Search Results: art of the deal

The Zeitgeist – 3.28.2019

By Ben Hunt | March 28, 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. How Distributors Can Raise Margins Without Raising Prices [MDM] Answer:…

First World Problems in Fund Management

By Rusty Guinn | April 3, 2019 | 4 Comments
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…long as it has?” A number of decent and partial answers popped up, but surprisingly (to me, anyway), none of them got to the core of the matter. It’s the…

Trade and Tariffs Monitor – 3.31.2019

By Rusty Guinn | April 4, 2019 | Comments Off on Trade and Tariffs Monitor – 3.31.2019
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…Source: Quid, Epsilon Theory Fiat News Index Source: Quid, Epsilon Theory Narrative Sentiment Source: Quid, Epsilon Theory Key Articles Big-Solar Owners Warn Patent Dispute Could Roil U.S. Sector Factbox: EU…

The Zeitgeist – 4.15.2019

By Rusty Guinn | April 15, 2019 | 9 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. April 15, 2019 Narrative Map – US Equities Source: Quid,…

Notes from the Diamond #7: Hittin ‘Em Where They Ain’t (Part 2)

By David Salem | April 25, 2019 | 20 Comments
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…anyway. The big money in China has to partner with the communist party, there is no other way”. We would joke that he’d made a 911 the past quarter….ie enough…

The Zeitgeist – 4.29.2019

By Ben Hunt | April 29, 2019 | 5 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. April 29, 2019 Narrative Map – US Equities Source: Quid,…

The Zeitgeist – 5.7.2019

By Ben Hunt | May 7, 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. May 7, 2019 Narrative Map – US Equities Source: Quid,…

The Zeitgeist – 5.10.2019

By Rusty Guinn | May 10, 2019 | 3 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…

The Zeitgeist – 5.13.2019

By Ben Hunt | May 13, 2019 | 2 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. May 13, 2019 Narrative Map – US Equities Source: Quid,…

The Life Aquatic

By Demonetized | May 17, 2019 | 1 Comment
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…to be HIWTYL, remember? You need to be in a position to hurt your counterparty for real. You need to be in a position to hurt your counterparty economically. Steve…

Going Gray

By Ben Hunt | May 23, 2019 | 2 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…

The ET Election Index – May 2019

By Rusty Guinn | June 6, 2019 | 3 Comments
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…we recommend that you start with that primer. Election Narrative Structure as of May 31, 2019 Source: Quid, Epsilon Theory Commentary on Election Narrative Structure We observed two major focal…

Biden in June: Popular but Disconnected

By Rusty Guinn | June 11, 2019 | 0 Comments
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This candidate-specific report is part of our Epsilon Theory Election Index series, in which we turn the tools of Narrative analysis and natural language processing to media coverage of the…

Trade and Tariffs Monitor – 6.30.2019

By Rusty Guinn | July 6, 2019 | Comments Off on Trade and Tariffs Monitor – 6.30.2019
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…unpredictable outcomes at your own peril. Narrative Map Source: Quid, Epsilon Theory Narrative Attention Map Source: Quid, Epsilon Theory Narrative Attention Narrative Cohesion Fiat News Index Narrative Sentiment Key Articles…

Get Up and Dance

By Ben Hunt | July 15, 2019 | 2 Comments
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EnochRoot This article is listed with a Premium tag but I’m having trouble viewing it. Is it actually a Pro article? Harper Hunt It is a Pro article and has…

The Dog That Didn’t Bark

By Ben Hunt | July 29, 2019 | 0 Comments
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…the article is about something else. We also see that the articles about markets are as far apart from articles on Democratic candidate policies, like student debt forgiveness, as it…

Trade and Tariffs Monitor – 7.31.2019

By Rusty Guinn | August 6, 2019 | Comments Off on Trade and Tariffs Monitor – 7.31.2019
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Editor’s Note (8.21.2019): We received a couple comments from readers that they found the different presentations for the charts and for the raw signal data for Sentiment and Attention confusing….

The World ‘Twixt Ought To and Is

By Rusty Guinn | August 18, 2019 | 9 Comments
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results, but I fear that I am still an agnostic nihilist at heart.” Nice. I feel like that – an agnostic nihilist – when my portfolio stands athwart current price…

When Non-News Becomes Fiat News

By Rusty Guinn | August 28, 2019 | 3 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…

US Recession Monitor – 8.31.2019

By Rusty Guinn | September 6, 2019 | Comments Off on US Recession Monitor – 8.31.2019
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deal toward understanding the nature of each respective Narrative structure. From our initial analysis we have come to believe a few things:If there is a recession narrative in the US,…