After the turmoil we’ve seen in the bond markets in recent months, the popular press is now starting to wake up to the fact that maybe, just maybe the era of ultra-low interest rate is over. From the article: Over the past few months, however, the bond market has, in
CHRIS MACINTOSH ON THE ART OF CRITICAL THINKING Today’s podcast is slightly different from Chris’ podcasts we’ve shared with you in the past. But it might be the most important one. Because while our educational institutions excel at creating professional conformists, they are notoriously bad at teaching critical thinking. That’s
Lyn Alden shared an article that caught our attention. One might say the diamond market got a kick in the stones. From the article: Lab grown diamonds — physically identical stones that can be made in matter of weeks in a microwave chamber — have long been seen as an
And just when we thought we’ve seen it all… From the article: One of Vietnam’s biggest automakers has made a big splash on its entry to Wall Street, pushing its market capitalization above that of industry giants such as Volkswagen and Ford. VinFast, an electric vehicle maker, enjoyed a red-hot
Check this out: In other words, buying the S&P 500 (or index hugging mutual funds for that matter) has never been this concentrated. But wait, it gets even better, according to S&P Global: Big Tech is largely fueling the S&P 500’s positive performance in 2023, with investors buying just seven
₿ TIME TO GET BACK INTO BITCOIN? Long-time readers will know we got into Bitcoin back in 2016, but unloaded it in March of 2021 for a simple reason. We were getting concerned that the pointy shoes would never leave crypto alone as it’s an escape route. Looking at Bitcoin’s run
NEW PODCAST WITH CHRIS MACINTOSH Chris was recently on the CapitalCosm podcast to talk about today’s macro landscape and the opportunities it presents. Here’s just a handful of the topics they discussed: You can listen to the entire conversation here. ARGENTINA Staying with the biggest opportunities in today’s market… How about Argentina?