Tag: real estate

Global Trends
Chris MacIntosh

An Inconvenient (Actuarial) Truth

Insurance companies are reporting an enormous spike in young people dying. If this continues, the second order consequences could reshape markets forever.

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New Zealand Real Estate Market
Financial Markets
Chris MacIntosh

Another Real Estate Market Ripe For A Bust

Do you remember the movie American Psycho where nobody was afraid of Patrick Bateman? At least not until they were all relaxed and then… Whoah! He reared up with that shiny axe and chopped them into bits. As a viewer you knew the guy clearly had issues. And after the first murder

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Colombia
Podcast
Chris MacIntosh

KISS in Colombia

KISS… You’ve likely heard the acronym used before: Keep it simple, stupid! It can be applied to anything in life, except for perhaps keeping one’s wife happy which is why man invented quantum physics. I was reminded of this when a friend recently began complaining about his very expensive luxury imported

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Grave
Global Trends
Chris MacIntosh

We Should All Strive to Be “Grave Dancers”

In the investment world he’s known as the Grave Dancer. Like many successful and outspoken men, he is loathed by some and loved by others. Whatever you may think of him, it’s valuable to keep an open mind to both success and failure in order to seek the former and

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iPad
Chris
Chris MacIntosh

This Country Offers More Than Just Discounted iPads

Everyone likes to buy things at a discount, right? This fact, together with human irrationality, explains why masses of eager shoppers line up in front of stores on the first day of a holiday shopping season. Black Friday anyone? While not exactly buying a new J. Crew V-neck sweater 30% off

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Medellin Metro
Global Trends
Chris MacIntosh

Sam Zell May Be Onto Something Here

Many, many years ago on a flight from New York to Vancouver I recall sitting next to a C-level executive from a pharmaceutical company which conducted business “globally,” as he put it. “Global” being, as it turned out, the US and Canada. I had to humbly submit to his “international

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Yes, Colombia! A Country in our Radar

One of the reasons I spend a lot of time in New Zealand, whilst having grown up in South Africa, apart from the breathtaking beauty and unbelievable lifestyle, is that South Africa completely blows New Zealand away when it comes to crime (pun intended). Crime clogs the economic pipelines of

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Soap Bubble
Financial Markets
Chris MacIntosh

The Anatomy of a Carry Trade Bubble

Last week I discussed some very important things, not the least of which was how to get rock hard abs. Equally as important is how asymmetry builds in nature and in financial markets. Today I wanted to continue the discussion. A question posed by a reader prompted me to think about

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