Tag: debt

OWTW
CapEx Team

The sound of something snapping

🎙️ NEW PODCAST WITH CHRIS AND BRAD We’ve got a new podcast to share with you this week. Chris MacIntosh and our head trader, Brad McFadden, joined Danny over at CapitalCosm for a wide-ranging conversation that hit on everything — from looming market risks to unexpected opportunities hiding in overlooked corners of

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Global Trends
Chris MacIntosh

A Forecast For the Next Decade

In this post we examine the social and economic trends shaping the the next decade or even century. Buckle up, because this one is going to get bumpy.

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MMT: The Cure More Dangerous Than The Disease?

Watch this: It’s called obligate siblicide. That’s pretty screwed up. You know what else’s screwed up? The largest economy in the world and bearer of what is still the world’s reserve currency has an ever increasing debt pile, which looks close to toppling over. Now, I’ll take this opportunity to

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inflation
Chris MacIntosh

Insider Weekly: Big Caps Are Taking It On The Chin

Welcome back! It happens waaay too infrequently but my gorgeous wife and I just had a couple days away sans kids. Sooo good. Reaally so good. It is also why this is landing in your inbox a couple days later than it usually does. But here’s a taste of what

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Pension Funds Are In Trouble
Financial Markets
Chris MacIntosh

Pensions, Oy Vey

Years ago it seemed that when you hit 65 you’d retire, receive a gold watch, and proceed to spend your pension money on a rocking chair and pot plants. Ten years later you’d be in a box and, since pot plants are cheap, the cost of keeping you alive wasn’t prohibitive. Not anymore. Today

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Gold Bars
Financial Markets
Chris MacIntosh

Gold, Terrorists, And Investing Legends

I apologise in advance today. I don’t have any humour in me, or anything much positive to say – mostly just sadness and a reflection on much of what we’ve been discussing on this blog. Raoul Pal quite correctly mentions that in recessions bad things happen. I don’t think he meant

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