Tag: Russia

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

Read More »
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

Read More »
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

Read More »
Current Affairs/Politics
CapEx Team

RUSSIA: SANCTION ITS EXPORTS AT YOUR PERIL

By now you might be thinking we are “pro-Russia”. Nothing of the sort. In essence, what we are trying to do is point out how Russia is way more important to the world economy than it was some 20 years ago. To embargo or limit Russia’s exports will only lead

Read More »

Did The Left Just Hand Trump The Next Election?

Two events. Unrelated. Both jet fuel to Trump’s 2020 campaign. Black Privilege Walking the frigid streets of Chicago mid winter in a polar vortex is, I would imagine, uncomfortable. So even if you were some rabid racist, gay hating Neanderthal swaggering about with a bottle of bleach you’d think twice

Read More »
Global Trends
Chris MacIntosh

NATO Is Obsolete – How It’s Coming to an End & What It Means

After the Nazis were finally beaten and the little man with the pedophile moustache had done what he should have done a couple of decades prior (kill himself), there existed a new threat: Communist expansion into Europe. And so to counter this, the United States and what was at the

Read More »
Financial Markets
Chris MacIntosh

Pop Quiz: What’s The Most Asymmetric Energy Play?

First, some fun facts regarding the Pareto distribution: Business: the top few customers account for a bulk of the profits Insurance: a small number of big claims account for a bulk of payments Settlement: a small number of cities include a bulk of the population Languages: the most frequent words

Read More »