Search Results: art of the deal

The People are Revolting

By Rusty Guinn | December 5, 2018 | 10 Comments
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…ice. History of the World, Part I (1981) I’m sorry, I couldn’t resist. But if the willingness of the French to rebel against indignities forced on them by the ruling…

A Tale of Two Tales (Banking)

By Rusty Guinn | January 13, 2019 | Comments Off on A Tale of Two Tales (Banking)
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…of the chart, beginning with “Gender Equity on Wall Street” through “M&A Outlooks and Deal Announcements.” The peripheral topics, which have relatively sparse connectivity to the two metaclusters, are arrayed…

In the Flow – Reflexivity

By Ben Hunt | January 14, 2019 | Comments Off on In the Flow – Reflexivity
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…of media articles that describe the market movements as a thing in itself rather than an effect of a cause. Think of these articles and this price action narrative as…

In the News | Week of 2.4.2019

By Rusty Guinn | February 4, 2019 | Comments Off on In the News | Week of 2.4.2019
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In the News highlights key news stories from the prior quarter for companies announcing earnings over the next week, or for other major economic announcements. These stories are not the…

But We Need the Eggs

By Ben Hunt | February 10, 2019 | 1 Comment
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…Annie Hall scene a lot in the past week, what with the Green New Deal ™ and the Modern Monetary Theory ™ proposals in the news, replacing the Tax Cuts…

In the News | Week of 2.11.2019

By Rusty Guinn | February 11, 2019 | Comments Off on In the News | Week of 2.11.2019
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Gas Is Responding To More Than The Weather Chevron aligns with Paris deal, won’t cap output Occidental CEO Wants to Keep Rigs Running Even After Oil’s Slump Earthquakes in Heart

The Zeitgeist | 2.12.2019

By Rusty Guinn | February 12, 2019 | 0 Comments
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This is our feature of the 10 most on-Narrative (i.e. interconnected, highly similar) stories in financial media. It’s not a list of best articles, or articles we think are most…

The Zeitgeist | 2.14.2019

By Rusty Guinn | February 14, 2019 | 0 Comments
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This is our feature of the 10 (or so) most on-Narrative (i.e. interconnected, highly similar) stories in financial media. It’s not a list of best articles, or articles we think…

The Alchemy of Narrative

By Demonetized | February 18, 2019 | 3 Comments
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…framework. When you model a stock, or an economy, or a real estate deal, you’re not transcribing objective reality. You’re drawing a Cartoon. At best your cartoon will be a…

The Zeitgeist | 2.20.2019

By Rusty Guinn | February 20, 2019 | 0 Comments
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This is our feature of the 10 (or so) most on-Narrative (i.e. interconnected, highly similar) stories in financial media. It’s not a list of best articles, or articles we think…

The Zeitgeist | 2.25.2019

By Rusty Guinn | February 25, 2019 | 0 Comments
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This is our feature of the 10 (or so) most on-Narrative (i.e. interconnected, highly similar) stories in financial media. It’s not a list of best articles, or articles we think…

The Zeitgeist | 2.26.2019

By Rusty Guinn | February 26, 2019 | 0 Comments
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This is our feature of the 10 (or so) most on-Narrative (i.e. interconnected, highly similar) stories in financial media. It’s not a list of best articles, or articles we think…

The Zeitgeist | 3.4.2019

By Ben Hunt | March 4, 2019 | 1 Comment
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…not a list of best articles or articles we think are most interesting … often far from it. But for whatever reason these are articles that are representative of some sort of chord that has been struck in Narrative-world. Rusty and I like to comment or snark on these…

US Fiscal Policy Monitor – 2.28.2019

By Rusty Guinn | March 5, 2019 | Comments Off on US Fiscal Policy Monitor – 2.28.2019
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…. Cohesion of US Fiscal Policy topics remains somewhat elevated. This appears to be the result of a sustained national discussion about the Green New Deal, Modern Monetary Theory, sustainable…

The Zeitgeist – 3.11.2019

By Rusty Guinn | March 11, 2019 | 0 Comments
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…not a list of best articles or articles we think are most interesting … often far from it. But for whatever reason these are articles that are representative of some sort of chord that has been struck in Narrative-world. You want your investments to make money and help the…

Birth of a Salesman

By Rusty Guinn | March 11, 2019 | 3 Comments
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you do is part of a net drag on humanity, but in which you simultaneously know that you cannot responsibly do other than to participate. So the framework above may…

The Zeitgeist – 3.15.2019

By Ben Hunt | March 15, 2019 | 4 Comments
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…not a list of best articles or articles we think are most interesting … often far from it. But for whatever reason these are articles that are representative of some sort of chord that has been struck in Narrative-world. A buzzy $3.2 billion startup that helps you get braces…

In the Flow – You Are Here (March 2019)

By Ben Hunt | March 11, 2019 | Comments Off on In the Flow – You Are Here (March 2019)
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…track for a beggar-thy-neighbor DM currency fight. Check out the Brief that I wrote after being “inspired” by Draghi. It’s called Fiat World, and I think you’ll like it. Over…

The Zeitgeist – 3.22.2019

By Rusty Guinn | March 22, 2019 | 4 Comments
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…not a list of best articles or articles we think are most interesting … often far from it. But for whatever reason these are articles that are representative of some sort of chord that has been struck in Narrative-world. Deutsche Bank ‘Merger of Weakquals’ Seems Least Bad Option, Report…

The Zeitgeist Weekend Edition – 3.24.2019

By Rusty Guinn | March 24, 2019 | 5 Comments
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…leave finance to cover the last week or so in other shifting parts of the Zeitgeist – namely, politics and culture. It’s not a list of best articles or articles…