Category: World Out Of Whack

Current Affairs/Politics
CapEx Team

Lara is on Fire

Lara Logan is a South African TV and radio journalist as well as a war correspondent. She is one fierce woman who has toured multiple war zones, personally endured horrendous treatment, and is one of the very few remaining honest journalists out there. I highly recommend watching this 10-minute clip of Lara

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What Would You Do?

Kyrgyzstan: Does this place become Venezuela or Hong Kong? Or something in between? My buddy Kuppy was just there on his way through to look for opportunities in Greece. What he found was pretty interesting… not least because to a certain extent the question above matters less than you might imagine.

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World Out Of Whack
Chris MacIntosh

Warning: Danger Lurks Here

We have a situation where the market is becoming increasingly lopsided at a blistering pace in favour of passive indexing, ETFs and low-vol ETFs over hedge funds with smart active strategies. Read our latest thoughts on what’s likely to result in the coming years…

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World Out Of Whack
Chris MacIntosh

World Out Of Whack: Electricity YAY!

The news of fossil fuelled cars being banned by 2040 has tree-hugging beardies everywhere rejoicing because they will, once and for all, get rid of all those ghastly baby-seal-murdering bastard oil and gas executives. But did anyone stop to think what actually powers Electric Vehicles? Hint: it’s not unicorns and rainbows. We look at this absurd situation from the point of view of an investor.

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World Out Of Whack
Chris MacIntosh

World Out Of Whack: Cubed!

When I set out over a year ago to just once a week highlight one element of absurdity (because it is absurdity which often leads to asymmetry and thus profits) on this ball of dirt we call home, it was inevitable that I wouldn’t have much trouble in finding things

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