Category: OWTW

OWTW
CapEx Team

The Blow Off Top of Socialism

Right now, the Western world is going through what we call a blow off top of socialism, whereby the pillars of Western civilization completely blow their credibility. The media, the legal system, the healthcare system and officials, the financial institutions, and of course, the government. As you can imagine, this

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OWTW
CapEx Team

How do you say “stupid” in German?

  MAGAZINE COVERS STRIKE AGAIN Ah, what would we do without magazine covers? We previously highlighted a number of instances where a mere glance at the newsstands could have alerted you to major market turning points. From a pick up in inflation that blindsided the pointy shoes to the fall of

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OWTW
CapEx Team

Old DNA, New DNA

  WHEN YOU FIND YOURSELF IN A HOLE… When you find yourself in a hole, the popular saying goes, stop digging. Not the European pointy shoes, though. They start digging even faster: In fairness, it’s not just the EU. Across the Atlantic, we have this: As we commented in a recent

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OWTW
CapEx Team

Time to Get Greedy?

  EXXON… OR ZOOM? Back in November 2020 we published an issue of Insider Weekly where we made our case for Exxon Mobil: It’s trading at the same level it was some 22 years ago, booted from the Dow, seemingly uninvestable (try to convince a pension fund board of trustees to buy Exxon),

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OWTW
CapEx Team

Time to buy stocks?

The “popular press” tells us it’s time to buy stocks… But is it really? We highlighted Apple as an example in last week’s Insider Weekly. By all respects, Apple is a great company. Lately it looks like the dish served is apple crumble. Bottom fishing investors are screaming it’s a buy.

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OWTW
CapEx Team

Tech stocks: avoid the undertow – OWTW

Looking at the carnage in “growth” stocks, it feels like it was eons back when our friend Kuppy warned just a few weeks ago (on 25 April to be exact) about the undertow building up in the tech market: The tech sector has an undertow to it. It started slowly in 2021,

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OWTW
CapEx Team

Netflix: It’s a b**ch – OWTW

“It’s a b**ch.” That’s how Netflix CEO Reed Hastings reportedly commented on the turn of faith for one of the growth darlings. We imagine Bill Ackman had similar things to say. Thankfully, he quickly came to his senses and walked away — $400 million lighter, but he did manage to walk away.

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Social Unrest: Coming to a City Near You – OWTW

  NEW PODCAST WITH CHRIS Last week, Chris was on George Gammon’s Rebel Capitalist Show to discuss the current macroeconomic environment and how to stay ahead of the curve as an investor. As always, they covered a lot of ground. But to give you a bit of an appetizer, Chris explained:

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