Month: May 2023

Dirty, Dirty Coal

 “THE DRUCK” SPEAKS We watched this in-depth conversation with the legendary Stan Druckenmiller, and one particular quote stood out: Actually, I think it was just a little over two years ago, I went on national television and said we had monetary policy that was the most reckless and extreme relative to

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OWTW
CapEx Team

Getting Run Over by Tesla

 LESSONS FROM THE “GROWTH” MANIA We can’t stop marveling at the boom and bust cycle that has been unfolding in “growth” stocks. We promised it would be one for the history books, and here we are today. After an epic boom, we’re now witnessing a bust that’s just as spectacular

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