Chris MacIntosh | TalkMarkets | Page 2
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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Predictable
As long-term investors, we shun what’s expensive and gravitate towards what’s cheap. In recent years, that meant backing up the truck on energy, particularly oil and gas and coal, and resisting the seductive siren call of “growth stocks.”
Our World This Week: Gilty As Charged
The longer we are in this game the more “right and “wrong” become a blur or at least various shades of grey.
Our World This Week: Getting Spanked
It’s no surprise that anyone with their money in a 60/40 portfolio is getting torched this year.
Welcome To The Dark Ages 2.0
In the world of soaring energy prices and increasingly common rolling blackouts, “dark humor” gets a completely new meaning.
Currency Vs. Money
Currency is issued by the state, while money is chosen by the market. The closer the ties of currency to money the greater the level of trust in it.
Here A Boom, There A Bust ...
From a market behavioral perspective, bull markets begin in pessimism, grow in skepticism, mature in optimism and die in euphoria.
Time To Get Greedy?
On the surface, it seems like a fertile hunting ground. But once you look under the hood, not so much.
Time To Buy Stocks?
Every great bear market in commodities was preceded by raging capex spending.
Tech Stocks: Avoid The Undertow
The tech sector has an undertow to it. It started slowly in 2021, but as more names get swept out to sea, the strength of the undertow only grows.
Our World This Week: Netflix CEO's Choice Words On Crash Fallout
The way we see it, Netflix is but one of the grossly overvalued growth stocks that have succumbed to gravity in recent weeks.
Central Bank Hubris: Bubble Finally Bursting?
If you think that it is just energy that is affected by the Ukraine war, then think again.
Be Careful What You Wish For
Sanctimonious demands for a rush to cutting off Russia's oil and gas profits fall into the "cutting off your nose to spite your face" category.
Our World This Week: Back To The Dark Ages
Some of the folks making projections need to be given a crayon and a coloring book. Meanwhile, being chill gets ominous.
Ghosts Of The Dot-Com Bubble
After mimicking the Nasdaq during the dot-com boom, Cathie Wood’s ARK Innovation ETF (ARKK​​​​​​​) — the poster child of the current growth wave — seems to be also following the patterns of the dot-com bust.
Our World This Week: Let Them Eat ... Soy?
Even at $75-ish per barrel, oil is a major political point of contention these days as the average voter is feeling the pinch of rising prices at the pump.
The Next Tesla
After the IPO earlier this week, Rivian sports a market cap of $146 billion, which makes it bigger than Starbucks and American Express.
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