Author: CapEx Team

OWTW
CapEx Team

Welcome to the Dark Ages 2.0

  NEW PODCAST WITH CHRIS MACINTOSH Chris recently joined Jason Burack on his Wall St. for Main St. podcast to discuss all the “batisht” crazy things happening in the global macro arena right now such as: 0:48: The biggest risks to the global economy right now (out of control inflation, the

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OWTW
CapEx Team

Coal: Talk dirty to me

Around the world, demand for dirty coal keeps growing and coal prices are running like the police are after it. In light of this, it’s worth highlighting just how hated and underinvested coal equities still are today. In 2006, coal miner Peabody Energy (BTU) traded at 31x P/E and was flagged as a “burning buy” (H/T to @GringoInvesting). For

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OWTW
CapEx Team

Is the Commodities Bull Market Over?

Over the last few weeks we have seen the dumping of commodities stocks like never before. The recent pull back in anything commodities-related has folks (including many of our readers) question the entire commodity bull market thesis. But volatility and risk are not the same thing. Commodities are notoriously volatile,

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OWTW
CapEx Team

Commodities: Is 100 Years of Market History Suddenly Wrong?

If you’re a long-time reader, this week’s inflation print over in the US doesn’t come as a surprise. In light of that, let’s do something a bit more practical this week, shall we? One question (or concern, if you will) we often get is how do you protect yourself in

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OWTW
CapEx Team

The Blow Off Top of Socialism

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

How do you say “stupid” in German?

  MAGAZINE COVERS STRIKE AGAIN Ah, what would we do without magazine covers? We previously highlighted a number of instances where a mere glance at the newsstands could have alerted you to major market turning points. From a pick up in inflation that blindsided the pointy shoes to the fall of

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OWTW
CapEx Team

Old DNA, New DNA

  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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