Author: Chris MacIntosh

Insider
Chris MacIntosh

Insider Portfolio Review: Part 4

This is part 2 of our update to our alerts on battery metals from late 2017 (October 2017, cobalt) and early 2018 (January 2018, vanadium) where we will update you on vanadium and introduce hydrogen. As discussed in part 1, we’re combining all these themes into one: Battery technology. The

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Insider
Chris MacIntosh

Insider Weekly: The Rise Of Tribalism

Hello, and welcome back! Two photos this week from subscriber Al in NZ. This Week A decade long bull market Value vs. growth Take a closer look at zinc The world’s worst short? Global supply deficits in base metals Ken Fisher on Europe…. and those 9-year options Uranium master class

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Insider
Chris MacIntosh

Insider Portfolio Review: Part 3

This is an update to our alerts on battery metals from late 2017 (October 2017, cobalt) and early 2018 (January 2018, vanadium).  We’re combining all these themes into one theme: Battery technology. The essence of combining all these individual commodities/technologies into one theme is firstly that the firm is macro

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Financial Markets
Chris MacIntosh

Hallmarks For A Spectacular Boom

Three examples, one common thread. See if you can spot it. Example 1: Dot-com I remember the dot-com era. Not because I knew what was taking place. Hell, I was not much past my teens and still cutting my teeth in the investment banking world, so I didn’t fully grasp

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