the-other-side
Capitalist Viewpoints
CapEx Team

VIEW FROM THE OTHER SIDE

I go by the premise that it’s all propaganda. Within it there are inevitably some truths along with some non truths muttered by outright fabrications. Discerning which is which can be tough. Nevertheless, viewing both sides of the coin can provide some insights. With that in mind let us take a look at the Russian Ministry of Defense. They are claiming to be exposing the Bidens, George Soros, and the CDC. This is now a fact. This from the Russian

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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: What’s happening with the Russian stocks in the Insider portfolio (we would argue this part alone is well worth the proverbial price of admission for any investor), How the semiconductor industry in

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Trading
CapEx Team

CHINA

Hat tip to my buddy John Winsell Davies for sharing this with me. The China H-shares index is now trading at levels last seen in the immediate aftermath of Lehman in Q4 2008. There are a lot of companies that have been thrown out of the bath with the water. What triggered this selling could have been threats that the West would sanction China since they’re trading with Russia. Then there is the Evergrande collapse causing concerns as well. All

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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. The French leader did not name any companies and said the moves would be part of a strategy that would include delivering on his government’s campaign to overhaul energy markets

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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 at fifty basis points is throwing a ping pong ball at a freight train. Clearly the Fed are way behind the curve, which is precisely what we have been saying

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Capitalist Viewpoints
CapEx Team

AS THE INGREDIENTS GO, SO GOES…

…the business. I read a shocking thread that I share with you below. While reading through this consider the implications for the entire Silicon Valley community and growth stocks in that space. Hazard Harrington on Twitter: “I work in Big Tech. A name you would know and have probably used before. Wanted to give a rundown of what it’s like from the inside right now.” / Twitter I work in Big Tech. A name you would know and have probably

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Current Affairs/Politics
CapEx Team

Lara is on Fire

Lara Logan is a South African TV and radio journalist as well as a war correspondent. She is one fierce woman who has toured multiple war zones, personally endured horrendous treatment, and is one of the very few remaining honest journalists out there. I highly recommend watching this 10-minute clip of Lara red-pilling the media on Ukraine. The propaganda machine is in high gear. Anytime you’re allowed only one view on any given topic, you can rest assured that there is more,

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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 head of the world’s biggest asset manager. “But the Russian invasion of Ukraine has put an end to the globalization we have experienced over the last three decades.” That disconnectivity

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