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Author: Demonetized

Portrait of a Very Serious Investor

The Very Serious Investor is quite disturbed by recent goings-on in illiquid, small cap stocks with high short interests. These happenings represent a…
Demonetized January 29, 2021
3 Comments

The End of the Beginning

ET contributor Demonetized is back, grappling with some investment themes here at the end of the beginning. The skinny: deep value is at best a tacti…
Demonetized May 20, 2020
6 Comments

Hyakujos Fox

ET contributor Demonetized creates his own koan in this very personal note. Is morality socially constructed through a process where biological syste…
Demonetized December 3, 2019
2 Comments

On The Great Jihad And Other Possible Futures

ET contributor Demonetized channels his inner Paul Atreides to look at possible market futures - The Great Jihad, The Great Reset, and The Zombieficat…
Demonetized September 26, 2019
9 Comments

What You Call Love

"What you call love was invented by guys like me. To sell Nylons." Every missionary has his own version of the Don Draper quote. Politician: What yo…
Demonetized August 7, 2019
2 Comments

Every Shot Must Have a Purpose

Golf, as the saying goes, is a good walk spoiled. But ET contributor Demonetized finds meaning in golf's pathology of failure. Swing mechanics and gi…
Demonetized July 10, 2019
12 Comments

The Life Aquatic

New from ET contributor Demonetized ... how do you handle a counterparty that has engineered a Heads I Win, Tails You Lose investment? You must be a…
Demonetized May 17, 2019
1 Comment

The Funnel

We know what fiat news is: the presentation of opinion as fact. We also know what fiat news looks like: pop on over to Vox and skim a few stories. B…
Demonetized April 19, 2019
2 Comments

The Ants and the Grasshopper

ET contributor Demonetized takes a fresh look at the fable of the Ants and the Grasshopper. Or rather, it's an Epsilon Theory look, with Clear Eyes an…
Demonetized March 28, 2019
14 Comments

The Grand Inquisition

The Nudging State and Nudging Oligarchy believe they are giving us a gift: Freedom from Choice. Except that it is neither a gift nor freedom in any …
Demonetized March 11, 2019
7 Comments

The Alchemy of Narrative

Every investor who wants to understand narrative and its impact on markets should read "The Alchemy of Finance", by George Soros. ET contributor Demo…
Demonetized February 18, 2019
3 Comments

They Live!

If you view the world through Clear Eyes, and hold loosely to your convictions, you'll have an easier time adapting to a dramatic shift in the market …
Demonetized February 11, 2019
6 Comments

Kobayashi Maru

When facing a no-win scenario, sometimes the only rational choice is for our advisers and managers to change the conditions of the test. That doesn't …
Demonetized January 29, 2019
4 Comments
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