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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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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