Month: September 2018

Financial Markets
Chris MacIntosh

Pop Quiz: What’s The Most Asymmetric Energy Play?

First, some fun facts regarding the Pareto distribution: Business: the top few customers account for a bulk of the profits Insurance: a small number of big claims account for a bulk of payments Settlement: a small number of cities include a bulk of the population Languages: the most frequent words

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Field Report: Millennial Lithium

 If you’re reading this article, it means you probably have at least a passing interest in the mining and metals space. You may even be an investor, or were at one point, until your portfolio was decimated by falling metal prices, absurd value destroying M&A transactions, and an endless

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Emerging Markets
Chris MacIntosh

Macroworld: Realities And Perceptions

In this weekly wrap up, we look at the capitalist/socialist cycle, Revisit our predictions of an EM crisis, Elon Musk’s weed smoking ways and Tesla’s ongoing issues, and the basket case that is South Africa.

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General Investing
Chris MacIntosh

The Tick Is Clocking For Social Media Giants

Every second, on average, around 6,000 tweets are tweeted on Twitter. That’s over 350,000 tweets a minute, and 500 million tweets each day, or around 200 billion tweets per year. It’s a lot. Turning to Facebook, we find the following: In Q2 2018, there were over 2.23 billion monthly active Facebook users

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Insider
Chris MacIntosh

Insider Weekly: Mortgage Stress In Australia’s Housing Market

Hello, and welcome back! You lucky bugger! From subscriber Chris: on top of Haleakalā in Maui. This Week’s Musings and Observations Australian housing: OMG Mercedes brings a gun to the knife fight with Tesla More consolidation in offshore drilling. Too much optimism out there? No! Agricultural production collapses in SA, oil

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Weekly Recap
Chris MacIntosh

Hahaha, That Dog Won’t Hunt

I missed you last week, I’m sorry. It’s been busy here at Capitalist Exploits HQ. Oh, and thank you very much to all who share these articles. It’s greatly appreciated. In the meantime, we’ve been keeping our eye on events. Here’s a good one: https://twitter.com/Schuldensuehner/status/1035828090323316736 And another one: Let this

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