Year: 2016

Market Insights From A Gold Fund Manager

I recorded a conversation I had last week with my friend Brent Johnson who is the CIO at Santiago capital, a fund dedicated to investing in gold and gold equities. Brent is one of my “go-to” guys in this particular market. While I chat regularly with Brent, I had previously

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Eurodollar CME Floor
Financial Markets
Chris MacIntosh

The Eurodollar Market: It All Starts Here

This is the first part of a series of articles (I don’t know how many, I’m not done yet) designed to explain what is easily THE most important, albeit poorly understood (even by professionals) market on this ball of dirt. Eurodollars: What Are They? To best explain what Eurodollars are we

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Financial Repression
World Out Of Whack
Chris MacIntosh

World Out of Whack: What Comes After Central Bank Intervention?

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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Trump
World Out Of Whack
Chris MacIntosh

World Out Of Whack: 7 Investment Implications In A Post-Trump World

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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Research
Other
Chris MacIntosh

When Government Data Can’t Be Trusted

When I sit down to write to you I always want the end product to be great, insightful and valuable. I set out to produce something as sexy, fun, and smooth as Cameron Diaz. But sometimes what I get is something that comes out all craggy and lumpy like Rosie O’Donnell.

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Quake
World Out Of Whack
Chris MacIntosh

World Out Of Whack: Shaky Ground

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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Fishermen Vietnam
Podcast
Chris MacIntosh

Insights From One Of Asia’s Top Hedge Fund Managers

Last week I jumped on a call with an old friend Thomas Hugger who I hadn’t spoken with in months. I recorded the call for your enjoyment but first a quick bit of background to Thomas. Thomas is a Swiss fund manager living and working in Asian frontier markets such as

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Market Asymmetry
Financial Markets
Chris MacIntosh

Asymmetry In Action: These Charts Are Most Telling

I think perhaps this is a good time to bring you all up to date with what we’ve been up to the last few months. If nothing else it’ll serve to answer the many questions I receive on the topic. Questions such as: “Hey Chris, as a small retail investor it’s

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