Author: Chris MacIntosh

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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Politics
Chris MacIntosh

Yugoslavia 2.0

I’ve been studying the breakup of Yugoslavia for many months now. It is, as far as I can tell, like a marriage. Complex. To be fair, grievances amongst different ethnic and religious groups had been simmering for hundreds of years before the last Yugoslavian civil war erupted, splintering the nation

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