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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Our World This Week - WallStreetBets, Meet Yellowcake
Perhaps we’re too old to understand it, but we can’t stop marveling at the headline-grabbing insanity in the NFT market either.
Our World This Week - Bargains In A Bubbly World
It's not all bubbly and frothy out there. Stocks in emerging markets are fast approaching generational lows, at least compared to the S&P 500.
Our World This Week - The Tale Of Two ETFs
A shift of capital out of both bonds and “growth” could be in the offing.
Beware The Witches
When the largest coal ETF (KOL) was de-listed in December last year we suspected the worst was already in for coal stocks and the sector was about to turn the corner.
Our World This Week: The Greatest Heist In History
Everyone loses but large multinational corporations get richer. Yaay!
Oil Is The New Tobacco
Attitudes towards oil (and fossil fuels) in the West today are eerily similar to attitudes towards the tobacco industry in the late 1990s.
Our World This Week: The Cat's Out Of The Bag
As far as markets go, the “irony” of the prevailing belief that any inflation will be temporary is that the weighting to sectors which are the best inflation hedges (commodities) is the lowest in about 100 years.
EC Our World This Week: It's All 'Transitory'
As crazy as the valuation of "growth" stocks has become, we can easily see the same for "inflation hedges" over the coming years.
Bitcoin: A Crystal Ball Or Luck? – OWTW
It’s not just bitcoin and the crypto market. Now is a time to be very careful of just “buying the market” or wildly following what is hot because there is so much speculation occurring.
EC HH 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.
What The Future Looks Like
How to look at the world through the eyes of a money manager in search of asset protection, deep value, and asymmetric opportunities, all with an emphasis on deglobalization.
EC 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.
1 to 16 of 98 Posts
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