₿ TIME TO GET BACK INTO BITCOIN? Long-time readers will know we got into Bitcoin back in 2016, but unloaded it in March of 2021 for a simple reason. We were getting concerned that the pointy shoes would never leave crypto alone as it’s an escape route. Looking at Bitcoin’s run
NEW PODCAST WITH CHRIS MACINTOSH Chris was recently on the CapitalCosm podcast to talk about today’s macro landscape and the opportunities it presents. Here’s just a handful of the topics they discussed: You can listen to the entire conversation here. ARGENTINA Staying with the biggest opportunities in today’s market… How about Argentina?
With the media circus focused on the pointy shoes at the Fed this week, we thought it would be fun to follow suit and do something a bit different. Today, we’re dusting off a fictional piece Chris wrote many moons ago — a central banker’s diary entry. Enjoy! Life Through
Today, let’s take a look at one of our favorite (and most obscure) corners of the stock market: offshore drilling stocks. We believe the upside in these stocks will likely surprise everyone in terms of duration and magnitude. Right now, the offshore drilling sector is priced as if it’s on
“THE DRUCK” SPEAKS We watched this in-depth conversation with the legendary Stan Druckenmiller, and one particular quote stood out: Actually, I think it was just a little over two years ago, I went on national television and said we had monetary policy that was the most reckless and extreme relative to
LESSONS FROM THE “GROWTH” MANIA We can’t stop marveling at the boom and bust cycle that has been unfolding in “growth” stocks. We promised it would be one for the history books, and here we are today. After an epic boom, we’re now witnessing a bust that’s just as spectacular
Whoo boy! Bitcoin has been on a tear lately. This year alone, it’s up 75%. With this impressive rise, bitcoin bulls are coming out of the woodwork with lofty predictions — $50,000, $100,000, even $10 million… We shared with you last week our thoughts on de-dollarization and the predictions about
Our friend Tracy Shuchart (@chiglr) shared this article highlighting the reality of the “green transition.” The coal fleet grew by 19.5 gigawatts last year, enough to light up around 15 million homes, with nearly all newly commissioned coal projects in China, according to a report by Global Energy Monitor, an organization that tracks a