Tag: Insider Weekly

Insider
Chris MacIntosh

Insider Weekly: An Economic Recovery Nobody Notices

Vertigo anyone? This stunning sunset shot was taken by a fellow Insider member (thanks to Ian Gee for sharing) at the infinity pool perched precariously at the top of the iconic Marina Bay Sands Hotel in Singapore. The entire thing sits on what is the world’s largest cantilevered platform (PS:

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Insider
Chris MacIntosh

Insider Weekly: No Love For Japanese Equities

Welcome back! Sunset over the Mediterranean courtesy of Kuppy. In This Week’s Musings and Observations: This week I’m keeping it short as I’ve already hit you with War and Peace (Volatility trade) Japanese equity ownership now stands at 10% EV vehicles and DRC Don’t forget nickel Aussie miners on fire! Bitcoin futures The

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Insider
Chris MacIntosh

Insider Weekly: Three Types Of Investors

Welcome back! Look at this beauty. Sunrise over the Atlantic in northeast Florida (courtesy of Stephen). In This Week’s Musings and Observations: Should we be even thinking about a bear market or crash? It is the bond market to watch out for, not equities European consumer confidence is close to a record high Folks

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Insider
Chris MacIntosh

Insider Weekly: Think Twice Before Shorting Corporate Disasters

Welcome back! This week is just too difficult to pick a winner in the stunning photo category. A collage, therefore, is in order. My collage skills are right up there with my yoga skills – not so much. Left to right and top to bottom. First up, the Scottish highlands

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Insider
Chris MacIntosh

Insider Weekly: Second Order Effects Of The EV “Revolution”

Welcome back! This sunset shot was taken from the living room of your fellow Insider member Pedro from his apartment in New York overlooking the east river from Manhattan. For the uninitiated (newer members) and for all members, a reminder. In each issue of the Weekly, I share with you

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Insider
Chris MacIntosh

Insider Weekly: Commodity Investors Waving A White Flag

Welcome back! Sunrise in Hong Kong courtesy of your fellow member Michael Birley. Actually, you can go listen to my conversation with Michael about the shipping industry here. This Week’s Musings and Observations Contrarian signs in commodities Oil and the big squeeze The perils of the common narrative Deutsche Bank becoming the

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Insider
Chris MacIntosh

Insider Weekly: Do Markets Really Hate Uncertainty?

Welcome back! So much I want to share with you. Let’s get started. This, though not a sunset, comes from one of the Capitalist Exploits team while on vacation in Slovenia. I’m jealous. I hope you like it as much as I do. This Week’s Musings and Observations The key to understanding

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