Tag: China

OWTW
CapEx Team

✍️ “Will you sign my boobs?”

Long-time readers will be familiar with some of the contrarian indicators we discussed here over the years. Things like magazine covers and ETF listings (and also de-listings) that — more often than not — do a fantastic job capturing the market zeitgeist. Just as importantly, they also tend to be

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OWTW
CapEx Team

Coal: Sold Out – OWTW

Not really what you’d expect from a resource that’s supposedly on the way out, is it? “It’s pretty much sold out,” Peabody Chief Executive Officer Jim Grech said Thursday during a conference call. “We only have a small portion left to be sold for 2022 and for 2023.” Arch’s thermal

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Energy
Chris MacIntosh

How China is Capturing Global Energy Market Share

I watched with amusement as a man who goes by the name of Xi addressed the United Nations telling them to do more to combat “climate change”. “We aim to have CO2 emissions peak before 2030 and achieve carbon neutrality before 2060.” Unsurprisingly CNN, CNBC and the BBC dutifully published

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Coronavirus. Listen in to what the professionals are doing

Chris MacIntosh, Brad McFadden principal at Glenorchy Capital and co-editor of Insider at capitalist exploits, Harris (Kuppy) Kupperman from Praetorian Capital, Mike Alkin and his lead analyst Tim Chilleri from Sachem Cove partners, and last but certainly not least, Tim Staermose author of the 4th Pillar at Sovereignman take you through our thoughts on the likely outcomes of Covid-19.

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Hong Kong, We Will Miss You

The Hong Kong of today won’t be the Hong Kong of tomorrow. Now, I know what some of you are going to say. That Hong Kongers are just money grubbing, fast moving, fast eating, efficiently evolved economic animals. There is a nugget of truth in that. It’s what happens when

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Weekly Recap
Chris MacIntosh

Thank God For “Mail”

Mail thinks this is junk. Mail is smart. I propose we put “mail” onto Goldman, who it’s nice to see are squirming over the seemingly unimaginable fraud which they actively assisted in perpetrating robbing the 1MDB Malaysian sovereign wealth fund of some $5 billion. If you think Way Gilstrap (above)

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