Category: Insider

Insider
Chris MacIntosh

Insider Weekly: Do Markets Really Hate Uncertainty?

Welcome back! So much I want to share with you. Let’s get started. This, though not a sunset, comes from one of the Capitalist Exploits team while on vacation in Slovenia. I’m jealous. I hope you like it as much as I do. This Week’s Musings and Observations The key to understanding

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Insider
Chris MacIntosh

Insider Weekly: How To Think About The Dollar

Welcome back! This photo is actually from last month from your fellow cult Insider member Candy who lives in North Carolina. Snapped from her deck overlooking Hewletts Creek which feeds into the intracoastal waterway where you can watch the boats cruise from a distance. I was going through emails and saw it

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Insider
Chris MacIntosh

What To Do About Brazil?

Hi all, Trade update: Closing the Brazilian (iShares MSCI Brazil Capped ETF) trade… or not. This is just a short trade update on a Trade Alert we put out on May 19th. Here’s the short video I recorded and these are the attendant slides to that video.  In the alert, we discussed

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Insider
Chris MacIntosh

A Value Disconnect In The Land Of Maple Syrup

Hello, One of my best mates is Harris Kupperman (Kuppy). You’ve probably heard of him before as I’ve recorded phone conversations for the podcast with him, featured some of his work on the blog, and we’ve traveled together to some weird places where some of you have met with both

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Insider
Chris MacIntosh

Insider Weekly: Is Amazon Eating The World A Trend Or A Fad?

Welcome! Another week passes, and while there is much I could discuss, I will try contain myself just to that which is relevant for our positions and where we should be looking for profits in the markets. Otherwise you’ll be wading your way through the Magna Carta… and I risk

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Insider
Chris MacIntosh

How To Make Up To 5,300% In This Unloved Sector

Recent events in the oil and gas industry indicate we’re not far from hitting the bottom of the market. That’s why in today’s Insider Alert we look at four different ways to position for a potential big payoff from the next stage of the cycle. June 2008: US$156.62 per barrel.

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Insider
Chris MacIntosh

Insider Weekly: Are Shipping Companies Leaving “Port Bear”?

While investors are pulling their money out of the U.S. stock market, shipping companies are quietly beginning to put on steam now. In this week’s issue of Insider Weekly, we look at what’s going on in the shipping sector… and also some of the companies that could emerge as the

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Insider
Chris MacIntosh

Insider Weekly: The Oil & Gas Industry Is Imploding But…

The implosion in the oil and gas sector continues. However, recent developments in the industry have us believe that it’s time to start add the oil and gas sector in our Insider portfolio… and position for asymmetric payoffs when the market inevitably turns. We also look at a dozen of stocks

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