Author: Chris MacIntosh

Energy
Chris MacIntosh

The Hidden Cost of Rising Rates

The world has become used to cheap money. That paradigm is about to change, and the implications for the US dollar and certain commodities will be enormous.

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Global Trends
Chris MacIntosh

An Inconvenient (Actuarial) Truth

Insurance companies are reporting an enormous spike in young people dying. If this continues, the second order consequences could reshape markets forever.

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Risk, Loss, And The Butcher Of Prague

In this line of work I have been fortunate to meet some of the most interesting and intelligent folks to walk this planet. One such gent I’ve more recently had the pleasure of speaking with on a regular basis is the extraordinarily eloquent mind of Tim Price of Price Value

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Global Trends
Chris MacIntosh

A Forecast For the Next Decade

In this post we examine the social and economic trends shaping the the next decade or even century. Buckle up, because this one is going to get bumpy.

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Financial Markets
Chris MacIntosh

One More Reason To Go East

Thousands of listed companies are being told to get woke, or else. Nasdaq is yet another player in an ever growing list of Western Corporates to cave to the new religion… increasing the appetite for capital to go East, where it is treated better.

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Agriculture
Chris MacIntosh

Billionaires Piling into A Simple Trade

John Malone is the latest high profile investor to enter into agriculture, a sector which has been historically difficult to predict, but which now presents a mother of an asymmetric opportunity. We take you through our thesis, and discuss how to invest for higher food prices.

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