Month: January 2018

Insider
Chris MacIntosh

Insider Weekly: Where The Next Financial Crisis Will Come From

Welcome to this week’s issue of the Insider Weekly. I don’t know where to start on sunset photos. So many absolute stunners… In This Week’s Musings and Observations: The bull market isn’t over until the bears toss in the towel Bull call spreads on GE Ultra long-term spreads on ING, Aegon, and

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Win By Arbitraging Impatience

Hola! Relaxing by the poolside — despite the appeal to most — just isn’t my thing. And since I get bored too quickly and start annoying my family we don’t do that sort of “relaxing”. Rather a multi day tramp in one of the most spectacular untouched native forests in

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Financial Markets
Chris MacIntosh

When All Else Fails, Raise Hemlines

Saudi Arabia The arrival of cinema (after a 35-year ban), comedy shows, woman driving. What the hell is happening? At this rate, within a few months Saudi woman will be tottering around in lululemon and enraging the clerics via Instagram in their yoga pants. I could think of worse things.

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Insider
Chris MacIntosh

Insider Weekly: Collateral Damage Of Rising Rates

Welcome back to what is our second issue of the Insider Weekly. It’s a new day in New Zealand (the first in the world to wake) as the sun rises over the Coromandel Peninsula and the Hauraki Gulf, a couple of hours drive from where yours truly lives. It’s been wonderful

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Insider
Chris MacIntosh

The Next Commodity To Pop

The world’s stampeding towards a different energy future. One the beardies have been campaigning for. A “greener” one. It’s already presented you with many great opportunities (see our cobalt and rare earths Alerts for updates if you’ve forgotten, or are new around here and finding your way), and I expect to continue to do

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Tell Me Again Why You Need Money

We’ve closed the door on 2017 and clutching those New Year’s resolutions hatched under the “alfuence of incahol” we strive boldly into 2018. Being a boring old fart I’ve nothing new for the year but rather sticking to old principles. One of those is to steer clear of bad ideas

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Insider
Chris MacIntosh

Insider Weekly: A Smorgasbord Of Investment Themes

Welcome to 2018! I’m not going to call this note it a Weekly because it’s not really. Instead, it’s going to be all over the show, so consider yourself warned. It’s also going to drag up debris from the past and try to make sense of what may lie ahead

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