Author: Chris MacIntosh

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

Read More »
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

Read More »
Insider
Chris MacIntosh

Insider Weekly: Not Our Problem

Hello, and welcome back! Instead of a traditional photo shared from a subscriber, this week I present to you a video clip taken in Johannesburg. South Africa is a theme we’ll touch on in this week’s issue. This Week Staying alive Not our problem, frankly How does Musk keep it

Read More »
Financial Markets
Chris MacIntosh

What Comes After A Yard Sale?

A man walks into a doctor’s office. “I’ve hurt my arm in several places,” he says. The doctor shrugs. “Well,” he replies. “Don’t go there any more.” I can’t recall where I heard that one but it’s funny because nobody intentionally does something that will hurt them. It’s stating the

Read More »
Financial Markets
Chris MacIntosh

What Would You Have Done?

Let’s analyse the formation of the bond bull market which began in 1982. We’ll use the US 10-year as proxy. Here it is in all its glory: The 60’s and 70’s saw bond yields run from a low around 4% to over 10% at the tail end of the 70’s.

Read More »

Something Bullish Developing in Gold

Today’s article comes to you from Brad McFadden, the head trader at Capitalist Exploits Insider and the co-founder of Glenorchy Capital. Something bullish appears to be developing in gold, and we believe that it is indicative of the beginning of a breakdown in the confidence of government bond markets. Given

Read More »
Insider
Chris MacIntosh

Insider Weekly: Outrageous Predictions

Hello, and welcome back! This is what a sunset in Florida, Seacrest Beach looks like. Thanks go to subscriber Josh. And this one from subscriber Brandon. A beautiful shot captured in Santa Cruz California. This Week The winner of the “most outrageous prediction for 2018” is announced 10 days of

Read More »