AI’s dirty little secret
🎙️ CHRIS MACINTOSH ON STATE OF THE MARKETS| Capitalist Exploits
We scratched our collective heads over a number of “growth” darlings in these notes over the past years. But probably none of them as nutty as Palantir, which — considering we covered egregious examples like Zoom (more on this one in a second), Beyond Meat, and Peloton — is saying a lot. Ignoring for a […]| Capitalist Exploits
Welcome!| Capitalist Exploits
🎙️ NEW PODCAST WITH CHRIS MACINTOSH| Capitalist Exploits
FRANCE IS THE NEW GREECE| Capitalist Exploits
Let’s do something slightly different today, shall we?| Capitalist Exploits
Long-time readers will be familiar with some of the contrarian indicators we discussed here over the years. Things like magazine covers and ETF listings (and also de-listings) that — more often than not — do a fantastic job capturing the market zeitgeist. Just as importantly, they also tend to be eerily accurate when it comes to signaling market/sector tops (or bottoms).| Capitalist Exploits
