Chris MacIntosh | TalkMarkets | Page 3
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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Our World This Week: EVs And Lingerie
Few things describe today's market better than Naked Brands' excursion into electric vehicles ... and the market's enthusiasm for it.
Taking Positions On The Future Of Fuel
Coal is sold out; China attempts to reboot nuclear; food shortages correlate with fossil fuels.
Our World This Week: What The Frac?
It wasn’t that long ago when uranium was almost as hated as coal, and fracking was a bad word.
The Inflation Cat Is Out Of The Bag
The pointy-shoes just declared “transitory” a dirty word (yes, really!). They now tell us that — much like with COVID — we have to learn to live with high inflation.
Santa’s Out Of Coal Too
It took a painfully long 10 years, but commodities just hit a new all-time high.
Our World This Week - You Can't Make This Stuff Up
While coal prices have been doing what we promised they’d do (go higher), coal equities, while having doubled (roughly), still have a looong way to run.
Our World This Week - No Love For Commodities
The run we’ve seen so far is far from over. We remain convinced it’s just getting started. Or we’re wrong, and we’re in for some wonderful exponential age of never ending prosperity brought to us by insanely overvalued tech stocks and bond markets.
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.
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.
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