Year: 2016

Gold Bars
Financial Markets
Chris MacIntosh

Gold, Terrorists, And Investing Legends

I apologise in advance today. I don’t have any humour in me, or anything much positive to say – mostly just sadness and a reflection on much of what we’ve been discussing on this blog. Raoul Pal quite correctly mentions that in recessions bad things happen. I don’t think he meant

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Debt Implosion
World Out Of Whack
Chris MacIntosh

WOW: Debt Crisis – What To Own In A Debt Implosion

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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Brexit Tea
Financial Markets
Chris MacIntosh

Wrong… Just Wrong!

So when I came to you ragged, exhilarated, and a little bit richer two weeks ago, I referenced a buddy who I’m really grateful to know. Why? Because he’s a better trader than I am and surrounding yourself with smarter people than you sure ain’t a bad strategy. Today I bring

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Kyle Bass On China
World Out Of Whack
Chris MacIntosh

World Out Of Whack: Is Kyle Bass Going To Be Proven Correct?

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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Focus On What Matters
Podcast
Chris MacIntosh

Determining What Matters

This weekend just gone, my wife and I drove our kids to a park on the other side of town for a kite flying contest. Let me just say that kite flying inspires me for all of 10 minutes. Maybe… just. I guess it’s sort of pretty but it’s completely pointless and,

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Financial Markets
Chris MacIntosh

Answer This! The Recent Events with Brexit

I’ve been inundated with questions from many of you following the recent events. Brexit, that is, not Justin Timbertrouser’s latest antics. While I can’t publish all of them, I’ve selected what I think are some of the most important ones. A lot of questions were related to positioning during and post Brexit.

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Bonds
World Out Of Whack
Chris MacIntosh

World Out Of Whack! Global Bond Markets

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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