Month: June 2017

Insider
Chris MacIntosh

One Of The World’s Greatest Bubbles Has Just Been Pricked

Australian (and New Zealand) housing market has been on an absolute tear for the past couple of years. We believe this frenzy won’t go on for much longer. In fact, 1 in 5 Australians are already struggling to pay their mortgage. So today, we look at a couple of ways

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Insider
Chris MacIntosh

Insider Weekly: “Dead Beat Dogs” In Today’s Overvalued Markets

In this week’s “musings” we re-examine the US stock market. Despite calls of an imminent crash our belief remains: correction possible but market collapse unlikely. We also look at nine beaten-up stocks that have the potential to deliver extraordinary returns over the next few years. And we wonder if a trade of the decade is

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Global Trends
Chris MacIntosh

The Economics Of Warfare Have Changed

Economists measure economic variables. That’s a problem. They are but one piece of an incredibly complex puzzle: Behavioural psychology isn’t considered. Different realm… not their business. Warfare and the economics of it are measured poorly, if at all. Consider for a moment the impact of technology on every aspect of

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World Out Of Whack
Chris MacIntosh

World Out Of Whack: While My Qatar Gently Weeps

Menopause, I’m told, is horrible. Men don’t know too much about it, and thankfully I’ve not been exposed to it… yet. One minute you’re hand in hand on the beach with your sweet adoring wife and the next she’s a sobbing wreck who wants to stab you in the thigh with a

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Insider
Chris MacIntosh

Insider Weekly: Australia’s Runaway Housing Market

My bearish view on the Aussie property market (and banks in particular) is nothing new, and I’ve been pondering a bearish position for a very long time. But what prompts me to revisit the trade this week was the recent move by a well known fund manager in Australia to liquidate all his portfolio and give it back to investors based on his conviction that the Aussie property market is in for a bashing

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Insider
Chris MacIntosh

Insider #15: A Short Sale Opportunity

Reality will eventually catch up with this co. Funding will dry up, and the stock will reach its intrinsic value which rhymes with hero. Within the next 4.5 years, it will trade below $50. And you can make 2,074% when that happens. Here’s how

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Insider
Chris MacIntosh

Insider Portfolio Review (June 2017)

I wanted to take time out and talk about the portfolio of asymmetric ideas or our “basket of abnormal payoff trades”. First of all what, is the purpose of the portfolio? I think it is a means for subscribers to keep track of the themes that we’re focusing on. Essentially,

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Other
Chris MacIntosh

Please Help Find My Nephew Matt

Today I’ve got something very personal to share with you, but first… Scan a few social media feeds and you’ll be forgiven for believing that those around us make more money than Carlos Slim on a good day, holiday regularly at the Ritz, and their kids (if they are fortunate enough to have

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