Year: 2017

Insider
Chris MacIntosh

Insider Weekly: The End Of Oil?

This week, we turn to oil and oil stocks. With oil markets in free fall once again and everyone turning increasingly bearish on oil, the senitment towards energy stocks has never been worse in a generation or two. We also take a closer look at another energy market that’s fallen

Read More »
Global Trends
Chris MacIntosh

Greece – What Comes to Mind?

I warn you… I’ll get hate mail for this. I am a bad person. Perhaps, I spent too much time in European cities because Athens and Greece in particular always failed to impress me. Ok, they have a lot of crumbly buildings. But so do every other country in the

Read More »

World Out Of Whack: “This Market is Absolutely 100% Going To Crash”

Him: “This market is absolutely 100% gonna crash.” Me: “You sound so certain?” Him: “Just look at the valuations.” Me: “Pricey valuations don’t always culminate in a market crash. There are other factors to consider.” Him: “Trump trade is over, and I’m now 50% hedged on US exposure and net long EMs.

Read More »
Financial Markets
Chris MacIntosh

Mr Creosote is Full

Maitre D’: “And finally, monsieur, a wafer-thin mint.” Mr Creosote: “No.” Maitre D’: “Oh, sir! It’s only a tiny little thin one.” Mr Creosote: “No. F**k off. I’m full…” [Belches] Maitre D’: “Oh, sir… it’s only wafer thin.” Mr Creosote: “Look – I couldn’t eat another thing. I’m absolutely stuffed. Bugger off.” Maitre D’: “Oh, sir, just…

Read More »
World Out Of Whack
Chris MacIntosh

World Out Of Whack: What Happens When Things Can’t Get Any Worse?

Time is short so let me present to you one chart… to get you thinking in the right direction. Ok, I lied. Two charts… Pound pounded. Whyfore? Not one thing but many…. Brexit European Commission President Jean-Claude Juncker recently threatened the following: “The bill for the UK will be, to put it somewhat

Read More »
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

Read More »
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

Read More »