Month: October 2017

Jamie Dimon Should Learn About Lemons

A tale of two James’. What does this guy: …have in common with this guy: Two things: Same first name, and similar opportunities. Let me explain. Captain James was probably just another ruffian salty with poor hygiene and bad teeth. But you know what the catalyst to his fame was?

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What Would You Do?

Kyrgyzstan: Does this place become Venezuela or Hong Kong? Or something in between? My buddy Kuppy was just there on his way through to look for opportunities in Greece. What he found was pretty interesting… not least because to a certain extent the question above matters less than you might imagine.

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Insider
Chris MacIntosh

Insider Weekly: Three Types Of Investors

Welcome back! Look at this beauty. Sunrise over the Atlantic in northeast Florida (courtesy of Stephen). In This Week’s Musings and Observations: Should we be even thinking about a bear market or crash? It is the bond market to watch out for, not equities European consumer confidence is close to a record high Folks

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Insider
Chris MacIntosh

Insider Weekly: Think Twice Before Shorting Corporate Disasters

Welcome back! This week is just too difficult to pick a winner in the stunning photo category. A collage, therefore, is in order. My collage skills are right up there with my yoga skills – not so much. Left to right and top to bottom. First up, the Scottish highlands

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We Have Met The Enemy… And He Is Us

Warning: I’m going to jump all over the show today. Live with it. When your umbilical cord was severed, and you’d only just entered this world, you had approximately 100 billion brain cells. At some point in the future (hopefully very distant), an old man in sturdy boots and a trench

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Insider
Chris MacIntosh

Another “Victim” Of The EV Revolution

Welcome back! I promised it… and here it is: Cobalt. The Trade Buy a basket of cobalt-focused stocks: First Cobalt (TSX) Ardea Resources (ASX) Cobalt Blue (ASX) GME Resources (ASX) Ecobalt (TSX) This is part-deux of our electric vehicle trade Alert. The first part, published two weeks ago, focused on

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Google And Facebook To The Moon… Or Peak Advertising?

In the late 90’s and early 2000’s, I spent a lot of time travelling through a host of the worlds airports. This naturally meant spending an inordinate amount of time staring at random people, wandering about aimlessly (no business class lounges when you’re an impoverished backpacker living on noodles), and

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Insider
Chris MacIntosh

Insider Weekly: Second Order Effects Of The EV “Revolution”

Welcome back! This sunset shot was taken from the living room of your fellow Insider member Pedro from his apartment in New York overlooking the east river from Manhattan. For the uninitiated (newer members) and for all members, a reminder. In each issue of the Weekly, I share with you

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