Chris MacIntosh Blog | Talkmarkets | Page 1
Founder of Capitalist Exploits
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Baptized into the world of business and travel at a young age I’ve subsequently lived in multiple countries, traveled to many more and built myself a small fortune investing in businesses and markets that I spend an extraordinary amount of time doing due diligence on.

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World Out Of Whack: The End Of Oil Within 10 Years?
Oil demand will peak at 100 million barrels per day by 2020, dropping to 70 million barrels per day by 2030. That represents a drop of 30 million barrels in real terms and 40 million barrels below the EIA’s current “business as usual” case.
World Out Of Whack: Déjà Vu In The USD Bull Market?
Emerging markets sold a record amount of government debt in the first quarter of this year.
Crisis Meet China – China Meet Crisis
What you see when the liquidity dries up is people start going down… and this is the beginning of the Chinese credit crisis.
Crypto Currencies Go Ballistic - Not Just Bitcoin
The growth in the overall value of the crypto currency markets makes me wonder if we reached an inflection point where the ‘dam has broken’ so to speak and a flood of money is about to pour into this market.
World Out Of Whack: 5 Head Scratchers
The world is a web, interconnected at multiple levels but in it’s entirety it is one giant capital flow chart.
World Out Of Whack: An Absurd Unintended Consequence Of Abnormally Low Rates
By going to zero or negative interest rates, the true market price of risk isn’t just distorted, it’s largely completely unknown at this point.
How Heavy Is This?
Today, bonds are more sensitive to price movements than at any other time in history and the yield achieved on them so low that it doesn’t take all that much for a positive return (just) to turn into a loss.
World Out Of Whack: Does This Energy Deal Signal A Dollar Bear Market?
We know that the biggest (and often the fastest) returns come from asymmetric market moves. But, in order to identify these moves, we must first identify where they live.
An “Investment” Even More Ludicrous Than Government Bonds
What about investing in hard assets like diamonds? Historically one of the most interesting and controversial monopolies is arguably that of the diamond market in recent times.
World Out Of Whack: Iceland, You Won’t Believe It
Iceland’s banking system held assets worth 10 times that of the entire country’s GDP. And that fact is, I believe, why today Iceland is faring relatively well.
World Out Of Whack: Beware The Attention Seekers
Market dislocations occur when financial markets, operating under stressful conditions, experience large widespread asset mispricing.
Oh Sheet, It’s A REIT (The Coming Crisis)
We’re getting to that moment where people realize that rates may finally matter in a highly leveraged economy.
World Out Of Whack: What’s Next For Global Real Estate?
Ever since anyone can remember, global real estate prices have been going up.
Iraq: What You Haven’t Been Told
Since Iraq is a geographically strategic player in the Middle East, understanding what is happening there and with their neighbors could well be very valuable to us as investors. Postwar economies can offer substantial returns.
World Out Of Whack: This Is What Lies In Store For France
The bond market is beginning (finally) to price in a Le Pen victory, complete with all the promises she’s making on the campaign trail, not least of which is exiting the Eurozone and exiting the euro.
Bucket Economics In Global Macro
Is the US equity market overvalued? Yes! Do I want to be short the US equity market? No!
1 to 16 of 37 Posts
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