet but something to watch. The Swiss may be the world’s greatest alchemists as they printed money and purchased real assets/corporations.”

Link Here to the Blog Post

Disclaimer: The views or opinions expressed in this blog post may or may not be representative of the views or opinions of the Financial Repression Authority.