Month: October 2017

Financial Markets
Chris MacIntosh

Special Drawing Rights Becomes Mainstream

Bollocks! Hi there, I’ve been hearing a lot from private bankers lately (they’re always trying to flog you product), though the topic being discussed amongst themselves is that of the SDR going mainstream, and they’ve been asking my opinion. We don’t have to look far to understand why. End of

Read More »
Insider
Chris MacIntosh

Insider Weekly: Commodity Investors Waving A White Flag

Welcome back! Sunrise in Hong Kong courtesy of your fellow member Michael Birley. Actually, you can go listen to my conversation with Michael about the shipping industry here. This Week’s Musings and Observations Contrarian signs in commodities Oil and the big squeeze The perils of the common narrative Deutsche Bank becoming the

Read More »
Insider
Chris MacIntosh

A Stealth Way To Profit From The World Going Electric

Ok. I promised it and here it is. I’m going to call this part 2 to the rare earths metals sector alert. I’ll be leaving the cobalt space for a party all on its own. That beauty is coming to you, too. Be patient with me, ok? Right, so you

Read More »