Category: Insider

Insider
Chris MacIntosh

Insider Weekly: South Africa Fails Econ 101

The more we study what is going on in South Africa the more we are convinced that they have no concept of economic reality. Incidentally, the country also offers one of the best asymmetric trades right now.

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Insider
Chris MacIntosh

Insider Weekly: Turkish Delight

Hello, and welcome back! I’m terribly disappointed this week. Know why? Normally I get at least one sunset photo. This week. None! So instead I took the liberty of obtaining a photo of the Tesla Board of Directors attempting to get their CEO, Elon Musk, the f@#k off Twitter. Next

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Insider
Chris MacIntosh

South Africa: The Basket Case Of Tomorrow

South Africa is heading for an impending societal and economic collapse… not unlike the one we’re seeing in Venezuela right now. In this Insider Alert we highlight 4 different ways to position for what’s coming for South Africa.

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Insider
Chris MacIntosh

Let’s Get Geophysical

Clearly no one is looking at this sector, which we can see as analysts have stopped covering them and a brief scan of the charts tells us they’re about as loved as steak at a vegan food festival. Few would dare tread here as many/most companies that have served the market for years have declared bankruptcy, and others have announced their intention to exit the market entirely.

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Insider
Chris MacIntosh

Insider Weekly: Funding Secured?

Hello, and welcome back! My beach this evening. Don’t forget to send your shots to me. And this one from a few days prior. The body hurtling through the air? My son. At least it’s on the beach. His current passion: parkour. Which incidentally, if you’d like some heartburn, a simple

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Insider
Chris MacIntosh

Insider Weekly: Dollars, Please!

Hello, and welcome back! Tblisi, Georgia courtesy of member Steve. He’s busy getting a second passport there. We’ve our fingers crossed for him. This Week’s Musings and Observations: Dollars, please Offshore drilling picking up McArthur River uranium mine offline indefinitely The “Big Shorter” shorting Tesla Oil Service vs. oil producer

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Insider Weekly: The Single Best $100 Oil Trade

Hello, and welcome back! Lake Oswego, Oregon. Hat tip to member Preston. And this one… Not a sunset but a sunrise. A few minutes after I took this, the sun burst over the top of the mountain last week. Mt. Ruapehu in my neck of the woods while skiing and

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