ET Pro Geopolitical Conflict Monitor

Men of God in the City of Man, Part 9: Pathogenesis

By Rusty Guinn | January 29, 2024 | 152 Comments

A single virus can cause disease of the body in several ways at once.

A single Narrative can cause disease in society in several ways, too.

This is the story of a new disease from an old acquaintance.

The Intellectual Rot of the Industrially Necessary University

By Ben Hunt | January 23, 2024 | 59 Comments

The intellectual rot of the modern University perverts and diminishes the works of its faculty and administrators, no matter how smart they are, no matter how well-intentioned they are. It is a rot that requires plagiarism and promotes antisemitism.

We require a new Reformation, and here are its theses.

Why Am I Reading This Now? 01.22.24

By Harper Hunt | January 22, 2024 | 0 Comments

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

Round Two of the Unmooring Rates Trade

By Ben Hunt | January 18, 2024 | 0 Comments

I think that we’re gearing up for Round Two of the Unmooring Trade.

Breaking News #13: The Curious Case of Claudine Gay

By Harper Hunt | January 18, 2024 | 0 Comments

Claudine Gay recently resigned as President of Harvard due to allegations of plagiarism. But the story behind that is far more important than the headline itself and gets at much bigger issues within the academic world, In the episode, we dig into those details. We also discuss what the recently launched ETFs mean for the future of Bitcoin, why attacks of hedge fund managers based on the carried interest deduction are misplaced, whether a soft landing is possible and the legacy of Dr. Martin Luther King.

Why Am I Reading This Now? 01.15.24

By Harper Hunt | January 16, 2024 | 0 Comments

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

Non-Linguistic Inflation Framing in the Wall Street Journal

By Ben Hunt | January 11, 2024 | 17 Comments

We do a lot of work here to understand how the media frames issues linguistically, but we haven’t done much to see how that carries over in graphical narrative representations. Would the same patterns we see in the WSJ’s words be represented in the WSJ’s pictures?

Oh yes.

January Professional Monitors

By Ben Hunt | January 9, 2024 | 0 Comments

The language FROM central bankers remains hawkish (“slow down on your projected 2024 rate cut schedule”), but the language TO central bankers is not only decidedly dovish but is starting to veer into “we need a Fed put” territory.

Why Am I Reading This Now? 01.08.24

By Harper Hunt | January 8, 2024 | 0 Comments

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

From a Promise to a Threat

By Ben Hunt | January 5, 2024 | 0 Comments

We’ve moved from the promise of cutting rates (mission accomplished on inflation and a soft landing, so now the Fed should cut rates by choice rather than by necessity … well done and take a bow, you geniuses!) to the threat of not cutting rates (if the Fed doesn’t cut rates soon, then it will cause a recession … hurry up and cut, you fools!).