Day: March 14, 2022

contagion, economy
Current Affairs/Politics
CapEx Team

Contagion

Everything is too interconnected. We showed you neon last week. Without it we can’t make semiconductors. Without semiconductors we don’t get much of anything these days. Then we have energy. Whoo boy! I won’t rehash what you already know well by now. Going into this fiasco we had a massive

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bank assets, currency, central bank
Currency
CapEx Team

Can’t Access It? Don’t Own It

In a stunning move, the Sleepy Joe administration woke up, stumbled out of bed, and in what is unfortunately now characteristic they promptly froze the central bank’s assets of one of the world’s foremost military and nuclear-armed powers. This is how it was described in the WSJ article: Many economists

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OWTW
CapEx Team

Brace for a food crisis – OWTW

  MEET HUGO The 1921-1923 hyperinflation in Germany and Austria was blamed on the 1918 Spanish Flu. The 202X hyperinflation will be blamed on Covid-19. History is repeating itself. For some inspiration, it’s worth revisiting one Hugo Stinnes. Hugo was a cunning bugger who became Germany’s richest man during the 1920s. Now,

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