Office Hours is back this Friday 8/12 2-3pm EDT. Join the pack to check it out.

ET Pro US Elections Monitor

Hostage Situation

By Ben Hunt | August 9, 2022 | 0 Comments

In times of profound informational need – like today when we *really* need to know if inflation is embedded in the real economy – we are desperate for data that will allow us to act with conviction. But the nature of our macro data construction guarantees we will get less accurate results during these times where we need accuracy the most.

As the kids would say, it’s just math.

Read more

Office Hours Recap 8/05/2022

By Harper Hunt | August 8, 2022 | 0 Comments

These are the major topics and ideas we discussed during the 08/05/2022 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.

Read more

Why Am I Reading This Now? 08.08.22

By Harper Hunt | August 8, 2022 | 0 Comments

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

Before You Fly The Nest: Advice for kids heading to college

By Brent Donnelly | August 5, 2022 | 4 Comments

ET contributor Brent Donnelly went out and asked some people he respects what advice they would give kids heading off to college. Here’s what he found.

Read more

The Most Important Sector in the Universe

By Marc Rubinstein | August 2, 2022 | 0 Comments

The total value of the Chinese residential property sector is approximately $60 trillion – twice the size of the US residential market and bigger than the entire US bond market. Bigger than the entire US stock market, too.

It is … ummm … having a moment.

Read more

Office Hours Recap 7/29/2022

By Harper Hunt | August 1, 2022 | 0 Comments

These are the major topics and ideas we discussed during the 07/29/2022 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.

Read more

Why Am I Reading This Now? 08.01.22

By Harper Hunt | August 1, 2022 | 0 Comments

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

A Tale of Two Inversions

By Ben Hunt | July 27, 2022 | 0 Comments

Multiple not-seen-in-a-quarter-century events have occurred over the past six weeks in rates-world. The lack of narrative attention is striking, as are the implications for the next few quarters across markets.

Read more

The Fifteen Faces of Fiat News

By Rusty Guinn | July 26, 2022 | 29 Comments

We’re building a Narrative Early Warning System (NEWS) as our first major research project in a larger effort to inoculate ourselves against the weaponized narratives of Big Tech, Big Media and Big Politics.

Read more

Cursed Knowledge #11: Locks of Love

By Harper Hunt | July 26, 2022 | 3 Comments

Locks of Love is one of the most well known and well regarded charities in America. But things aren’t always what they seem. Sometimes the smokescreen of common knowledge can obscure what’s really going on. So join me in a look behind the curtain at America’s most beloved charity.

Read more