Author: CapEx Team

xi jinping China's guy
inflation
CapEx Team

WHEN DOES CHINA PULL THE RUG?

Remember how we just discussed the funding of the profligate US government? Let’s take a look at how bad things are. Here’s the current budget deficit. The blue is good and the orange is bad. You can see a lot of orange, and after 2008 things have been decidedly “orange.”

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OWTW
CapEx Team

Time to Get Greedy? – OWTW

  EXXON… OR ZOOM? Back in November 2020 we published an issue of Insider Weekly where we made our case for Exxon Mobil: It’s trading at the same level it was some 22 years ago, booted from the Dow, seemingly uninvestable (try to convince a pension fund board of trustees to buy Exxon),

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OWTW
CapEx Team

Time to buy stocks? – OWTW

The “popular press” tells us it’s time to buy stocks… But is it really? We highlighted Apple as an example in last week’s Insider Weekly. By all respects, Apple is a great company. Lately it looks like the dish served is apple crumble. Bottom fishing investors are screaming it’s a buy.

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Capitalist Viewpoints
CapEx Team

EUROPE, DRY SHIPPERS LOVE YOU

The EU formally adopted the fifth round of sanctions against Russia last week. In essence, it targets Russia’s coal sector. European companies will no longer be able to enter into new agreements to purchase coal from Russia, and any existing contracts will have to be terminated during early August. So

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Current Affairs/Politics
CapEx Team

DUBAI

As far as I can tell the Emirates are doing everything in their power to open this place up and make it more attractive. Two examples of many: Dubai Land Department makes all real estate data publicly available as it strengthens transparency – Arabian Business UAE Cabinet approves Executive Regulations

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Energy
CapEx Team

I HATE BEING RIGHT

No, really. Especially about crappy things like this. But here we are and the pointy shoes in Berlin have a solution to their self-inflicted energy catastrophe. You wanna know what it is? Nationalize their energy assets. I know, I know… it’s what Venezuala did and it’s been tried and tested

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