Author: CapEx Team

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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What to make of the Silicon Valley Bank blowup

  NEW PODCAST WITH CHRIS MACINTOSH Jason Burack of Wall St. for Main St. recently hosted Chris on his podcast. 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: Click here to listen to the entire conversation.

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OWTW
CapEx Team

THIS is how you lose $10 billion

  NEW PODCAST WITH CHRIS MACINTOSH Chris recently joined Francis Hunt on his Market Sniper podcast to talk about how to navigate the current macro environment with your capital (while also preserving your sanity). To whet your appetite, here’s a few topics discussed: Pour yourself a cup of Joe this weekend and tune in

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OWTW
CapEx Team

New Bull Market or…?

   ECONOMICS VS IDEOLOGY Could it be that the “green tide” is turning? It was just three years ago when a new CEO was brought in at BP with great fanfare and one mission — to shift the company’s focus to “renewable” energy. He was being hailed as the Messiah of

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OWTW
CapEx Team

Do You Own “Stuff”?

News out of Switzerland caught our collective eye a few days ago: Watches of Switzerland Group Plc, the top Rolex seller in the UK, plunged the most in more than two years as sales of luxury timepieces and jewelery in the US missed analyst forecasts. The stock dropped as much

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