Tag: energy

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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Energy
CapEx Team

I HATE BEING RIGHT

No, really. Especially about crappy things like this. But here we are and the pointy shoes in Berlin have a solution to their self-inflicted energy catastrophe. You wanna know what it is? Nationalize their energy assets. I know, I know… it’s what Venezuala did and it’s been tried and tested

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Capitalist Viewpoints
CapEx Team

The Road to Zero

Human beings — regardless of race, religion or culture — like to embrace any belief that is absolute. This is because absolute beliefs are simple, easy to comprehend, and false positives that offer us a false sense of security. If we come to believe that a particular idea, place, or

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Currency
CapEx Team

EU TO BLOCK RUSSIAN COAL

So the EU, already in the middle of the worst energy crisis since the Arab oil crisis and likely worse, is now pushing to eliminate imports of Russian coal. Just so you understand the importance of Russian coal to Europe… Some 70% of Europe’s thermal coal comes from Russia. Coal accounts

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Podcast
CapEx Team

BQP 052: Tracy Shuchart

Join Chris MacIntosh as he chats with Tracy Shuchart, one of the sharpest oil analysts around, to discuss what’s in store for the energy sector.

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Energy
Chris MacIntosh

The Hidden Cost of Rising Rates

The world has become used to cheap money. That paradigm is about to change, and the implications for the US dollar and certain commodities will be enormous.

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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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