Petroleum was most used energy source in 2020
OWTW
CapEx Team

Going Green? Not So Fast! – OWTW

♻️  GOING GREEN? NOT SO FAST! People with experience in politics and none in business tell us oil and gas and coal are energy sources of the yesteryear and we’re instead “going green.“ Not to be a wet blanket, but here’s where our energy currently comes from: We’re being told those tiny slivers of yellow and blue will power everything by 2030. Hmm… 🌎 DECARBONIZATION: THAT DOG WON’T HUNT Then there’s another “tiny” obstacle standing in the way of the world

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Risk, Loss, And The Butcher Of Prague

In this line of work I have been fortunate to meet some of the most interesting and intelligent folks to walk this planet. One such gent I’ve more recently had the pleasure of speaking with on a regular basis is the extraordinarily eloquent mind of Tim Price of Price Value Partners. Some time ago Tim wrote this piece I’d like to share with you. It is as extraordinarily timely right here, right now. This is not some game. You get

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Financial Markets
Chris MacIntosh

One More Reason To Go East

Thousands of listed companies are being told to get woke, or else. Nasdaq is yet another player in an ever growing list of Western Corporates to cave to the new religion… increasing the appetite for capital to go East, where it is treated better.

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Agriculture
Chris MacIntosh

Billionaires Piling into A Simple Trade

John Malone is the latest high profile investor to enter into agriculture, a sector which has been historically difficult to predict, but which now presents a mother of an asymmetric opportunity. We take you through our thesis, and discuss how to invest for higher food prices.

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