Tag: Insider Weekly

Insider
CapEx Team

LONG DEATH

While correlation doesn’t always equal causation… It’s morbid AF to have a “long death” portfolio, but if people are dying, people are dying. And we’d wish for them and their loved ones to have as dignified an experience as one can get in such shitty conditions. Funeral homes — a

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fertilizer inflation, food inflation
inflation
CapEx Team

FERTILIZER CRISIS ABOUT TO BECOME A FOOD CRISIS

Don’t underestimate this fertilizer/agriculture fiasco. It is going to be far more severe and prolonged than what the vast majority has led themselves to believe. As Europe’s farmers prepare to spread fertilizers on fields after winter, sky-high nutrient prices are leaving them little choice but to use less and try

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Energy
CapEx Team

WHERE’S IT GONNA COME FROM?

Stop staring at your gains from the energy stocks for a second here. Take a seat in a nice quiet place and ask yourself this one really simple question: if oil demand continues to grow at ~1 million b/d for the next 8-10 years, where is the oil supply coming

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insurers vs big pharma
Insider
CapEx Team

Insurers VS Pharma

“Fascism should more properly be called corporatism since it is the merger of the state and corporate power.” – Benito Mussolini Let’s go through insurers. This is important because it provides us with some means to understand a potential road map of how we’re likely to see all of this play

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backfiring
Bitcoin
CapEx Team

Backfiring

GiveSendGo CEO Sends Gateway Pundit Exclusive Statement: Fundraising Platform Sees MASSIVE Surge in Traffic and One Million in Donations to Canadian Truckers in 12 Hours! – Relentless DDOS Bot Attacks But it didn’t end there: Trudeau vows to freeze anti-mandate protesters’ bank accounts – BBC News The gloves are now

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ammonium nitrate
Agriculture
CapEx Team

Two-thirds of what?

Russia produces roughly two-thirds of the world’s ammonia nitrate. Russia introduces export ban on ammonium nitrate for two months — government – Business & Economy – TASS Russia imposed a ban on ammonium nitrate export for two months, until April 2, the government’s press service said on Tuesday. “The two-month

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Climate Change
CapEx Team

NOT GOING AWAY

Not a week goes by without some suit being trotted out on CNBC, MSN, or some such propaganda outlet to most earnestly — with furrowed brow and stern expression — explain to us that yes, the end of fossil fuels is now here. Not coming, not a future inevitably, but

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electric vehicles, EVs, wind turbines
Climate Change
CapEx Team

GIRD YOURSELF FOR THE GRID

Here’s a fun EV fact. To match the 2,000 cars that a typical filling station can service in 12 hours, an EV charging station requires 600 50-kW chargers at an estimated cost of $24 million and a supply of 30 megawatts of power from the grid. For. Each. Filling. Station.

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