Chris MacIntosh | TalkMarkets | Page 4
Founder of Capitalist Exploits
Contributor's Links: Capitalist Exploits
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. People sometimes ...more

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The Curse Of The IPO
One of the best contrarian indicators are major IPOs (or ETF listings) in a particular sector. Looking back, the recent Coinbase IPO appears to perfectly fit that bill.
Copper, Not Data, Is The New Oil
A little over a year ago, copper was at just over $5,000 per tonne, and few were crazy enough to even consider having some exposure to copper. Oh, how the times have changed.
Investing For The Greenwash Bubble
Renewables are not green, and some renewables are not even bloody renewable.
One Problem – Two Solutions…And Two Verrry Different Outcomes.
When we exit this chaotic “fog of war” markets will begin to look around, survey the carnage and that’s when balance sheets will begin to matter, and when they do, one region of the world will look healthier than another.
Three Currencies, One’s Corrected And The Others…Ooh Boy
Currencies always provide a release valve for stress, and the Ruble did just that.
The Wise Man Does At Once What The Fool Does Finally
Further monetary stimulus will only increase the gap between the have-nots and have-yachts further…and that will mean social instability will only increase. Not good.
Fed Policy, Chaos Theory, Shale And Dangerous Miscalculations In The Middle-East
Chaos theory rarely features in their investment banking risk models. That’s because there simply are too many permutations to consider. Where do you start?
Simple Not Easy
Government deficits don’t matter and their borrowing ability will be untethered to reality. The quants say it is so.
Bitcoin - The Next Best Risk Reward Asset To Own
Lessons from the Russian ruble collapse and what it may tell us about bitcoin
Macro Hedge Funds: Creating The Right Mix Of Assets
Gold and silver look to have broken out of long boring trading ranges. Technically, they look bullish.
A 21 Sigma Move. Happening Right Now.
It starts with a trickle. Then a rush. And then a flood.
As Gold Nudges Higher…
The central banks have built something far, far worse than the almighty mess that Goldman & co. built going into the GFC. And now they’ve spent the last 6 years loading up on gold.
The Hardest Thing To Do
Tobacco was feared, hated, and disgraced. And yet tobacco stocks have been one of the greatest investments over the last 20 years.
Hold My Beer
I think SoftBank is potentially the “Lehman of venture capital”. Not in the “too big to fail” bracket, but in the “bring down the house” bracket.
What Would You Have Done?
The 60’s and 70’s saw bond yields run from a low around 4% to over 10% at the tail end of the 70’s.
Something Bullish
Something bullish appears to be developing in gold, and we believe that it is indicative of the beginning of a breakdown in the confidence of government bond markets.
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