Category: Insider

Insider
Chris MacIntosh

Insider Weekly: Wind Of Change In Europe

In this week’s Insider Weekly, we shift our focus to Europe. Specifically, we look at how rising interest rates affect European stocks and how investor sentiment in the Eurozone is slowly but steadily changing. We also can’t help but marvel at recent developments in commodities. General musings this week: Rising

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Insider
Chris MacIntosh

Insider Weekly: The End Of Oil?

This week, we turn to oil and oil stocks. With oil markets in free fall once again and everyone turning increasingly bearish on oil, the senitment towards energy stocks has never been worse in a generation or two. We also take a closer look at another energy market that’s fallen

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Insider
Chris MacIntosh

One Of The World’s Greatest Bubbles Has Just Been Pricked

Australian (and New Zealand) housing market has been on an absolute tear for the past couple of years. We believe this frenzy won’t go on for much longer. In fact, 1 in 5 Australians are already struggling to pay their mortgage. So today, we look at a couple of ways

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Insider
Chris MacIntosh

Insider Weekly: “Dead Beat Dogs” In Today’s Overvalued Markets

In this week’s “musings” we re-examine the US stock market. Despite calls of an imminent crash our belief remains: correction possible but market collapse unlikely. We also look at nine beaten-up stocks that have the potential to deliver extraordinary returns over the next few years. And we wonder if a trade of the decade is

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Insider
Chris MacIntosh

Insider Weekly: Australia’s Runaway Housing Market

My bearish view on the Aussie property market (and banks in particular) is nothing new, and I’ve been pondering a bearish position for a very long time. But what prompts me to revisit the trade this week was the recent move by a well known fund manager in Australia to liquidate all his portfolio and give it back to investors based on his conviction that the Aussie property market is in for a bashing

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Insider
Chris MacIntosh

Insider #15: A Short Sale Opportunity

Reality will eventually catch up with this co. Funding will dry up, and the stock will reach its intrinsic value which rhymes with hero. Within the next 4.5 years, it will trade below $50. And you can make 2,074% when that happens. Here’s how

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Insider
Chris MacIntosh

Insider Portfolio Review (June 2017)

I wanted to take time out and talk about the portfolio of asymmetric ideas or our “basket of abnormal payoff trades”. First of all what, is the purpose of the portfolio? I think it is a means for subscribers to keep track of the themes that we’re focusing on. Essentially,

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