Capitalist Exploits

Global Investment Research

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The contrarian gods strike again 23 Oct 2026
🎙️ NEW PODCAST WITH CHRIS MACINTOSH We have a doozy of a podcast to share with you today. Chris joined Francis Hunt of The Market Sniper on Danny’s CapitalCosm channel. They come at markets from different angles, but they tend to end up in the same place, which made for a lively…
Where there’s smoke, there’s fire 11 Sep 2026
Today’s issue is a bit of a detour from what you might be used to. But we strongly feel it was worth alerting you to a growing trend we’ve been seeing in our asset management business, Glenorchy Capital. Over the past months, whenever a prospective client comes to us with their…
Your Pension Owns One Thing, Four Times 05 Sep 2026
Clients started sending us their 401(k) statements and asking what was in them. We looked at a lot of them, and they're all more or less the same: four sleeves that look like diversification and turn out to be one position held four ways. The international fund holds the chip…
AI: It’s stiff drink time! 21 Aug 2026
NEW PODCAST WITH CHRIS MACINTOSH To start, Chris’ thoughts on the most pressing geopolitical and macro topics. Chris joined Danny from CapitalCosm for what Danny described as packing 100lbs of isht into a 50lbs bag (or 46kg of isht into a 23kg bag for our non-American friends),…