Category: Insider

Insider
CapEx Team

WHO? THIS IS WHO NOT!

Jair Bolsonaro… Brazil will not sign the WHO Pandemic Treaty. “National sovereignty is not something to be handed over to WHO or other entities and to be renounced just to join a club of seemingly advanced nations”… Who else? Russia takes first steps to withdraw from WTO, WHO The Russian government is

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Nato 1998 compared to now
inflation
CapEx Team

THE COMING WAR (NOT UKRAINE VS. RUSSIA)

In 1997, geopolitical advisor to David Rockefeller, Zbigniew Brzezinski, wrote a book, in called “The Grand Chessboard.” The book is particularly interesting as it shows the thinking of the Rockefeller empire in regards to Eurasia. Consider the following, which provides some insight into their view of Eurasia and how to

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Best time to invest
Insider
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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ankara
Current Affairs/Politics
CapEx Team

THANK YOU, NATO

The reason to consider Turkey is because, as we move into a time of increased uncertainty, and with the power vacuum left by the United States, I believe Turkey will once again become a key player. Not many Westerners seem to consider Turkey, which I find odd given its geographical

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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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