ET Pro China Monitor

Cursed Knowledge #27: Panera Lemonade

By Harper Hunt | February 9, 2024 | 11 Comments

Panera’s in hot water over their charged lemonade. After building their brand on clean and healthy food, they’re now facing several lawsuits claiming their lemonade caused permanent heart damage and even death. So what’s really going on with the lemonade? And why is the story surrounding it so misleading?

The ‘No Landing’ Narrative

By Ben Hunt | February 8, 2024 | 0 Comments

We’re starting to pick up the “no landing” macro scenario in The Narrative Machine.

Useful Idiots

By Rusty Guinn | February 7, 2024 | 20 Comments

Yes, Virginia, western news media are often useful idiots.

But let’s be real: so is Tucker Carlson.

The Bitcoin ETF Tipping Problem

By Dave Nadig | February 6, 2024 | 11 Comments

ET contributor Dave Nadig was there at the beginning of ETFs, and he’s forgotten more about their structure and operations than I will ever know.

In this excellent note, Dave digs into the Bitcoin ETF “tipping problem”. It’s a fascinating read on where narrative runs headlong into the real world of market mechanics.

Death and Rebirth: In Precious Metals, Crypto, and the 6th Grade

By Matt Zeigler | February 5, 2024 | 10 Comments

“Nice yellow pants, freak.”

Nobody is immune to getting slapped with a label, especially when you’re a new kid in middle school. The trick is not selling out. The trick is owning your identity.

That’s true for Wall Street, too.

It’s All True (Eight Thoughts on Justin Mohn)

By Ben Hunt | February 2, 2024 | 23 Comments

Eight thoughts that I can’t reconcile about about Justin Mohn, the 32-year-old in Levittown, Pennsylvania who murdered his father, cut off his head, and made a YouTube video showing off his trophy and saying he did it because his father, who worked for the US Army Corps of Engineers, was part of the “Biden regime” and was a “traitor to his country”.

It’s All True

By Ben Hunt | February 2, 2024 | 23 Comments

Eight thoughts that I can’t reconcile about about Justin Mohn, the 32-year-old in Levittown, Pennsylvania who murdered his father, cut off his head, and made a YouTube video showing off his trophy and saying he did it because his father, who worked for the US Army Corps of Engineers, was part of the “Biden regime” and was a “traitor to his country”.

Breaking News #14: Harvard Material

By Harper Hunt | February 1, 2024 | 9 Comments

Harvard has some of the most stringent admission standards of any university. Most people will never have the opportunity to receive a degree from this elite institution. But that doesn’t mean you can’t obtain your “graduate certificate” in fields like Museum Studies, Social Justice and Digital Storytelling all for the bargain price of $12,880 from the Harvard Extension School. Of course, Harvard won’t accept these credits in its main programs and you can’t get any federal loans for it, but you can tell your friends that you attended one of the world’s elite institutions. In this episode, we discuss how things got to the point in our higher education system where programs like this exist and what can be done to fix it. We also cover the declining narrative of electric vehicles, the challenge of measuring inflation, Vivek Ramaswamy’s master plan, 90s alternative music and a lot more.

Private Credit Working Group Call 01/26/24

By Ben Hunt | January 30, 2024 | 0 Comments

Recording of the private credit working group conference call on Jan 26.

Why Am I Reading This Now? 01.29.24

By Harper Hunt | January 29, 2024 | 0 Comments

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