Author: CapEx Team

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CapEx Team

Back to the Dark Ages – OWTW

  CRAZY OR…? As you probably know, things have been a little shaky over in the “growth” world recently. So much so that ARK’s Cathie Wood — the poster child of the “growth” wave — suggested these stocks were now deep value (yes, really!). But fear not! According to Wood, they

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OWTW
CapEx Team

Beware the Hype – OWTW

The below list (h/t to @silverguru22) caught our attention this week. It shows the performance — or rather underperformance — of the stocks CNBC host Jim Cramer urged the unsuspecting rubes investors to buy earlier this year. Most of these stocks were high-flying “growth” names completely disconnected from fundamentals. Not that that

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CapEx Team

Ghosts of the Dot-Com Bubble – OWTW

Our friend Tim Staermose shared this chart in the Hedgie Watercooler Telegram group (click here to get free access to the group). After mimicking the Nasdaq during the dot-com boom, Cathie Wood’s ARK Innovation ETF (ARKK) — the poster child of the current growth wave — seems to be also following

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CapEx Team

Time to Retire? OWTW

High up in their ivory towers, the pointy shoes just realized what most of us have known for some time — high inflation is not as transitory as they have spent months convincing us. Quite a 180 from earlier this year: Federal Reserve Chairman Jerome Powell said prices would rise this

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CapEx Team

Let them eat… soy – OWTW

  URANIUM: NO LONGER THE KODAK OF ENERGY When we first started pounding the table on uranium years ago, the yellowcake was the Kodak of energy. Dead. Here’s how Chris captured the sentiment around uranium at the time: Right now the uranium price is so depressed that it will require a near

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CapEx Team

The Next Tesla – OWTW

Last week we highlighted a SPAC merger deal involving an electric vehicle startup and a lingerie maker as a sign of how out of whack the market is right now. Well, this week we bring you another head scratcher: Rivian, a high-flying EV company pimped as the next Tesla. After

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