Month: October 2021

OWTW
CapEx Team

The Economist Strikes Again – OWTW

A few weeks ago we highlighted the ironically prescient “Making Coal History” cover of The Economist. As a refresher, it literally bottom ticked the coal market. Now, they’re back with another doozy of a cover. The reason we find it so mind-blowing is because in the midst of a global

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OWTW
CapEx Team

What the Frac!? – OWTW

  FOOD PRICES: WHAT HAPPENS WITH OIL AT $100? Did you notice how your grocery bills have risen “a little” over the past year? Considering that what you pay in the supermarket is the end of the value chain — which is 6-12 months in the making — the prices are going

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OWTW
CapEx Team

Inflation: Talk Dirty to Me – OWTW

Ah, those Perrier-sipping, pointy-shoed central bankers… It wasn’t that long ago when they assured us we were crazy to even mutter the dreaded “i” word — even as raging consumer goods prices were obvious to everyone (but them). But after a while, the charade became too obvious. They admitted that

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OWTW
CapEx Team

Santa’s Out of Coal Too – OWTW

  MAKING HISTORY We highlighted the predictive power of magazine covers in these missives before. More often than not, they tend to time market tops (and bottoms) with stunning accuracy. The following gem adorned the cover of The Economist in early December 2020. The political class in power has been hellbent

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OWTW
CapEx Team

You Can’t Make This Sh*t Up – OWTW

While cheerleaders of the “green economy” would have you believe that you’re either out of your mind to invest in coal… or a reader of ours (or both), this is happening in the world. You really can’t make this sh*t up. The thing that should be as exciting to you

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