Year: 2016

Clinton vs Trump
Global Trends
Chris MacIntosh

This Time It IS Different

I was talking with a business partner in Asia earlier today. He’d spent last night at a private gathering for institutional money managers and high net worth investors, put on by Credit Suisse private bankers. He remarked to me that, as he sat there listening to these guys, he realised the

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Japanese Central Bank
World Out Of Whack
Chris MacIntosh

World Out Of Whack: The “Bomber Harris” Of Central Banks

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 it’s glorious insanity.

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Worth Wray Interview
Podcast
Chris MacIntosh

Part Deux – Chris MacIntosh Talks With Worth Wray (Global Macro Strategist)

A great deal of human behaviour is unmistakably genetic. Usain Bolt is clearly genetically disposed to outrunning drowsy cheetahs, while Michael Phelps is only part human with the other part clearly fish of some kind. Both have a physiological edge compounded by what I can only imagine must be a vomit inducing amount of punishing

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Barbed Wire Security
Global Trends
Chris MacIntosh

Security? Yes, Please

Personal security is going to be a huge growth industry and here’s why. Economists and people with pointy shoes in shiny office buildings tell us that the vote for Brexit was an economic decision. They may be right for a minority but they’re wrong on the majority. Nope, the amount of

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Bonds and Gold
World Out Of Whack
Chris MacIntosh

World Out Of Whack: When Bonds Trade Like THIS Asset?

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 it’s glorious insanity.

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Worth Wray Interview
Podcast
Chris MacIntosh

Well “Worth” It

When I decided to set myself the task of recording one phone call I have each week I never realised how much fun it would turn out to be. Often, I figured if others were ok with it I’d hit record when on the phone to a friend, an advisor,

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Pension Funds Are In Trouble
Financial Markets
Chris MacIntosh

Pensions, Oy Vey

Years ago it seemed that when you hit 65 you’d retire, receive a gold watch, and proceed to spend your pension money on a rocking chair and pot plants. Ten years later you’d be in a box and, since pot plants are cheap, the cost of keeping you alive wasn’t prohibitive. Not anymore. Today

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Growing Income Inequality
World Out Of Whack
Chris MacIntosh

World Out Of Whack: Another Cog In The Exploding Resentment Wheel

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 it’s glorious insanity.

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