Year: 2021

OWTW
CapEx Team

Bargains in a Bubbly World – OWTW

📦  ANOTHER “TRANSITORY” ISSUE THAT WASN’T Turns out the supply chain shortages that have been plaguing the global economy for the last 12-ish months aren’t as “transitory” as we were told all this time. Who woulda thunk it? If you’re a long-time reader, this shouldn’t come as a surprise. It’s something

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OWTW
CapEx Team

The Greatest Error in History – OWTW

The following quote from John Hussman caught our attention (h/t to @SeekerRisk for the annotated chart): With that in mind, we often get asked the question along the lines of, “Markets seem over extended. How about buying some puts to provide downside protection?” We always encourage folks to stick with their

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OWTW
CapEx Team

💰 The tale of two ETFs – OWTW

🖥️  LONG TECH STOCKS = LONG BONDS Morgan Stanley is echoing our thoughts on the relationship between bonds and tech. To us this highlights how interlinked many markets are and how the general stock market (with its huge weighting in tech/growth stocks) is probably not a great hedge against inflation. From

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OWTW
CapEx Team

Beware the Witches – OWTW

🛢️  THE STATE OF OIL & GAS While nothing we don’t already know, this Bloomberg piece provides a terrific insight into how pervasive and powerful the ESG hysteria really is (even among the “Big Boys”) and what that means for the energy market: We have relationships with approximately 400 institutional investors

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OWTW
CapEx Team

The Decade of Coal? – OWTW

While we’re being told coal is having “an existential crisis,” The Wall Street Journal reports: Coal was in decline for years in many countries, but its use is now picking up in the U.S., China and Europe despite growing pressure from governments, investors and environmentalists to curb carbon emissions. The

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