Chris MacIntosh
March 3, 2018
VRFB – It’s Not An STD, But It May Be Contagious
Ugly… and bad for your health. I was “lucky” enough to grow up looking at these in Johannesburg. Not these ones exactly, but they looked exactly the same. They were right outside my window and there wasn’t a day that passed when they didn’t look down on me like some
Chris MacIntosh
March 2, 2018
Insider Weekly: It Can’t Be That Obvious, Can It?
Welcome back to this week’s issue of the Insider Weekly. Fiji, easily one of my favourite places on earth, looks like it’s on fire. This one taken from the main island of Viti Levu. Hat tip to member Johannes. In This Week’s Musings and Observations Portfolio updates The best discussion on uranium
Chris MacIntosh
February 23, 2018
A 58% Wipeout Is “Best Case”!
Two of of the best “tried and tested” ways to rapidly grow your wealth are to: Use leverage in a rising market and Flog equity at ever rising prices (à la Tesla) Both methods work, but leverage is not unlike that smoking hot girlfriend you used to have who was,
Chris MacIntosh
February 21, 2018
Insider Weekly: Bulls Are Freaking Out
Welcome back to this week’s issue of the Insider Weekly. Sunsets from up high can be quite magical, and you don’t get a helluva lot higher than a sunset from 11,000 meters, just outside of San Diego. Hat tip to Michael. In This Week’s Musings and Observations: Bulls freak out
Chris MacIntosh
February 17, 2018
Our New Overlords?
Intelligence is easily the most profound qualifier for why we humans rule planet earth. It’s also only the smallest percentage that makes all the difference. Consider that we share about 90% of our DNA with blimmin’ mice for goodness sake. And yet the differences couldn’t be starker. In fact, we
Chris MacIntosh
February 16, 2018
Insider Portfolio Review (Part 2)
Welcome to part 2 of our portfolio review (you’ll find part 1 here). Let’s dig in. There is a lot to cover. Shipping No change. We are bullish on the shipping sector overall (via exposure to the Guggenheim Shipping ETF) but we are focussed on the dry bulk sector (represented by
Chris MacIntosh
February 15, 2018
Insider Portfolio Review (Part 1)
Welcome to what is part one of a review of the Insider portfolio. Before we do that just a few words on the portfolio. This portfolio is designed to keep “score” of what our big calls are and how they are travelling/performing. We update the portfolio at the end of each
Chris MacIntosh
February 10, 2018