Today I’ve recorded a very brief message which I hope you’ll enjoy. What’s on my mind is the investments made by market participants who are basing investment decisions on global benchmarks which are severely distorted and where those investment decisions quite simply don’t price risk adequately. The below chart should
I am really excited to bring this conversation to you since in just the last month the cryptocurrency space has experienced two hacks: one to the Ethereum network and one to a crypto currency exchange Bitfinex. I think it’s a good time to revisit Bitcoin. The last time I wrote to
Larry Scharf is a senior vice president of investments at Raymond James in Connecticut. One of Larry’s favourite markets – and one which he’s been studying and investing in for over 30 years – is the gold market. I met Larry over 2 years ago when he became a client of mine
I came up with the idea of “World Out of Whack” while out on a training run. With all the insanity in financial markets, documenting those which are weirder than a 3-dollar bill would make for an interesting exercise. And besides, we’re covering these markets for our own personal investment and trading
Today’s podcast is a little different. I speak with Raoul Pal and we cover a number of topics, running from one to another as they crop up. I hope you’ll enjoy it as much as I always enjoy speaking with Raoul. A Renowned Global Macro Investor For those of you who’ve never
Today I have for you a recorded conversation with Harris Kupperman (Kuppy), a friend of mine who manages Praetorian Capital, a Florida-based hedge fund. Kuppy is one of a clutch of guys who I call on to stress test my views and vice versa. Sometimes we disagree, though more often than
Today I bring you a conversation with Brent Johnson of Santiago Capital. It’s a timely discussion given the chart below where you’ll see how gold has broken both the 3-year as well as the 5-year trend. We discuss the barbaric relic any sane investor should own. Brent also goes into detail
This weekend just gone, my wife and I drove our kids to a park on the other side of town for a kite flying contest. Let me just say that kite flying inspires me for all of 10 minutes. Maybe… just. I guess it’s sort of pretty but it’s completely pointless and,
Capitalist Exploits is dedicated to finding asymmetric risk/reward investment opportunities.
Read Reviews About Us (Trust Pilot)
Reviews/testimonials on Trustpilot by current customers may not be representative of the experience of all others. Capitalist Exploits does not provide compensation for reviews/testimonials and is not involved with nor responsible for content posted.
Capex Internet Content LLC
Al Kazim Building 3
Hor al Anz East
Dubai
UAE