Author: CapEx Team

Energy
CapEx Team

WHERE’S IT GONNA COME FROM?

Stop staring at your gains from the energy stocks for a second here. Take a seat in a nice quiet place and ask yourself this one really simple question: if oil demand continues to grow at ~1 million b/d for the next 8-10 years, where is the oil supply coming

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insurers vs big pharma
Insider
CapEx Team

Insurers VS Pharma

“Fascism should more properly be called corporatism since it is the merger of the state and corporate power.” – Benito Mussolini Let’s go through insurers. This is important because it provides us with some means to understand a potential road map of how we’re likely to see all of this play

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backfiring
Bitcoin
CapEx Team

Backfiring

GiveSendGo CEO Sends Gateway Pundit Exclusive Statement: Fundraising Platform Sees MASSIVE Surge in Traffic and One Million in Donations to Canadian Truckers in 12 Hours! – Relentless DDOS Bot Attacks But it didn’t end there: Trudeau vows to freeze anti-mandate protesters’ bank accounts – BBC News The gloves are now

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OWTW
CapEx Team

Cues from the Super Bowl – OWTW

We argued before in these missives that magazine covers are one of the best contrarian indicators out there. This time around, we take our cues from last weekend’s Super Bowl, namely the myriad of crypto ads. The fact that it was called “the Crypto Bowl” in the popular press speaks

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ammonium nitrate
Agriculture
CapEx Team

Two-thirds of what?

Russia produces roughly two-thirds of the world’s ammonia nitrate. Russia introduces export ban on ammonium nitrate for two months — government – Business & Economy – TASS Russia imposed a ban on ammonium nitrate export for two months, until April 2, the government’s press service said on Tuesday. “The two-month

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