Month: February 2018

Insider Weekly: It Can’t Be That Obvious, Can It?

Welcome back to this week’s issue of the Insider Weekly. Fiji, easily one of my favourite places on earth, looks like it’s on fire. This one taken from the main island of Viti Levu. Hat tip to member Johannes. In This Week’s Musings and Observations Portfolio updates The best discussion on uranium

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A 58% Wipeout Is “Best Case”!

Two of of the best “tried and tested” ways to rapidly grow your wealth are to: Use leverage in a rising market and Flog equity at ever rising prices (à la Tesla) Both methods work, but leverage is not unlike that smoking hot girlfriend you used to have who was,

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Insider
Chris MacIntosh

Insider Weekly: Bulls Are Freaking Out

Welcome back to this week’s issue of the Insider Weekly. Sunsets from up high can be quite magical, and you don’t get a helluva lot higher than a sunset from 11,000 meters, just outside of San Diego. Hat tip to Michael. In This Week’s Musings and Observations: Bulls freak out

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Our New Overlords?

Intelligence is easily the most profound qualifier for why we humans rule planet earth. It’s also only the smallest percentage that makes all the difference. Consider that we share about 90% of our DNA with blimmin’ mice for goodness sake. And yet the differences couldn’t be starker. In fact, we

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Insider
Chris MacIntosh

Insider Portfolio Review (Part 2)

Welcome to part 2 of our portfolio review (you’ll find part 1 here). Let’s dig in. There is a lot to cover. Shipping No change. We are bullish on the shipping sector overall (via exposure to the Guggenheim Shipping ETF) but we are focussed on the dry bulk sector (represented by

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Insider
Chris MacIntosh

Insider Portfolio Review (Part 1)

Welcome to what is part one of a review of the Insider portfolio. Before we do that just a few words on the portfolio. This portfolio is designed to keep “score” of what our big calls are and how they are travelling/performing. We update the portfolio at the end of each

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Insider
Chris MacIntosh

Insider Weekly: It’s Correction Time!

Welcome to this week’s issue of the Weekly. As per tradition, here’s a mystical sunset taken in Siem Reap from fellow Insider member Haden. In This Week’s Musings and Observations: That “correction”… and THE most significant thing to take note of Energy storage mega-trend DRC, mining taxes, and idiots The cat and

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Financial Markets
Chris MacIntosh

Are Your Knuckles White?

115.6% — that’s how much the VIX moved on Monday. And that was all it took to end the life of the VelocityShares Daily Inverse VIX Short-Term ETN (XIV). And now we have pundits on TV expressing their shock and dismay. Really?! This is plain silly. It’s worse abuse than

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