Year: 2022

OWTW
CapEx Team

The Blow Off Top of Socialism – OWTW

Right now, the Western world is going through what we call a blow off top of socialism, whereby the pillars of Western civilization completely blow their credibility. The media, the legal system, the healthcare system and officials, the financial institutions, and of course, the government. As you can imagine, this

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OWTW
CapEx Team

Old DNA, New DNA – OWTW

  WHEN YOU FIND YOURSELF IN A HOLE… When you find yourself in a hole, the popular saying goes, stop digging. Not the European pointy shoes, though. They start digging even faster: In fairness, it’s not just the EU. Across the Atlantic, we have this: As we commented in a recent

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Insider
CapEx Team

WHO? THIS IS WHO NOT!

Jair Bolsonaro… Brazil will not sign the WHO Pandemic Treaty. “National sovereignty is not something to be handed over to WHO or other entities and to be renounced just to join a club of seemingly advanced nations”… Who else? Russia takes first steps to withdraw from WTO, WHO The Russian government is

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Nato 1998 compared to now
inflation
CapEx Team

THE COMING WAR (NOT UKRAINE VS. RUSSIA)

In 1997, geopolitical advisor to David Rockefeller, Zbigniew Brzezinski, wrote a book, in called “The Grand Chessboard.” The book is particularly interesting as it shows the thinking of the Rockefeller empire in regards to Eurasia. Consider the following, which provides some insight into their view of Eurasia and how to

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Best time to invest
Insider
CapEx Team

COMMODITY BULL: JUST BEGINNING

Every great bear market in commodities was preceded by raging capex. Sure, commodity prices have gone up a bit, but have we seen miners and oilers bring out their capex cheque books? Nope. Nothing is ever perfect but the chart below gives you a fairly good idea that higher commodity

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