Author: CapEx Team

Current Affairs/Politics
CapEx Team

UKRAINE PLAY?

I received a query from a subscriber as per below: Trade idea: After the war in Ukraine subsides, we’ll likely see a huge injection of capital to rebuild the bombed cities. Is there a micro play here on a few larger Ukrainian construction / raw materials / home builders that

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inflation
CapEx Team

NEW RULES. NO RULES

For most of us we’ve not lived in this sort of environment before — one where all that we’ve trusted is shattered. There is momentous change taking place right now. Let us cover some ground here just to see how far things have come so that we don’t delude ourselves.

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the-other-side
Capitalist Viewpoints
CapEx Team

VIEW FROM THE OTHER SIDE

I go by the premise that it’s all propaganda. Within it there are inevitably some truths along with some non truths muttered by outright fabrications. Discerning which is which can be tough. Nevertheless, viewing both sides of the coin can provide some insights. With that in mind let us take

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Social Unrest: Coming to a City Near You – OWTW

  NEW PODCAST WITH CHRIS Last week, Chris was on George Gammon’s Rebel Capitalist Show to discuss the current macroeconomic environment and how to stay ahead of the curve as an investor. As always, they covered a lot of ground. But to give you a bit of an appetizer, Chris explained:

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Trading
CapEx Team

CHINA

Hat tip to my buddy John Winsell Davies for sharing this with me. The China H-shares index is now trading at levels last seen in the immediate aftermath of Lehman in Q4 2008. There are a lot of companies that have been thrown out of the bath with the water.

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No love for Greta? – OWTW

  STRAIGHT OUT OF VENEZUELA’S PLAYBOOK The following sounds like something you’d expect of Venezuela. Sadly, it is France (we double checked, just to be sure): French President Emmanuel Macron said the state will need to take control of some firms in the energy sector in a plan to bolster the country’s independence.

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Capitalist Viewpoints
CapEx Team

PROBABILITY TELLS US

That we’re gonna crash. You will by now have noted that the pointy shoes at the Fed hiked rates by 25 basis points. As my buddy Tony Greer pointed out: The last time we saw inflation at these levels, Fed Funds ratcheted to 15% to cool things down. Fed Funds

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Capitalist Viewpoints
CapEx Team

AS THE INGREDIENTS GO, SO GOES…

…the business. I read a shocking thread that I share with you below. While reading through this consider the implications for the entire Silicon Valley community and growth stocks in that space. Hazard Harrington on Twitter: “I work in Big Tech. A name you would know and have probably used

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