inflation
Capitalist Viewpoints
CapEx Team

FOOD

German retailer Aldi Nord to raise prices by 20-50% on Monday German retailer Aldi Nord will raise its prices by an average of 20-50% due to an increase in production costs, local media reported on Sunday. From Monday onwards, meat, sausage products, and butter will be “significantly more expensive,” a company spokesman told German press agency DPA, adding that the price hikes in various products were necessary due to the rise in manufacturing costs. And boom! Overnight, food prices are rising

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Current Affairs/Politics
CapEx Team

UKRAINE PLAY?

I received a query from a subscriber as per below: Trade idea: After the war in Ukraine subsides, we’ll likely see a huge injection of capital to rebuild the bombed cities. Is there a micro play here on a few larger Ukrainian construction / raw materials / home builders that are most probable to benefit from the larger share of this cash injection? @lucas maybe this is worth discussing with Chris and Brad now rather than waiting for the next

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inflation
CapEx Team

NEW RULES. NO RULES

For most of us we’ve not lived in this sort of environment before — one where all that we’ve trusted is shattered. There is momentous change taking place right now. Let us cover some ground here just to see how far things have come so that we don’t delude ourselves. In times of exponential change it is better to be faster than it is to be precise. In essence speed trumps finesse. Part of a disturbing trend over the last

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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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