Category: OWTW

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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No love for Greta? – OWTW

  STRAIGHT OUT OF VENEZUELA’S PLAYBOOK The following sounds like something you’d expect of Venezuela. Sadly, it is France (we double checked, just to be sure): French President Emmanuel Macron said the state will need to take control of some firms in the energy sector in a plan to bolster the country’s independence.

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OWTW
CapEx Team

The end of globalization – OWTW

We can’t remember when was the last time we agreed with BlackRock’s Larry Fink, but he’s right — we’re witnessing an incredible and rapid end of globalization. This is from MarketWatch: “I remain a long-term believer in the benefits of globalization and the power of global capital markets,” said the

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OWTW
CapEx Team

50 Shades of Green – OWTW

The following sheds some light on how delusional resource intensive the transition to the green economy is. But wait, there’s more: Despite what the pointy shoes are saying, the whole “green revolution” is anything but green. In fact, they’re bound to do the following: Destroy the environment Create shortages Destroy free markets

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OWTW
CapEx Team

Brace for a food crisis – OWTW

  MEET HUGO The 1921-1923 hyperinflation in Germany and Austria was blamed on the 1918 Spanish Flu. The 202X hyperinflation will be blamed on Covid-19. History is repeating itself. For some inspiration, it’s worth revisiting one Hugo Stinnes. Hugo was a cunning bugger who became Germany’s richest man during the 1920s. Now,

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OWTW
CapEx Team

Russia: Careful what you wish for – OWTW

This week’s issue will be a bit different than usual. We’re sharing with you an excerpt from our latest Insider Weekly that looks under the hood (bonnet, for our British readers) of the economic measures against Russia. The pundits are rushing to tell us that the way to stop Russia’s aggression is

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