Month: April 2023

Bitcoin
CapEx Team

The B Word

Whoo boy! Bitcoin has been on a tear lately. This year alone, it’s up 75%. With this impressive rise, bitcoin bulls are coming out of the woodwork with lofty predictions — $50,000, $100,000, even $10 million… We shared with you last week our thoughts on de-dollarization and the predictions about

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OWTW
CapEx Team

Fantasy Meets Reality

Our friend Tracy Shuchart (@chiglr) shared this article highlighting the reality of the “green transition.” The coal fleet grew by 19.5 gigawatts last year, enough to light up around 15 million homes, with nearly all newly commissioned coal projects in China, according to a report by Global Energy Monitor, an organization that tracks a

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OWTW
CapEx Team

Is the Party Over?

  NEW PODCAST WITH CHRIS MACINTOSH Chris sat down with George Gammon on his Rebel Capitalist podcast to discuss all things macro, including topics such as: They discussed how the recent central bank rate hikes exacerbated a global credit contraction and the implications this precarious shift has for investors, such as: You

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Gold
CapEx Team

What’s up with gold?

Don’t look, but gold just rose above $2,000 — the highest level in well over a year and just a hair under its record high. Now, it isn’t just against the greenback. Gold has been all strong and muscly when measured in a host of other currencies as well. Yes,

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