Author: CapEx Team

OWTW
CapEx Team

The Mania Rages On

And just when we thought we’ve seen it all… From the article: One of Vietnam’s biggest automakers has made a big splash on its entry to Wall Street, pushing its market capitalization above that of industry giants such as Volkswagen and Ford. VinFast, an electric vehicle maker, enjoyed a red-hot

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OWTW
CapEx Team

We’re back, baby!

Check this out: In other words, buying the S&P 500 (or index hugging mutual funds for that matter) has never been this concentrated. But wait, it gets even better, according to S&P Global: Big Tech is largely fueling the S&P 500’s positive performance in 2023, with investors buying just seven

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Wall of Cash

₿ TIME TO GET BACK INTO BITCOIN? Long-time readers will know we got into Bitcoin back in 2016, but unloaded it in March of 2021 for a simple reason. We were getting concerned that the pointy shoes would never leave crypto alone as it’s an escape route. Looking at Bitcoin’s run

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OWTW
CapEx Team

Here we go again…

 NEW PODCAST WITH CHRIS MACINTOSH Chris was recently on the CapitalCosm podcast to talk about today’s macro landscape and the opportunities it presents. Here’s just a handful of the topics they discussed: You can listen to the entire conversation here.  ARGENTINA Staying with the biggest opportunities in today’s market… How about Argentina?

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OWTW
CapEx Team

A day in the life of a central banker

With the media circus focused on the pointy shoes at the Fed this week, we thought it would be fun to follow suit and do something a bit different. Today, we’re dusting off a fictional piece Chris wrote many moons ago — a central banker’s diary entry. Enjoy! Life Through

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OWTW
CapEx Team

Better than a wet t-shirt contest?

Today, let’s take a look at one of our favorite (and most obscure) corners of the stock market: offshore drilling stocks. We believe the upside in these stocks will likely surprise everyone in terms of duration and magnitude. Right now, the offshore drilling sector is priced as if it’s on

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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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