Tag: Greece

Great Wall
Financial Markets
Chris MacIntosh

Can You Hear the Fat Lady Singing? – Part II: The China Connection

Greece is connected to China by the very same thing which has been connecting sex, drugs, and rock’n’roll since Bretton Woods – dollars. Last week I shared some thoughts on the unintended consequences of actions taken in Europe and why Greece may matter as a result. There is zero chance

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Metropolitan Opera
Financial Markets
Chris MacIntosh

Can You Hear the Fat Lady Singing? – Part I

Raoul Pal, author of the Global Macro Investor and the co-founder of Real Vision TV, is one of my favourite thinkers and investment minds. Regrettably I’ve not met him… yet, though I’ve been fortunate enough to meet his business partner Grant Williams, who is both smart, genuine and intellectually curious.

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Greece Flag
Financial Markets
Chris MacIntosh

While the World Watches Greece THIS is Happening

Watching the ongoing Greek saga unfold is enough to make a blind man grimace. Capital controls which could be seen coming down the track like a freight train are but one more notch on the disaster stick called European Monetary Union. Why talk of Greek debt negotiations is even taking

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Faith in Chaos

I’ve been absent for a few weeks and for that I make no apology. The recently concluded New Zealand meet up over the last few weeks left me with little time for luxuries such as sitting down to jot out some thoughts to you. Hopefully, when I do get something

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S”pain”… Still More to Come

  Spain. For those who may not be aware, Spain is a country which enjoyed one of the largest real estate manias in living memory. It continues to find itself mired in economic, political and subsequent social stresses. By the way, if you are not already a subscriber to one

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This is Who Will Save The World!

Japan has just shocked the market with…you guessed it, a widening trade deficit. We spilled a fair bit of digital ink explaining why the Japanese Government fiscal situation is a moth in search of a flame. Our complimentary report which you can download, print and doodle on anytime you please…(really we’ll take

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Don’t Go Getting Cute with Giant Moves

Most readers will by now be well aware of the cliff that the precious metals stepped off last week. I’ve got a few thoughts related to this. When looking rationally at our private equity portfolio of companies we are funding via PP’s, or in fact any unlisted and illiquid investments,

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Greek Debt: Why Politicians are so Successful

It takes a uniquely special idiot to grab my attention these days, as there exists a smörgåsbord of options to pick from. One example caught my eye fresh off the press: “We must avoid the country’s collapse at all costs. Now is not the time to step back,” – Greek

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