Year: 2017

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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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

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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

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