Category: OWTW

OWTW
CapEx Team

You Can’t Make This Sh*t Up – OWTW

While cheerleaders of the “green economy” would have you believe that you’re either out of your mind to invest in coal… or a reader of ours (or both), this is happening in the world. You really can’t make this sh*t up. The thing that should be as exciting to you

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OWTW
CapEx Team

No Love for Commodities – OWTW

  HIGH YIELD: A LOSING PROPOSITION Take a look at this chart and then ask yourself what happens when folks wake to the reality that inflation is transitory in the same way as tofu is tasty? Suddenly, that capital seeks inflation protection, that’s what.   NO LOVE FOR COMMODITIES Now, where could

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OWTW
CapEx Team

WallStreetBets, Meet Yellowcake – OWTW

After helping push up meme stocks to the moon, WallStreetBets has now zeroed in on an unlikely target: uranium. Yes, you read that right! If you are a long-time reader, uranium has probably been on your radar for a while (in Insider we first dipped our toes in uranium stocks

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OWTW
CapEx Team

Bargains in a Bubbly World – OWTW

📦  ANOTHER “TRANSITORY” ISSUE THAT WASN’T Turns out the supply chain shortages that have been plaguing the global economy for the last 12-ish months aren’t as “transitory” as we were told all this time. Who woulda thunk it? If you’re a long-time reader, this shouldn’t come as a surprise. It’s something

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OWTW
CapEx Team

The Biggest Bubble of All Time – OWTW

At the risk of sounding like a broken record, we remind folks of one of the grandest bubbles of all time, one that we have been positioning for: an unwind of the value of financial assets relative to hard assets. It is so easy to see the bubble. But waiting

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OWTW
CapEx Team

The Greatest Error in History – OWTW

The following quote from John Hussman caught our attention (h/t to @SeekerRisk for the annotated chart): With that in mind, we often get asked the question along the lines of, “Markets seem over extended. How about buying some puts to provide downside protection?” We always encourage folks to stick with their

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OWTW
CapEx Team

The Most Terrifying Map in the World – OWTW

If there ever was a time when you could see a trend solidly in motion, now is it. 💻  TO TECH, OR NOT TO TECH? Staying with China for another moment… sometimes knowing where not to be is just as important as knowing where to be. After all, all investments are

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OWTW
CapEx Team

💰 The tale of two ETFs – OWTW

🖥️  LONG TECH STOCKS = LONG BONDS Morgan Stanley is echoing our thoughts on the relationship between bonds and tech. To us this highlights how interlinked many markets are and how the general stock market (with its huge weighting in tech/growth stocks) is probably not a great hedge against inflation. From

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