Category: OWTW

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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OWTW
CapEx Team

Cues from the Super Bowl – OWTW

We argued before in these missives that magazine covers are one of the best contrarian indicators out there. This time around, we take our cues from last weekend’s Super Bowl, namely the myriad of crypto ads. The fact that it was called “the Crypto Bowl” in the popular press speaks

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OWTW
CapEx Team

“We’re out of everything” – OWTW

  PUTTING THE DOT IN DOT-COM If you’ve been around during the dot-com craze, you’ll remember market darling Sun Microsystems. “We put the dot in dot-com” was their marketing slogan. As it turned out, they really did put the dot in dot-com (though not in the way they’d probably hoped). This

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OWTW
CapEx Team

A lesson from Japan – OWTW

  IT’S BACK! The Big Question podcast is back! After a four-year hiatus (can you believe it’s been that long?), Chris sat down with oil analyst Tracy Shuchart (@chigrl) to discuss opportunities in energy and commodities. Tracy is an oil analyst by trade, but her independent thought and fearlessness of digging

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OWTW
CapEx Team

$2,000 Coat Rack – OWTW

The meltdown in popular growth/tech stocks continues. As you probably know, the ARK Innovation ETF — the barometer of the “growth” movement — got slashed in half in recent months. But the pain doesn’t end there. One of the best examples of the tech craze must be Peloton, the firm

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OWTW
CapEx Team

Don’t Write Off Gold Just Yet – OWTW

  R.I.P. OIL? The reports of my death have been greatly exaggerated. To riff off of this popular quote, reports about the (imminent) “death” of oil in the mainstream press have been greatly exaggerated, too. For a few years now, we were among the few contrarian voices saying the coming bull

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OWTW
CapEx Team

Like Saudi Arabia Banning Oil Exports – OWTW

  IT DIDN’T TAKE LONG It was just last week when we commented on the social unrest over in Kazakhstan and said that Russia wouldn’t be the only major player to jump into the fray: China just spent nearly $28 billion securing those commodities (mostly oil and gas but also uranium)

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