Tag: China

Position yourself to get lucky

🎙️ NEW PODCAST WITH CHRIS MACINTOSH We have a new podcast to share with you. This time, Chris joined Danny on his CapitalCosm show for another thought-provoking discussion. They dove into some of the biggest macro shifts (and other market events) taking place today as well as the opportunities on Chris’

Read More »
OWTW
CapEx Team

China, China, China

🎙️ NEW PODCAST WITH CHRIS AND BRAD Welcome to 2025! If the events of the past couple of days are anything to go by, we’re up for an “eventful” year… To kick things off, we have a new podcast to share with you today. Chris and Brad recently joined Danny on

Read More »
OWTW
CapEx Team

✍️ “Will you sign my boobs?”

Long-time readers will be familiar with some of the contrarian indicators we discussed here over the years. Things like magazine covers and ETF listings (and also de-listings) that — more often than not — do a fantastic job capturing the market zeitgeist. Just as importantly, they also tend to be

Read More »
OWTW
CapEx Team

Coal: Sold Out – OWTW

Not really what you’d expect from a resource that’s supposedly on the way out, is it? “It’s pretty much sold out,” Peabody Chief Executive Officer Jim Grech said Thursday during a conference call. “We only have a small portion left to be sold for 2022 and for 2023.” Arch’s thermal

Read More »
Energy
Chris MacIntosh

How China is Capturing Global Energy Market Share

I watched with amusement as a man who goes by the name of Xi addressed the United Nations telling them to do more to combat “climate change”. “We aim to have CO2 emissions peak before 2030 and achieve carbon neutrality before 2060.” Unsurprisingly CNN, CNBC and the BBC dutifully published

Read More »

Coronavirus. Listen in to what the professionals are doing

Chris MacIntosh, Brad McFadden principal at Glenorchy Capital and co-editor of Insider at capitalist exploits, Harris (Kuppy) Kupperman from Praetorian Capital, Mike Alkin and his lead analyst Tim Chilleri from Sachem Cove partners, and last but certainly not least, Tim Staermose author of the 4th Pillar at Sovereignman take you through our thoughts on the likely outcomes of Covid-19.

Read More »

Hong Kong, We Will Miss You

The Hong Kong of today won’t be the Hong Kong of tomorrow. Now, I know what some of you are going to say. That Hong Kongers are just money grubbing, fast moving, fast eating, efficiently evolved economic animals. There is a nugget of truth in that. It’s what happens when

Read More »