Category: Insider

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,

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LME Trading, nickel trading,
Insider
CapEx Team

FOTZE AND THE DEATH OF THE LME

When I was 20 something I had a buddy who worked as a derivatives trader over at Deutsche Bank in the City of London. He was from the East End of London, but in his team he was surrounded by three Germans. As such he picked up a lot of

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Healthcare
CapEx Team

FOLLOWING THE MONEY

Covid fraud again. I know, I know. We’re sick to death of it (no pun intended), but deal with it we must. The impact going forward of the now increasingly irrefutable and hard to hide damage being done by these “vaccines” as we’ve come to hear of them, even though

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bank assets, currency, central bank
Currency
CapEx Team

Can’t Access It? Don’t Own It

In a stunning move, the Sleepy Joe administration woke up, stumbled out of bed, and in what is unfortunately now characteristic they promptly froze the central bank’s assets of one of the world’s foremost military and nuclear-armed powers. This is how it was described in the WSJ article: Many economists

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Insider
CapEx Team

LONG DEATH

While correlation doesn’t always equal causation… It’s morbid AF to have a “long death” portfolio, but if people are dying, people are dying. And we’d wish for them and their loved ones to have as dignified an experience as one can get in such shitty conditions. Funeral homes — a

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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

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fertilizer inflation, food inflation
inflation
CapEx Team

FERTILIZER CRISIS ABOUT TO BECOME A FOOD CRISIS

Don’t underestimate this fertilizer/agriculture fiasco. It is going to be far more severe and prolonged than what the vast majority has led themselves to believe. As Europe’s farmers prepare to spread fertilizers on fields after winter, sky-high nutrient prices are leaving them little choice but to use less and try

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Energy
CapEx Team

WHERE’S IT GONNA COME FROM?

Stop staring at your gains from the energy stocks for a second here. Take a seat in a nice quiet place and ask yourself this one really simple question: if oil demand continues to grow at ~1 million b/d for the next 8-10 years, where is the oil supply coming

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