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 - 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.
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.
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
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