Category: Insider

Insider
Chris MacIntosh

Insider Weekly: Killing Two Birds With One Stone

Good morning from a very wet New Zealand. We’ve a cyclone hammering us at the moment and the damn power has blinked out on me for some time today. So my apologies for the delay in getting this into your hands, but shit happens. Behind my house, looking away from

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Insider
Chris MacIntosh

Insider Weekly: This Market Is Finally Turning

Well, what a week it’s been, and I’m not only talking about Italy’s shift towards (potentially) voting in some very, very serious Brussels haters. And everyone is long the euro? Well, that off my chest, welcome back to this week’s issue of the Insider Weekly. This is coming to you a few

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Insider Weekly: It Can’t Be That Obvious, Can It?

Welcome back to this week’s issue of the Insider Weekly. Fiji, easily one of my favourite places on earth, looks like it’s on fire. This one taken from the main island of Viti Levu. Hat tip to member Johannes. In This Week’s Musings and Observations Portfolio updates The best discussion on uranium

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Insider
Chris MacIntosh

Insider Weekly: Bulls Are Freaking Out

Welcome back to this week’s issue of the Insider Weekly. Sunsets from up high can be quite magical, and you don’t get a helluva lot higher than a sunset from 11,000 meters, just outside of San Diego. Hat tip to Michael. In This Week’s Musings and Observations: Bulls freak out

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Insider
Chris MacIntosh

Insider Portfolio Review (Part 2)

Welcome to part 2 of our portfolio review (you’ll find part 1 here). Let’s dig in. There is a lot to cover. Shipping No change. We are bullish on the shipping sector overall (via exposure to the Guggenheim Shipping ETF) but we are focussed on the dry bulk sector (represented by

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Insider
Chris MacIntosh

Insider Portfolio Review (Part 1)

Welcome to what is part one of a review of the Insider portfolio. Before we do that just a few words on the portfolio. This portfolio is designed to keep “score” of what our big calls are and how they are travelling/performing. We update the portfolio at the end of each

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Insider
Chris MacIntosh

Insider Weekly: It’s Correction Time!

Welcome to this week’s issue of the Weekly. As per tradition, here’s a mystical sunset taken in Siem Reap from fellow Insider member Haden. In This Week’s Musings and Observations: That “correction”… and THE most significant thing to take note of Energy storage mega-trend DRC, mining taxes, and idiots The cat and

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