Month: December 2017

Insider
Chris MacIntosh

Insider Weekly: Yet Another Contrarian Sign

Welcome back! I’ve got quite a bit for you this week. And thank you to Insider member Michael for this stunner from Idaho. Before I even get into the weekly deals I’ve something I want no…must share. This, my friends, is the US 5-year, which I dare say has just broken out… and

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This Bull Market Won’t Nickel-And-Dime

Today you’re in for a treat. Jamie Keech, who joined our merry band of men here some months back, is uniquely positioned to bring much, much more to the table than I ever could when it comes to the commodity spectrum. It’s why, quite frankly, we wanted him. But aside

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Looking For Seed Capital? I Can Help

Hi there, Before we get started. Soooo… if you’re looking for seed capital let me know. I’ll put you in touch. Silent Wednesday? I’ve a friend who never works Wednesdays. It’s the middle of the week, he tells me. Why work when everyone else is? Fair point. And so this

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Insider
Chris MacIntosh

Insider Weekly: A Sector You Should Keep Your Eye On

Welcome back! Summer has arrived with a vengeance. No really. The back of my neck is ruby red to prove it after I took the family out on the boat water skiing on the weekend. I’m actually the only one who’s completely crap at standing up straight on those damn

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Insider
Chris MacIntosh

An Unusual Pharma Opportunity

Welcome back! We’ve something little different for you today. This investment opportunity has come my way courtesy of my old and good friend Thomas Hugger. If you’ve not been introduced to Thomas previously feel free to go listen to my conversation with him here. Thomas is the founder and CEO of

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A Gift From The Oldies

I bumped into a friendly bloke at my local gym last week. Jim is his name. Jim tells me he just started because, and I quote, “my doctor says I’m going to die unless I do something”. Now, I assure you it doesn’t take a doctor to figure this out. One

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Insider
Chris MacIntosh

Insider Weekly: Time To Go Long Bricks & Mortar Retailers?

Welcome back! Now, that’s a view I think we could all raise a glass to. This gorgeous sunset comes from Austin Texas, courtesy of your fellow subscriber Brock. In This Week’s Musings and Observations: ProShares short retail ETFs – complete saturation of “FANGS” Samsung advancing batteries with graphene Oxford 100-year bond and Veolia

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Systemic Risk? Pffft! THIS, My Friends, Is Systemic Risk

Have you ever asked yourself what happens when you place a trade? I hadn’t given it much thought until about 10 years ago when something happened which opened my eyes to a single company that holds what is probably the most concentrated risk position in the US market. Here’s what

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