Tag: China

Weekly Recap
Chris MacIntosh

Thank God For “Mail”

Mail thinks this is junk. Mail is smart. I propose we put “mail” onto Goldman, who it’s nice to see are squirming over the seemingly unimaginable fraud which they actively assisted in perpetrating robbing the 1MDB Malaysian sovereign wealth fund of some $5 billion. If you think Way Gilstrap (above)

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Those Sneaky Chinese

Devilishly Deceptive Making History 28 billion euros in market cap. That’s how much Bayer has lost following its acquisition of Satan Monsanto. It is the largest destruction of capital in German stock market history… and it couldn’t happen to nicer folks. Funding Secured Staying with Europe… sorta. https://twitter.com/DavorKunc/status/1040962515742666753 Now THAT is

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Financial Markets
Chris MacIntosh

Pop Quiz: What’s The Most Asymmetric Energy Play?

First, some fun facts regarding the Pareto distribution: Business: the top few customers account for a bulk of the profits Insurance: a small number of big claims account for a bulk of payments Settlement: a small number of cities include a bulk of the population Languages: the most frequent words

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Insider
Chris MacIntosh

Insider Weekly: A Supply Crunch Nobody Sees Coming

Welcome back! Mt. Batur in Bali. Thanks a lot to your fellow subscriber Elizabeth. And one from subscriber Mike. Anzac Day parade… taken 10 years ago. Don’t forget to send me your sunset shots to share with all. Onto This Week’s Musings and Observations: Why Texas Tea is going to $100

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World Out Of Whack
Chris MacIntosh

World Out Of Whack: China Launches Official Investigation Into US Intellectual Property Practices

If you’ve a business built on IP, then may I suggest that looking NOW, ahead of trouble, for the best domicile could well provide you with the best ROI you’ll ever get. In this week’s World out of Whack we examine the lunacy of trade wars on IP, and what the underlying reasons may be for the latest spat between the U.S. and China.

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Focus On What Matters
Podcast
Chris MacIntosh

Determining What Matters

This weekend just gone, my wife and I drove our kids to a park on the other side of town for a kite flying contest. Let me just say that kite flying inspires me for all of 10 minutes. Maybe… just. I guess it’s sort of pretty but it’s completely pointless and,

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Drunk Super Mario and Luigi
Financial Markets
Chris MacIntosh

Can Binge Drinking Really Cure Alcoholism?

Have you ever wondered who these people are? The people who decide how much capital should cost, how much credit and cash should be issued. You know, the twits who dream up QE, ZIRP and NIRP. Where do they come from? Who pays their wages? Where do they get these

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