Tag: China

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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Donald Trump
Emerging Markets
Chris MacIntosh

2016: The Year When China Put Trump On The Throne

Note: The following is a parody. Characters are fictional (some, at least) and any similarities that may exist with people real or imagined are purely coincidental. Really! December 10, 2015, around 2 AM Zhou Xiaochuan, governor of the PBOC, turns to his wife, unable to sleep: “We just spent $150 billion this

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Lightbulb
Global Trends
Chris MacIntosh

Is Trouble Brewing in the Electricity Market?

After the series of articles discussing the shale oil industry I received a lot of feedback discussing both shale oil and energy in general, including the following from a reader discussing electricity in Europe: Chris, Here’s the puzzle I am trying to figure out: Will there be mean reversion with regards

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