THE COMING FAMINE AND LIES YOU’LL BE TOLD
inflation
CapEx Team

THE COMING FAMINE AND LIES YOU’LL BE TOLD

Long-time readers will recall that we laid out why it was that we’d have food shortages well BEFORE the Ukraine conflict. The reasons were: Lockdowns massively impacted supply chains and governments forced closure of food distribution outlets. Everything from butchers, to bakers and of course delis, restaurants, hotels, etc. For instance, in the US this accounted for roughly 30% of food consumption. Those farmers that supplied these outlets that were miraculously deemed “unsafe” and “not critical services” were left with

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xi jinping China's guy
inflation
CapEx Team

WHEN DOES CHINA PULL THE RUG?

Remember how we just discussed the funding of the profligate US government? Let’s take a look at how bad things are. Here’s the current budget deficit. The blue is good and the orange is bad. You can see a lot of orange, and after 2008 things have been decidedly “orange.” Since there is no actual cash in the piggy bank the US government has to borrow it. Meanwhile, debt spirals higher. Total US debt now tops $90 trillion with unfunded

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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 journalists. “Scandinavian countries are unfortunately almost like guesthouses for terrorist organizations. PKK and DHKP/C are nested in Sweden and the Netherlands. And I’m going even further, in their parliaments,” he

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OWTW
CapEx Team

Time to Get Greedy? – OWTW

  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), and sitting on the same market cap as Zoom. Absolutely “nucking futs!” Our head trader, Brad McFadden, chimed in with a story to illustrate the point: When I was a

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OWTW
CapEx Team

Time to buy stocks? – OWTW

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. And its short-term chart does make it look somewhat attractive. Now let’s zoom out a little. Here’s Apple going back to 2012. Still think it’s a screaming buy? We picked

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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, but as more names get swept out to sea, the strength of the undertow only grows. One down quarter is a tragedy for a fund. Two in a row and

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Capitalist Viewpoints
CapEx Team

EUROPE, DRY SHIPPERS LOVE YOU

The EU formally adopted the fifth round of sanctions against Russia last week. In essence, it targets Russia’s coal sector. European companies will no longer be able to enter into new agreements to purchase coal from Russia, and any existing contracts will have to be terminated during early August. So Europe has four months to find alternative coal sources. In addition, fertilizers are also facing similar restrictions. For Europe to replace Russian coal, trade flows will need to change and

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Current Affairs/Politics
CapEx Team

DUBAI

As far as I can tell the Emirates are doing everything in their power to open this place up and make it more attractive. Two examples of many: Dubai Land Department makes all real estate data publicly available as it strengthens transparency – Arabian Business UAE Cabinet approves Executive Regulations of Federal Decree-Law on Entry and Residence of Foreigners I’d encourage you to read through both. Perhaps especially the second one. Now contrast this with what we’re seeing in many

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