Tag: Insider Weekly

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

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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

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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,

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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

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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

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bank assets, currency, central bank
Currency
CapEx Team

Can’t Access It? Don’t Own It

In a stunning move, the Sleepy Joe administration woke up, stumbled out of bed, and in what is unfortunately now characteristic they promptly froze the central bank’s assets of one of the world’s foremost military and nuclear-armed powers. This is how it was described in the WSJ article: Many economists

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Banking
CapEx Team

ONLY ONCE

Can you do this: removing Russia’s central bank and a number of other commercial banks from the SWIFT payment messaging system. That’s what just happened. This is the weaponisation of money on this scale we’ve never seen before. Why do I say this? Because the second-order effects are that the

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russia, ukraine
Current Affairs/Politics
CapEx Team

WHAT ISN’T BEING TALKED ABOUT

This edition is probably the beastiest we’ve produced. Late nights, phone calls, research into the wee hours, you name it. It is hard not to feel overwhelmed. We feel fortunate we’ve been watching much of this for decades now, so the ability to parse information and understand it within context

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