When Woke Trumps Economics – OWTW
January 27, 2023
As the old adage goes, the cure for high prices is high prices. In other words, big increases in the price of a commodity are typically greeted with fresh capital
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
Beware of Gisele’s Bottom! – OWTW
January 22, 2023
NEW PODCAST WITH CHRIS MACINTOSH Chris joined Ladislas Maurice from the Wandering Investor on his podcast recently. Here’s a few topics Chris and Ladislas discuss: Listen to the entire conversation here.
Time to Shine! (OWTW)
January 13, 2023
Long-time readers will know we’ve spilled a fair bit of digital ink on things like oil, coal, heck… even Bitcoin. But there’s one asset we have been suspiciously mum on
When dominoes begin to fall – OWTW
December 17, 2022
COLD HOT TURKEY Earlier this year, in the Insider Newsletter we highlighted a corner of the market that was left for dead by investors. Namely, Turkish stocks. As we said at the time,
Pulse Check on Crypto – OWTW
December 4, 2022
The EU pointy shoes are throwing lavish banquets in the metaverse (yes, it’s just as bizarre as it sounds). So let’s use the opportunity to do a pulse check on
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
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,
