In The Media Category Archive - Article

What to do when markets and media collide, why bank stocks could rally, and an energy play to avoid

The Globe and Mail – Date: January 9, 2018
Category: Article
Tags: Ben Hunt, narrative

Dr. Ben Hunt’s note, “The Three-Body Problem,” was called one of the best investing columns of 2017 by Scott Barlow at The Globe and Mail.

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Like This Irrational Bull Market, Trump’s Braggy Market Tweets Have No Downside

Dealbreaker – Date: November 30, 2017
Category: Article
Tags: Ben Hunt, Trump, Twitter, Equities

Dr. Ben Hunt’s note, “Pecking Order,” was quoted in this article about Trump and his communication strategy to tout the latest equity rally.

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Investors must watch what the Fed does, not what Yellen says

South China Morning Post – Date: July 18, 2017
Category: Article
Tags: Ben Hunt, narrative, game theory

Dr. Ben Hunt’s note, “Gradually and Then Suddenly,” is quoted extensively by the South China Morning Post.

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The Wall Street dad bro is having an existential crisis

Business Insider – Date: June 23, 2017
Category: Article
Tags: Ben Hunt, narrative, game theory

Reporter Linette Lopez quotes Salient’s Dr. Ben Hunt in this Business Insider article about the challenges related to investing in today’s markets.

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Why investors trust companies more than governments

CNBC – Date: June 13, 2017
Category: Article
Tags: Ben Hunt, stocks, election

Dr. Ben Hunt’s Epsilon Theory note “Westworld” is quoted in an article on CNBC.

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Watch Out: Market for Negative-Yielding Bonds Could Dry Up

Barron's – Date: November 17, 2016
Category: Article
Tags: Ben Hunt, narrative, Fed, rates

Michael Arone, chief investment strategist at State Street Global Advisors, was quoted in Barron’s about negative yields. He gives credit to Dr. Ben Hunt for his thinking: “the behavioral why of return-seeking bond buyers versus income-seeking bond buyers” as the key to understanding why negative rates are so dangerous.

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For Hedge Fund Investors, Calm Uncertainty Over Trump’s Direction

New York Times – Date: November 10, 2016
Category: Article
Tags: Ben Hunt, narrative, Fed, Trump, Brexit

Dr. Ben Hunt’s reaction to the Trump win was quoted in The New York Times: But market reaction on Wednesday after Mr. Trump’s victory was decidedly calmer. “This ain’t Brexit,” Ben Hunt of Salient Partners said, adding that the markets were already reacting positively to the news overnight. “There is a positive narrative around Trump taking place. You’re not even seeing that initial fear stage that you had with Brexit.”

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Global Debt Investors: The Silence of the Lambs

ValueWalk – Date: October 19, 2016
Category: Article
Tags: Ben Hunt, narrative, Fed

ValueWalk quotes from Dr. Ben Hunt’s Epsilon Theory note: “Is it possible for the growth of household wealth to outstrip the growth of our entire economy?”

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