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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1 to 16 of 27 Posts
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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!
World Out Of Whack: Oh, Yeah? Or What?
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.
Will This Be The Result Of The Trump-Abe Meeting?
After our amigos south of the US border, Trump’s favorite punching bag appears to be China.
Things You’ll Never Believe
We’re not in any “normal” investing environment today. What worked for the last 10 years almost certainly isn’t going to continue to last for the next 10.
World Out Of Whack: Trump, TPP, And Taking On China
Market dislocations occur when financial markets, operating under stressful conditions, experience large widespread asset mispricing.
EC Mexico On Sale (And How Best To Play It)
The Peso is cheap and by many accounts the greenback is not, but this is knee-jerk, first level thinking to simply buy something when it’s cheap.
One Of These Is Likely To Break - Oil Or The Dollar
I've laid out the dollar thesis - it's not finished with its bull run. In fact, I think it's going to surprise even the bulls as to how high it goes in the next few years. In the near term, however, weakness is to be completely expected.
The 5-Step “Evolution” Of A Family Office
How family fortunes get built, and Lost.
Pressures Mount On Aussie Banks
Rising interest rates are putting more and more pressure on Australian banks
Indexing Lunacy
In the real world, we call it socialism. In the investment world, we call it indexing.
So Many Questions: Sushi Or McDonald’s?
What you really need to be a good investor? It's not a fancy degree or a CFA.
1 to 16 of 27 Posts
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