Category: Current Affairs/Politics

Current Affairs/Politics
CapEx Team

HOW ARE WE SPLITTING?

Much has been said about Klaus and his gang. The “New World Order” is being fought for right now. In times of upheaval like now we bipeds revert to tribalism. As such for the past 2+ years I’ve been spending a decent amount of time researching history and old maps,

Read More »
Capitalist Viewpoints
CapEx Team

TRIBALISM

Human beings are wired for connection. Having strong communities in which members looked out for each other is what kept our ancestors alive, and connection is still key to our well-being. We want to feel a sense of belonging within a group of people who share our values — whether

Read More »
contagion, economy
Current Affairs/Politics
CapEx Team

Contagion

Everything is too interconnected. We showed you neon last week. Without it we can’t make semiconductors. Without semiconductors we don’t get much of anything these days. Then we have energy. Whoo boy! I won’t rehash what you already know well by now. Going into this fiasco we had a massive

Read More »
Banking
CapEx Team

ONLY ONCE

Can you do this: removing Russia’s central bank and a number of other commercial banks from the SWIFT payment messaging system. That’s what just happened. This is the weaponisation of money on this scale we’ve never seen before. Why do I say this? Because the second-order effects are that the

Read More »
russia, ukraine
Current Affairs/Politics
CapEx Team

WHAT ISN’T BEING TALKED ABOUT

This edition is probably the beastiest we’ve produced. Late nights, phone calls, research into the wee hours, you name it. It is hard not to feel overwhelmed. We feel fortunate we’ve been watching much of this for decades now, so the ability to parse information and understand it within context

Read More »
Current Affairs/Politics
CapEx Team

RUSSIA: SANCTION ITS EXPORTS AT YOUR PERIL

By now you might be thinking we are “pro-Russia”. Nothing of the sort. In essence, what we are trying to do is point out how Russia is way more important to the world economy than it was some 20 years ago. To embargo or limit Russia’s exports will only lead

Read More »
Current Affairs/Politics
Chris MacIntosh

LTCM, The GFC and Covid-19. THIS Connects all Three

“It is the certainty that they possess the truth that makes men cruel. -Anatole France, novelist, essayist, Nobel laureate (1844-1924)” LTCM You may not remember it but for finance geeks we either remember, or have heard of the debacle that was the giant bond trading hedge fund Long Term Capital

Read More »