A peek behind the curtain
Let’s do something slightly different today, shall we? Specifically, let’s peek behind the curtain and look at a couple of investment themes that we’ve been involved with here at Capitalist
Capitalist Exploits is the blog and creative outlet of money managers responsible for hundreds of millions in client capital. The mission is simple; to provide readers with an unfiltered version of reality that is sadly missing from mainstream financial discourse. If you are easily offended, this is not the blog for you. If your identity is tied to a political party, this is not the blog for you. If you believe “the experts” are never wrong, this is not the blog for you.
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Raised in Southern Africa, Chris has since lived & invested from 7 different countries. After a career at top tier investment banks such as JPM, Lehman, Robert Flemmings and Invesco, Chris became tired of corporate life, and has since built and sold multiple million dollar companies, overseen $35m into venture capital, all the while investing full time, and managing his own and private client wealth.
Let’s do something slightly different today, shall we? Specifically, let’s peek behind the curtain and look at a couple of investment themes that we’ve been involved with here at Capitalist
NEW PODCAST WITH CHRIS MACINTOSH AND BRAD MCFADDEN We have a new podcast episode for you today — a very special one. Chris is joined by our head trader, Brad
NEW PODCAST WITH CHRIS MACINTOSH Chris joined Tom Bodrovics on Palisades Gold Radio a few weeks ago to talk about the recalibrations and rotations of capital taking place in the
MAGNIFICENT 7: A GIANT SUCKING SOUND Hear that? It’s the sound of money being sucked into the Magnificent 7 (Nvidia, Microsoft, Apple, Alphabet/Google, Amazon, Tesla, and Meta/Facebook). So much so
Long-time readers will be familiar with some of the contrarian indicators we discussed here over the years. Things like magazine covers and ETF listings (and also de-listings) that — more
WOULD YOU RATHER — ROUND 2 We highlighted a somewhat absurd comparison last time between NVIDIA and a smattering of Germany’s finest blue chips. Keeping with that theme, here are
Would you rather own NVIDIA? Or would you rather own… You probably need a break just from scrolling through this long list, but our point is this: Instead of NVIDIA
NEW PODCAST WITH CHRIS MACINTOSH Chris recently sat down with Ladislas Maurice from the Wandering Investor to discuss the rapidly-changing macro landscape and what that means for folks allocating their capital.
GOLD: QUIETLY ON THE MOVE Gold has decisively broken $2,000 in dollar terms and is now solidly above $2,300. That’s not the news, though. The news is that — despite
The pushback against the “Net Zero” scheme is growing bigger and bigger. Leading the trend are our beer-drinking, bratwurst-eating friends — some of the best designers and manufacturers of cars
Ruh-roh! More bad news in the US banking sector (in regional banks to be more specific)… Actually, “plummet” doesn’t even properly describe the tragedy that is New York Community Bancorp.
We seem to be a lone minority here at Capitalist Exploits when it comes to (stubborn) bullishness on energy. Here’s Barron’s: Energy stocks are out of favor. Fund managers had less
Capitalist Exploits is dedicated to finding asymmetric risk/reward investment opportunities.
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