Healthcare
CapEx Team

GOT YOUR VITAMINS?

Second order effects of this incredible and rapid de-globalisation taking place. Did you know (I didn’t) that China and the EU are about 60/40 for global market share of vitamin E production? Take a look at this breakdown: EU has 65% of A, and CN/EU/IN split B3 about equally. China is dominant in: 100% for B7, B12, and B9 93% for D3 90% for B1 and B6 85% for C 80% for B5 65% for K 50% for B2 The

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UAE
Capitalist Viewpoints
CapEx Team

UAE

On the topic of the “world splitting”… you know my thinking. Collectively trying to get a dozen friends together to agree on what movie to watch can be challenging. Trying to get the entire world to follow Klaus Schwab’s twisted agenda was always going to be difficult. Certainly it seems Putin is no longer in the club. If he ever was I’ve no idea. The sanctions and freezing of assets of anyone with a bottle of vodka and a penchant

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Current Affairs/Politics
CapEx Team

HOW ARE WE SPLITTING?

Much has been said about Klaus and his gang. The “New World Order” is being fought for right now. In times of upheaval like now we bipeds revert to tribalism. As such for the past 2+ years I’ve been spending a decent amount of time researching history and old maps, which often show us the faultlines of tribalism. Religion, ethnicity, and language all acting as primitive fault lines. It has been my belief that these old fault lines would arise

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LME Trading, nickel trading,
Insider
CapEx Team

FOTZE AND THE DEATH OF THE LME

When I was 20 something I had a buddy who worked as a derivatives trader over at Deutsche Bank in the City of London. He was from the East End of London, but in his team he was surrounded by three Germans. As such he picked up a lot of their lingo, and it seemed to me that he’d perfected the guttural cursing of his fellow traders. His favourite word — one he used for everything, from a bad chicken

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OWTW
CapEx Team

50 Shades of Green – OWTW

The following sheds some light on how delusional resource intensive the transition to the green economy is. But wait, there’s more: Despite what the pointy shoes are saying, the whole “green revolution” is anything but green. In fact, they’re bound to do the following: Destroy the environment Create shortages Destroy free markets and price discovery Increase the cost of living Impoverish people (unless you sit on the boards of “green” companies) Chris dedicated an entire article to this very topic (and how

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Healthcare
CapEx Team

FOLLOWING THE MONEY

Covid fraud again. I know, I know. We’re sick to death of it (no pun intended), but deal with it we must. The impact going forward of the now increasingly irrefutable and hard to hide damage being done by these “vaccines” as we’ve come to hear of them, even though they’re not vaccines, is potentially profound. What probabilities lie ahead? What second and third order consequences should we consider? These are some of the questions that we must ask ourselves.

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Capitalist Viewpoints
CapEx Team

TRIBALISM

Human beings are wired for connection. Having strong communities in which members looked out for each other is what kept our ancestors alive, and connection is still key to our well-being. We want to feel a sense of belonging within a group of people who share our values — whether that’s sports fans, a farming community, political party, or Swifties (Taylor Swift fans, if you haven’t heard). Unfortunately, however, we are also wired to defend our own groups and demean

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contagion, economy
Current Affairs/Politics
CapEx Team

Contagion

Everything is too interconnected. We showed you neon last week. Without it we can’t make semiconductors. Without semiconductors we don’t get much of anything these days. Then we have energy. Whoo boy! I won’t rehash what you already know well by now. Going into this fiasco we had a massive issue with respect to decades of falling capex in the energy space. Then we had Covid lockdowns which continue to impact both supply and especially supply chains, and now… we

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