Let’s do something slightly different today, shall we? Specifically, let’s peek behind the curtain and look at a couple of investment themes that we’ve been involved with here at Capitalist Exploits HQ. Some you’ll probably find surprising, while others less so. First up, uranium… URANIUM: IS THE DAM BREAKING? Long-time
NEW PODCAST WITH CHRIS MACINTOSH AND BRAD MCFADDEN We have a new podcast episode for you today — a very special one. Chris is joined by our head trader, Brad McFadden, in a conversation with Jesse Day from the Vancouver Resource Investment Conference (VRIC). Brad normally stays behind the scenes
NEW PODCAST WITH CHRIS MACINTOSH Chris joined Tom Bodrovics on Palisades Gold Radio a few weeks ago to talk about the recalibrations and rotations of capital taking place in the world right now. A sexy topic, indeed. But considering the market events over the past couple of days, their conversation
MAGNIFICENT 7: A GIANT SUCKING SOUND Hear that? It’s the sound of money being sucked into the Magnificent 7 (Nvidia, Microsoft, Apple, Alphabet/Google, Amazon, Tesla, and Meta/Facebook). So much so that the Magnificent 7 are now bigger (by market cap) than ALL the world’s energy, basic materials, utility, and transportation
Long-time readers will be familiar with some of the contrarian indicators we discussed here over the years. Things like magazine covers and ETF listings (and also de-listings) that — more often than not — do a fantastic job capturing the market zeitgeist. Just as importantly, they also tend to be
WOULD YOU RATHER — ROUND 2 We highlighted a somewhat absurd comparison last time between NVIDIA and a smattering of Germany’s finest blue chips. Keeping with that theme, here are a few stats that are bound to really impress folk at a cocktail party (or — depending on the company
Would you rather own NVIDIA? Or would you rather own… You probably need a break just from scrolling through this long list, but our point is this: Instead of NVIDIA (with a market cap of $2.2 trillion), you could own all these German blue chips (collectively valued at $1.84 trillion)…
NEW PODCAST WITH CHRIS MACINTOSH Chris recently sat down with Ladislas Maurice from the Wandering Investor to discuss the rapidly-changing macro landscape and what that means for folks allocating their capital. Here’s just a smattering of the topics they covered: …and much more. You can listen to the entire conversation between Chris
