Author: CapEx Team

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CapEx Team

COMMODITY BULL: JUST BEGINNING

Every great bear market in commodities was preceded by raging capex. Sure, commodity prices have gone up a bit, but have we seen miners and oilers bring out their capex cheque books? Nope. Nothing is ever perfect but the chart below gives you a fairly good idea that higher commodity

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THE COMING FAMINE AND LIES YOU’LL BE TOLD
inflation
CapEx Team

THE COMING FAMINE AND LIES YOU’LL BE TOLD

Long-time readers will recall that we laid out why it was that we’d have food shortages well BEFORE the Ukraine conflict. The reasons were: Lockdowns massively impacted supply chains and governments forced closure of food distribution outlets. Everything from butchers, to bakers and of course delis, restaurants, hotels, etc. For

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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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The Push and Pull in EUROPE Is Getting Intense

Key NATO member against Sweden and Finland in bloc — RT World News “We are currently following the developments regarding Sweden and Finland [joining NATO], but we are not favorable towards it. At this point, it is not possible for us to have a positive approach,” the Turkish president told

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OWTW
CapEx Team

Time to Get Greedy?

  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?

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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OWTW
CapEx Team

Tech stocks: avoid the undertow – OWTW

Looking at the carnage in “growth” stocks, it feels like it was eons back when our friend Kuppy warned just a few weeks ago (on 25 April to be exact) about the undertow building up in the tech market: The tech sector has an undertow to it. It started slowly in 2021,

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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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