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The Perfect Storm
Colliding Global Cycles
Sep 16
•
Capitalist Exploits
13
1
Hong Kong Small Caps?
"Hello, is there anybody out there?" Hong Kong and China have been completely overlooked by international investors as a destination for value...
Sep 15
•
Capitalist Exploits
13
Operation “Let’s Grab the Oil”
Trump vs. Maduro isn’t about democracy...it’s about black gold. Theater, sanctions, bounties, and now China moves in. Who really wins Venezuela’s oil…
Sep 3
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Capitalist Exploits
16
Insider Newsletter: Issue #317
AI hype, oil power plays, real estate traps, overlooked Hong Kong bargains, wind’s math, graphene’s gamble, Greece’s climb...and 5 contrarian shots…
Sep 2
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Capitalist Exploits
19
August 2025
BP: A Lesson in “Greed Is Good”
BP swore ‘no turning back’ on net zero. Five years later, it’s sprinting back to oil. What changed...and what does it reveal?
Aug 19
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Capitalist Exploits
18
4
Out of Kilter
US stocks now make up more than Europe, China, Japan, and India combined...driven by fewer names than ever. But what happens when the power runs out?
Aug 18
•
Capitalist Exploits
16
Insider Newsletter: Issue #316
"If we don’t end up in a global catastrophe here, what is absolutely clear as day is that this course of action will cement the bifurcation of East and…
Aug 12
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Capitalist Exploits
19
The $16 Billion Backfire
Argentina just got slapped with a $16.1B bill for a 2012 oil grab...and it might be the best thing to happen to YPF. But will Milei let go?
Aug 6
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Capitalist Exploits
22
3
July 2025
Blockchains & Bunkers
Bitcoin! Is it a hedge, a trap…or the only way out of fiat chaos? Let’s take a closer look.
Jul 28
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Capitalist Exploits
16
The Pariah Turns Prodigy
Greece just became 2025’s top stock market. But this isn’t a comeback story...it’s a rerating in disguise. Is it too late or is the rally just getting…
Jul 27
•
Capitalist Exploits
15
Insider Newsletter: Issue #315
"We’re about to enter a time where authoritarian overt actions come to the table..."
Jul 22
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Capitalist Exploits
15
2
Betting on the Inevitable
The cheat codes are taped to the wall, but most investors are too distracted to see them. What if the chaos isn’t random… but right on schedule?
Jul 21
•
Capitalist Exploits
18
2
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