Blog
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
06/25/2024 - The Roundtable Insight – Charles Hugh Smith on Geo-Political Risks and the Economy
06/12/2024 - The Roundtable Insight – Judd Hirschberg Updates with Technical Analysis of the Financial Markets
Subscribe here and view the Geo-Political Risk Table:
06/06/2024 - Geo-Political Risk Table
LINK HERE or View Below
06/03/2024 - The Roundtable Insight – Adam Rozencwajg and Yra Harris on Commodities and Geo-Political Risks
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Lots of discussion in this podcast about geo-political risks to the investor. Check out CedarOwl’s Risk Table for more info on geo-political risks to the investor.
CedarOwl Risk Table – Now Available
CedarOwl is making available its Risk Table – see link at the bottom of the page. The Risk Table is a continually-updated spreadsheet matrix which identifies and assesses existing as well as new risks stemming from risks associated with trends and events happening jurisdictionally around the world. These include but are not limited to government or fiscal policies, central bank policies, and regulatory environment changes.
LINK HERE TO CEDAROWL’S RISK TABLE (refresh the screen for updates)
Types of events include, but are not limited to:
- nationalization of businesses or properties by a country;
- expropriations or freezing of assets;
- impositions of new regulations on certain industries;
- commodity export bans;
- changes in rules on registered accounts like 401k plans, RSPs, Superannuation;
- regional conflicts or wars affecting economies and markets.
The matrix table also has CedarOwl‘s risk mitigation strategies which help CedarOwl with its investment process.
05/23/2024 - Commodity Culture – Commodities Have ‘Never, Ever’ Been More Undervalued Than Today: Leigh Goehring
05/23/2024 - CedarOwl – The Great Taking: How Could It Happen & What Can We Do to Slow The Momentum of Becoming At-Risk?
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05/17/2024 - The Roundtable Insight Vision Series – Charles Hugh Smith on Gold and What Currency Systems Make Sense
05/16/2024 - The Roundtable Insight – Sam Perry, Tobias Harris and Yra Harris on Japan at the Crossroads
05/03/2024 - Adam Rozencwajg on The Impact of New Copper Technologies
“Nearly all copper demand growth came from the non-OECD world … Given its population of 275 mm, even if it takes another 15 years, assuming 5% economic growth, we expect Indonesia will consume over 1 mm tonnes annually – five times the current rate .. ”
04/25/2024 - CedarOwl – How We are Investing in Artificial Intelligence (AI) – “Picks and Shovels”
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04/22/2024 - FamilyOffice Podcast with Leon Cooperman
04/22/2024 - CedarOwl – Full Special Report on Dr. Marc Faber
Link here to the Full Report on Dr. Marc Faber for free
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04/18/2024 - Get to Know the CedarOwl
Check out our latest posting – Get to Know the CedarOwl … .. learn about how and why we take an approach based on the Principles of the Austrian School of Economics .. also learn the 4 Principles of Market Environmentalism – what these principles are and how they can be used to identify Positive Ideas to help the environment that make not only environmental sense but also financial sense and economic sense! .. also be sure to read the latest views and thoughts of one of our top 10 Most Admired Advisors (MAA) – Dr. Marc Faber – posting will be published tomorrow Friday Apr 19 at 3pm ET and be available fully free to all subscribers!
04/17/2024 - Louis-Vincent Gave and David Hay on the Coming Rebound of Inflation and Market Implications
