Month: January 2023

When Woke Trumps Economics

As the old adage goes, the cure for high prices is high prices. In other words, big increases in the price of a commodity are typically greeted with fresh capital pouring into that sector, increasing supply. And yet, this time it is indeed different (for the time being, anyway). Case

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OWTW
CapEx Team

Beware of Gisele’s Bottom!

  NEW PODCAST WITH CHRIS MACINTOSH Chris joined Ladislas Maurice from the Wandering Investor on his podcast recently. Here’s a few topics Chris and Ladislas discuss: Listen to the entire conversation here.   BEWARE OF GISELE’S BOTTOM Yes, we’re 100% serious. Keep an eye on Gisele Bündchen or else she could lead you

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Keep Your Gold Safe!
OWTW
CapEx Team

Time to Shine!

Long-time readers will know we’ve spilled a fair bit of digital ink on things like oil, coal, heck… even Bitcoin. But there’s one asset we have been suspiciously mum on so far. Gold. We did a deep dive on the “barbaric metal” in a recent Insider Newsletter issue and figured we’d also

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