Category: Financial Markets

Financial Markets
Chris MacIntosh

Seems Today’s Oil Stocks Were Yesterday’s Tobacco Stocks

From 1954 to 1999 this guy was on the cover of every magazine. He was also regularly featured in those ads you’d see just before a film kicked off at the cinema. And just in case you never read magazines or watched movies, he was on giant billboards, distracting you

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Financial Markets
Chris MacIntosh

Hold My Beer – Let’s Watch SoftBank Venture Capital Plunge

Imagine this. You’re holding what has become the world’s biggest basket of profitless, often fraudulent (I’m looking at you, BABA), and insanely overvalued, illiquid securities. You’re one man at the helm of a ¥11.6tn empire with sole discretion as to how you operate. Sure, you’ve got shareholders. But the way

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Did Elon Just Declare War On A Human Blockchain?

One of the things that makes the Bitcoin blockchain network so appealing and powerful is that every transaction is validated by a swarm of folks who are decentralized, and whose single purpose is to validate whether a transaction is true or false. It has created what is presently THE most

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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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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

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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.

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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

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A Tipping Point For Australia’s Housing Market

I sat down with Martin North of Digital Finance Analytics late last year to discuss one of the most overvalued real estate markets on this ball of dirt. The recording was delayed due to the fact that Martin, being a smart guy, knew that in the summer holidays (for those

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