VC Poster Child: Coming Unglued – OWTW
November 21, 2022
Back in 2019, Chris wrote a lengthy article warning about the house of cards that is Masayoshi San’s Softbank. You can read Chris’ entire piece here, but here’s an excerpt: The
Use This Crisis To Build Generational Wealth
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ABOUT
Capitalist Exploits is the blog and creative outlet of money managers responsible for hundreds of millions in client capital. The mission is simple; to provide readers with an unfiltered version of reality that is sadly missing from mainstream financial discourse. If you are easily offended, this is not the blog for you. If your identity is tied to a political party, this is not the blog for you. If you believe “the experts” are never wrong, this is not the blog for you.
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LEADERSHIP
Chris MacIntosh
Raised in Southern Africa, Chris has since lived & invested from 7 different countries. After a career at top tier investment banks such as JPM, Lehman, Robert Flemmings and Invesco, Chris became tired of corporate life, and has since built and sold multiple million dollar companies, overseen $35m into venture capital, all the while investing full time, and managing his own and private client wealth.
Brad McFadden
After managing high net worth private client funds at Henry Ansbacher, and a proprietary trading book for Rand Merchant Bank in South Africa & Australia, Brad’s speciality is in executing strategies to achieve the asymmetric payoffs for any given thesis, and works with Chris in identifying opportunities across the world’s different markets and asset classes, and how best to execute them.
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FROM THE BLOG
Truly Breathtaking – OWTW
November 14, 2022
Oh, boy! Crypto is (once again) moving with the volatility of the British pound. By now, you have probably heard of the wipeout of FTX and their founder Sam Bankman-Fried.
Predictable – OWTW
November 7, 2022
Long-term readers are by now familiar with our investing philosophy and “market bias.” We are long-term investors first and foremost. We shun what’s expensive and gravitate towards what’s cheap. In recent years,
“Gilty” as Charged – OWTW
October 29, 2022
A lifetime ago now — actually, it was only back in January of this year — the 30-year Gilts traded at 80bps. A few weeks ago that hit 5% and
Getting Spanked – OWTW
October 16, 2022
WHAT IF… It’s been a while since we touched on the bond market here, but our buddy Kuppy just penned a thought-provoking piece on the topic. A short teaser: Imagine what would
The Mania Rages On – OWTW
October 9, 2022
If the last couple of years we had a retail mania on the upside, we now appear to have a mania on the downside. Here’s Bloomberg on the state of
The Hottest Commodity Few Are Talking About – OWTW
October 2, 2022
THE GREAT COMMODITIES BULL MARKET: GOOD THINGS TAKE TIME The latest report from Marathon Resource Advisors on the state of the commodities market is well written and really easy to understand,
Welcome to the Dark Ages 2.0
September 5, 2022
NEW PODCAST WITH CHRIS MACINTOSH Chris recently joined Jason Burack on his Wall St. for Main St. podcast to discuss all the “batisht” crazy things happening in the global macro
Coal: Talk dirty to me
August 20, 2022
Around the world, demand for dirty coal keeps growing and coal prices are running like the police are after it. In light of this, it’s worth highlighting just how hated and underinvested coal equities still are today.
Is the Commodities Bull Market Over?
August 7, 2022
Over the last few weeks we have seen the dumping of commodities stocks like never before. The recent pull back in anything commodities-related has folks (including many of our readers)
Commodities: Is 100 Years of Market History Suddenly Wrong?
July 16, 2022
If you’re a long-time reader, this week’s inflation print over in the US doesn’t come as a surprise. In light of that, let’s do something a bit more practical this
The Blow Off Top of Socialism
July 9, 2022
Right now, the Western world is going through what we call a blow off top of socialism, whereby the pillars of Western civilization completely blow their credibility. The media, the
