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FROM THE BLOG
Laundromat Lessons: Surprise, Even Kids Can Be Taught About Finance
After showing you what an illiterate enumerate head of state looks like… and how goddam appalling that is, an irate reader was “triggered” and wrote in to suggest I provide answers to problems rather than just profiting from them. “A greedy capitalist,” I believe, was the terminology used. Maybe he missed the name of this [Read More]
This Giant Industry Is Starving For Capital
Following directly on from the discussion last week about capital formation in the resource industry, our in-house mining expert Jamie Keech and I today dig deeper into the current capital starvation in the resource industry and much, much more. Here are some things we discuss, which we believe are “uber importante” for investors today: One geopolitical [Read More]
What People Say
I don’t believe I have another email subscription which I open as often as yours, and also find a well-supported contrarian view on the financial world.
B.C.
I’ve read a lot of books, articles, newsletters and commentators over the years, but you are truly the only person I’ve ever read that offers genuine asymmetric opportunities to play both a thesis and macro market trends and also takes the time to explain it to non industry professionals such as myself.
Steve P.
Capitalist Exploits has been expanding my horizons for several years now, and I am confident that it will continue to do so. It was this blog which introduced me to international angel investing
R.M
I've been a long time subscriber to Capitalist Exploits, which I find to be a tremendous source of information. Thank you for your constant work to provide an alternative view to investing!
Tamas
Always appreciate your honesty! I've been following you guys since that excellent call on the appreciation of USDJPY a few years ago so I know you are good on your word!
Faizul
I just wanted to compliment you on a great blog and podcast. I listened to your latest podcast and you seem to be one of the few people cutting through all the bullshit with regards to Brexit and seeing it for what it is, the analogy of the property investment and who is more at risk after two investors exit offered a refreshing perspective. I really appreciate the common sense approach you have and being able to offer honest opinion without an agenda.
Duane
Everybody talks about a liquidity problem without ever explaining it, as if the listeners majored in it. I finally heard a good explanation in your latest podcast & was very, very impressed. Having studied political science, I was extremely impressed by what you said about people willing to vote for marginal change.
John W
It's a great pleasure to read through your website. My background is not financial, but was always interesting in dynamics in the world and questioned myself how and why some events take place. Also, I come from Slovenia and am thinking there is a very turbulent time ahead of us here (like in the rest of the world as well) and it´s good to have an insight like yours to help me with my decisions. Your website showed me another point of view and most important how to take advantage of the predicted events.
J.K.
I am very happy to be exposed to Insider, as asymmetry can be so powerful but I do not have the expertise to find it. Thank you for the information and inspiration. I very much appreciate your work.
Gary
I have learnt a lot from your newsletters and have become wiser in my investment decisions. The regulations of the Indian government make it harder (to invest in a few countries). After reading your "Dollar Bull Run" report I did invest in the US through a mutual fund here. I would like to make a suggestion here - if you could start a mutual fund I would certainly invest in that. I believe many reading your newsletters would be happy to invest through it.
M.M., India
I have to say your understanding of macro-economics and behavioural psychology together are truly extraordinary. I’ve never seen the two combined in the way you manage to bring it all together. I’ve gone back and read many posts from the last year and I dare say if I’d known about you I’d have saved myself quite a bit of money. Please keep up the great work and passion you clearly have.
Pete B
Just thought that I would give some feedback on the Insider service – I’ve been blown away by the quality and sophistication of the content. The eurodollar and euribor trades are a skill-set and thinking that I would never have access to, the learning curve I’ve been on over the last couple of weeks has been a steep but very rewarding one.
Ian, Sydney
You are a breath of high-quality fresh air in a sea of algae infested swamp (aka the Internet & Investing). Specifically, your recent intro to Mongolia Mining has provided exactly the type investment I enjoy conducting diligence on .. thank you! In this same post re: MMC, you indicated the near-term launch of a service to provide “asymmetric investment opportunities” .. pls note, I would be grateful to have the opportunity to consider being a client of this service .. many thanks for your passion, effort and insight to date.
Chris, Washington
I discovered you today on Zero Hedge (Aussie real estate bubble) and have now read several of your posts, most are “stone cold masterpieces” of analysis and insight. Unlike many I discover on ZH, your world view is not yet easy to summarize. Despite appearing to recognise where the multi bubble Ponzi scheme is ultimately heading, you appear to still have enough faith in the system to deploy capital into paper assets when you see asymmetries. I see a blow up inevitably occurring where even the winners of bets, will be losers when counter parties cannot pay.
S.J.
I am the CIO of **** where we manage a long short global macro fund, and was introduced to your work by one of my analysts. If you ever need someone to bounce ideas off please don’t hesitate to reach out. Your recent work on the crisis in Europe is the most cogent brilliantly written piece of analysis I’ve read and as I’m sure you’re aware we regularly buy research for tens of thousands of dollars which doesn’t come close to what you’re providing. You can get a hold of me on ******. I would love to speak with you.
L.G.
I owe you a debt of gratitude. After losing so much money with half a dozen newsletter services I found your website and over the last 2 years have made more money than from any other service and all for free. If you ever offer a paid service I’ll buy it without question because I already owe you.
S. Lafroy
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