🎙️ NEW PODCAST WITH CHRIS MACINTOSH Chris joined Christian White on his podcast… and as usual, no topic was off limits. A few of the things they chewed on: Pour yourself a glass of Malbec (or a cup of matcha latte) and listen to the entire conversation on Youtube here. 🐦 SOMEBODY’S GOTTA
🎙️ NEW PODCAST WITH CHRIS MACINTOSH Chris joined Danny on the CapitalCosm podcast. With a war reshaping global energy markets and Wall Street looking the other way, they had no trouble filling the time. Here are just a few of the topics they covered: If you’ve been trying to make sense
🎙️ CHRIS MACINTOSH ON STATE OF THE MARKETS Nearly two hours of big ideas, contrarian insights, and more than a few uncomfortable truths. Chris recently sat down with Tim Price and Paul Rodriguez on their State of the Markets podcast to unpack today’s chaos — from sovereign debt issues to the madness of passive
🎙️ NEW PODCAST WITH CHRIS AND BRAD Chris and Brad joined Danny on the CapitalCosm show to talk about the energy market and the opportunities they’re seeing right now. Here’s just a smattering of the topics the gents have touched on: …and much more. You can listen to the entire conversation on Youtube here.
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
No, really. Especially about crappy things like this. But here we are and the pointy shoes in Berlin have a solution to their self-inflicted energy catastrophe. You wanna know what it is? Nationalize their energy assets. I know, I know… it’s what Venezuala did and it’s been tried and tested
Human beings — regardless of race, religion or culture — like to embrace any belief that is absolute. This is because absolute beliefs are simple, easy to comprehend, and false positives that offer us a false sense of security. If we come to believe that a particular idea, place, or
So the EU, already in the middle of the worst energy crisis since the Arab oil crisis and likely worse, is now pushing to eliminate imports of Russian coal. Just so you understand the importance of Russian coal to Europe… Some 70% of Europe’s thermal coal comes from Russia. Coal accounts
