We’ve got our fair share of risk at the moment. More than our fair share, really. In private conversations with Glenorchy Capital clients, one topic that often comes up is how to manage currency and banking risks. Say, for example, you’re banking in Germany, and you’re worried about the euro
PUTTING THE DOT IN DOT-COM If you’ve been around during the dot-com craze, you’ll remember market darling Sun Microsystems. “We put the dot in dot-com” was their marketing slogan. As it turned out, they really did put the dot in dot-com (though not in the way they’d probably hoped). This
IT’S BACK! The Big Question podcast is back! After a four-year hiatus (can you believe it’s been that long?), Chris sat down with oil analyst Tracy Shuchart (@chigrl) to discuss opportunities in energy and commodities. Tracy is an oil analyst by trade, but her independent thought and fearlessness of digging
Join Chris MacIntosh as he chats with Tracy Shuchart, one of the sharpest oil analysts around, to discuss what’s in store for the energy sector.
The world has become used to cheap money. That paradigm is about to change, and the implications for the US dollar and certain commodities will be enormous.
The meltdown in popular growth/tech stocks continues. As you probably know, the ARK Innovation ETF — the barometer of the “growth” movement — got slashed in half in recent months. But the pain doesn’t end there. One of the best examples of the tech craze must be Peloton, the firm
Insurance companies are reporting an enormous spike in young people dying. If this continues, the second order consequences could reshape markets forever.
R.I.P. OIL? The reports of my death have been greatly exaggerated. To riff off of this popular quote, reports about the (imminent) “death” of oil in the mainstream press have been greatly exaggerated, too. For a few years now, we were among the few contrarian voices saying the coming bull
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