Category: Capitalist Viewpoints

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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Capitalist Viewpoints
CapEx Team

The Road to Zero

Human beings — regardless of race, religion or culture — like to embrace any belief that is absolute. This is because absolute beliefs are simple, easy to comprehend, and false positives that offer us a false sense of security. If we come to believe that a particular idea, place, or

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Capitalist Viewpoints
CapEx Team

ANGLOS: GO WOKE, GO BROKE!

Remember last year when Anglos got rid of their thermal coal assets in South Africa, doing the “woke politically correct” thing. Well, what another brilliant wealth-creating exercise. Look at what has happened to the coal “assets” (more like liabilities in Anglo’s eyes): Oh, my gracious! Look at the valuations and

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inflation
Capitalist Viewpoints
CapEx Team

FOOD

German retailer Aldi Nord to raise prices by 20-50% on Monday German retailer Aldi Nord will raise its prices by an average of 20-50% due to an increase in production costs, local media reported on Sunday. From Monday onwards, meat, sausage products, and butter will be “significantly more expensive,” a

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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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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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UAE
Capitalist Viewpoints
CapEx Team

UAE

On the topic of the “world splitting”… you know my thinking. Collectively trying to get a dozen friends together to agree on what movie to watch can be challenging. Trying to get the entire world to follow Klaus Schwab’s twisted agenda was always going to be difficult. Certainly it seems

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