Fools! Different Day, Different Fool
Whether it was the 1980s, 1990s, 2000s, or today, there seems to be a never ending supply of fools out there.
Chris MacIntosh
September 21, 2018
4 Comments
Those Sneaky Chinese
Devilishly Deceptive Making History 28 billion euros in market cap. That’s how much Bayer has lost following its acquisition of Satan Monsanto. It is the largest destruction of capital in German stock market history… and it couldn’t happen to nicer folks. Funding Secured Staying with Europe… sorta. https://twitter.com/DavorKunc/status/1040962515742666753 Now THAT is
Chris MacIntosh
September 16, 2018
3 Comments
Insider
Insider Weekly: Don’t Ignore Japan!
Hello, and welcome back! You lucky bugger! From subscriber Chris: On top of Haleakalā in Maui. This Week’s Musings and Observations IMF backing South Africa… and you thought they were the good guys Unintended consequences of tariffs Let us not overlook Japan The great illusionist, delusionist, or dreamer? Portfolio change: Selling
Chris MacIntosh
September 15, 2018
1 Comment
Financial Markets
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
Chris MacIntosh
September 14, 2018
1 Comment
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
Jamie Keech
September 12, 2018
1 Comment
Emerging Markets
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.
Chris MacIntosh
September 10, 2018
1 Comment
General Investing
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
Chris MacIntosh
September 7, 2018
4 Comments
Insider
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
Chris MacIntosh
September 7, 2018
1 Comment