ET Pro China Monitor

Office Hours Recap 01/20/2023

By Harper Hunt | January 23, 2023 | 0 Comments

These are the major topics and ideas we discussed during the 01/20/2023 Office Hours as well as some of the biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time.

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Why Am I Reading This Now? 01.23.23

By Harper Hunt | January 23, 2023 | 0 Comments

Recent major media stories that feel to us like they’re part of a larger narrative campaign.

When Does The Story Break?

By Ben Hunt | January 20, 2023 | 0 Comments

Whether or not Blackstone and Starwood are successful in maintaining the Story of Adequate Liquidity and preserving their private REIT franchises through this storm depends on one thing and one thing only – how bad is the storm going to get? If it’s a “soft landing” or a “mild recession”, then they’ll sail through this fine. But if it’s a bad recession …

Unfortunately for private REIT managers and their LPs, I think the odds of a bad recession in 2023 went up substantially this week.

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Metaphysics, Consciousness, Nature of Reality: a Thread from the ET Forum

By Ben Hunt | January 19, 2023 | 103 Comments

The craziest thing happens when there’s no audience, when you’re talking with other actual human beings for the right reasons … you not only have actual conversations, you not only move quickly past politics into subjects that are far more interesting and far more relevant to our actual lives than politics, but you make actual friends

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Why Am I Reading This Now? 01.16.23

By Harper Hunt | January 17, 2023 | 0 Comments

Recent major media stories that feel to us like they’re part of a larger narrative campaign.

Hodor

By Rusty Guinn | January 10, 2023 | 29 Comments

The Story of Adequate Liquidity doesn’t exist and shift on the margin. Instead, it exists in two states: it is normal, or it is broken. Once the threshold between these states is crossed, it is very hard to tell the old story. Sometimes impossible.

There is almost no price too high to keep that story from jumping over that threshold.

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Office Hours Recap 01/06/2023

By Harper Hunt | January 9, 2023 | 0 Comments

These are the major topics and ideas we discussed during the 01/06/2023 Office Hours as well as some of the biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time.

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Why Am I Reading This Now? 01.09.23

By Harper Hunt | January 9, 2023 | 0 Comments

Recent major media stories that feel to us like they’re part of a larger narrative campaign.

Big Shift in January Narrative Monitors

By Ben Hunt | January 6, 2023 | 0 Comments

I expect Wall Street and financial media to trumpet the “soft landing” thesis pretty loudly over the next few weeks. Is this correct? Personally, I don’t think so. Six months from now, will we have a soft landing or a hard landing? Personally, I think it’ll be a hard landing.

But who cares what I think!

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Office Hours Recap 12/30/2022

By Harper Hunt | January 3, 2023 | 0 Comments

These are the major topics and ideas we discussed during the 12/30/2022 Office Hours as well as some of the biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time.

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