Year: 2016

McDonalds
Other
Chris MacIntosh

So Many Investment Questions: Sushi Or McDonald’s?

There are two things I’ve not done in a while. The first of them is to answer some of the questions that come pouring in. My apologies to all those unanswered – lack of response due to volume, not bad manners. Question No. 1 Hey Chris, Would you mind if I too

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Mikael Syding
Podcast
Chris MacIntosh

Mikael Syding: Tools Of An Investing Titan

When I was a boy I would read voraciously, everything. Under the covers in bed with a flashlight, and under the desk in class at school. Now years later I recognise it’s not necessary to be taught to learn, it happens if people will get out of your damned way. As kids

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Financial Markets
Chris MacIntosh

Collateral Damage in the Eurodollar Market

This article is a follow on from two previous articles discussing the eurodollar system. Part one can be found here, and the following one here. Today we cover what I believe to be the critical component as to why the eurodollar system isn’t functioning correctly, and why what central banks have been doing with

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World Out Of Whack: Why We Bought A Bankrupt Mongolian Miner

Market dislocations occur when financial markets, operating under stressful conditions, experience large widespread asset mispricing. Welcome to this week’s edition of “World Out Of Whack” where every Wednesday we take time out of our day to laugh, poke fun at and present to you absurdity in global financial markets in all its glorious insanity.

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Mark Yusko – A Conversation Between Capitalists (Part 2)

Following directly on from yesterday’s first part of my conversation with Mark Yusko, CEO and CIO of Morgan Creek Capital, today I have part two of my chat with Mark. This time we discuss a wide range of topics: From OPEC, to European financials, and the US stock market to what Mark is

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Mark Yusko – A Conversation Between Capitalists (Part 1)

It was over a week ago now that I had a conversation with CEO and CIO of Morgan Creek Capital, Mark Yusko. It’s one of the true pleasures of my work: speaking with the sharpest minds in the investment world – from the fine, dignified, and exceptionally bright, right through to

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Eurodollar Market
Financial Markets
Chris MacIntosh

The Euro Market Is Not Working!

Today we discuss the largest wholesale funding market in the world, the eurodollar market, and how its “normal” form of functioning has dramatically changed, causing all manner of problems in the global economy.  In last week’s post we discussed shadow banking at its finest: the eurodollar market. It was the precursor

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World Out Of Whack: Time To Buy The Mexican Crash?

Market dislocations occur when financial markets, operating under stressful conditions, experience large widespread asset mispricing. Welcome to this week’s edition of “World Out Of Whack” where every Wednesday we take time out of our day to laugh, poke fun at and present to you absurdity in global financial markets in all its glorious insanity.

Read More »