Category: Insider

Insider
Chris MacIntosh

Insider Weekly: Not Waiting For “The Dust To Settle”

Hello, and welcome back! From fellow member Christoph, this sunset photo was taken on his bike ride to work in Stuttgart, Germany. Lucky man! And this one from subscriber James. Stanford, England. This last week I had a family wedding to attend, and so I took my family over to

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Insider
Chris MacIntosh

Insider Weekly: An Overlooked Lesson From The Big Short

Hello, and welcome back! Both of these beauties come from your fellow member Michael. In This Week’s Musings: One of the biggest lessons from The Big Short Japan: the big long Cobalt: testing my resolve Contrarian signs: Monopoly “The Block” Australia: collapsing real estate sales volumes The quiet riot: the

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Insider
Chris MacIntosh

Insider Weekly: A 27-Year Trendless Nightmare

Hello, and welcome back! Is This It? We’ll cover that but first… From fellow member Dean, an Ozark sunset. Fairytale stuff. But not to be outdone by a yank member Philip snapped this beauty. Looking down the Danube in  Bratislava. In This Week’s Musings: Japan: a 27-year trendless nightmare Australian

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Insider
Chris MacIntosh

Reshuffling Our Australian Property Trade

In June last year we issued our alert on Australian banking. This was a bearish alert on the Australian banking sector, which was really a proxy for trading our bearish view on what can only be described as a batshit crazy real estate market aka the Australian property market. We

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Insider Weekly: Not Yet

Hello, and welcome back! This week’s issue is going to be a little, actually a lot, different. Something I feel is worth discussing will be discussed, but first… You lucky bugger! From subscriber Chris: Sunrise in Monaco, where he’s been traveling. And once again, he sent me the same day sunset

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Insider
Chris MacIntosh

Insider Weekly: Don’t Ignore Japan!

Hello, and welcome back! You lucky bugger! From subscriber Chris: On top of Haleakalā in Maui. This Week’s Musings and Observations IMF backing South Africa… and you thought they were the good guys Unintended consequences of tariffs Let us not overlook Japan The great illusionist, delusionist, or dreamer? Portfolio change: Selling

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Insider
Chris MacIntosh

Insider Weekly: Mortgage Stress In Australia’s Housing Market

Hello, and welcome back! You lucky bugger! From subscriber Chris: on top of Haleakalā in Maui. This Week’s Musings and Observations Australian housing: OMG Mercedes brings a gun to the knife fight with Tesla More consolidation in offshore drilling. Too much optimism out there? No! Agricultural production collapses in SA, oil

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