Category: Uncategorized

The Push and Pull in EUROPE Is Getting Intense

Key NATO member against Sweden and Finland in bloc — RT World News “We are currently following the developments regarding Sweden and Finland [joining NATO], but we are not favorable towards it. At this point, it is not possible for us to have a positive approach,” the Turkish president told

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Uncategorized
CapEx Team

Central bank hubris bubble: finally bursting? – OWTW

🤔 WHAT TO DO? With bonds cracking this year… We wanted to share some thoughts around a question we got from a client the other day. It went something like this: I’ve got this money sitting with XYZ, and it’s basically in a 60/40 equity-bond split. I’m down a lot

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Capitalist Viewpoints
CapEx Team

PROBABILITY TELLS US

That we’re gonna crash. You will by now have noted that the pointy shoes at the Fed hiked rates by 25 basis points. As my buddy Tony Greer pointed out: The last time we saw inflation at these levels, Fed Funds ratcheted to 15% to cool things down. Fed Funds

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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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Accessing The World’s Most Challenging Projects

The real risk to projects in the extractive industries are typically not below the ground… If we are going to be able to differentiate ourselves and produce a strategic competitive advantage the skill set is in operating in difficult environments. Tom Mills Works with Two Oceans Strategy Tom Mills is

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You Get What You (Deserve) Pay For!

 I like to limit my daily/weekly reading to a few key publications. Information overload is all too common these days, and much of it is worth what you pay for it, frankly. However there are exceptions. Paul Rosenberg, editor of the Freeman’s Perspective is a guy I pay attention to

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