Month: June 2018

Insider
Chris MacIntosh

12 Reasons To Be Overly Bullish On This Market

Don your hazmat suits, we’re going back in… again (3rd time real lucky). Uranium: The Beautiful Long-Term Setup The tick is clocking on the bullish setup for uranium miners. Boy, is this one asymmetric trade. The longer uranium prices stay where they are, the more capacity shut-downs will occur and

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The Biggest Monetary Experiments In History: Part 2

In part one we discussed the troubling issues in Europe (in case you missed it, you can read it here). Today… Japan The story of Japan is really a story that begins with globalisation. According to the Oxford Dictionary, globalisation is described as: “The process by which businesses or other

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Insider
Chris MacIntosh

Insider Weekly: How To Structure Your Insider Portfolio

Welcome back! Redondo beach, CA, USA. Hat tip goes to your fellow member Kasra. And a reminder to send me your best stunning, gorgeous, amazing sunset… or sunrise shots. Because let’s face it, life is just better with beauty (at least that’s what I tell my wife). This Week’s Musings

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Financial Markets
Chris MacIntosh

The Biggest Monetary Experiments in History: Part 1

… and all at the same time. Last week was a humdinger. Three things happened: One Firstly, our pasta-eating friends, after having experienced firsthand a blizzard of accelerating violent crime… and watching their previously gentrified neighbourhoods reconfigured into ghettos resembling the Maghreb, decided enough was enough and said “non piu”. Italy

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Insider
Chris MacIntosh

Portfolio Update: Portfolio Management & Oil Trades

Each month I want to do a quick portfolio update and discuss issues surrounding the portfolio. I find that in our quest here to find deep value high payoff situations and because each situation that we invest in generally has a long term time frame, I often neglect to talk

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Insider
Chris MacIntosh

Insider Weekly: Uranium Is Moving

Welcome back! I snapped this just this morning after the first coffee had made its way through my veins. So a sunrise instead of a sunset. Awesome nonetheless. Last week you didn’t receive a Weekly. That was by design as we published an update on the European banks as well

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Resources, You Say? Whyfore?

Today I’m sharing a question from a subscriber: Chris, Love your work and it’s been making me money but your case for the new service with Jamie focussed on private placements in resources is hard for me to digest. I used to follow (name redacted) as well as a few

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