Author: CapEx Team

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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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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