Search Results: art of the deal

Mailbag: By Our Own Petard

By Rusty Guinn | December 7, 2019 | 2 Comments
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…them do better than they could do on their own. My clients are part of my packs. I use this part of my pack to help me do a better…

An End to War!

By Rusty Guinn | December 17, 2019 | 5 Comments
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…Ever. Last Friday, the Washington Post printed an article that scored near the top of our Weekend Zeitgeist, when we explore articles outside of our typical focus on financial markets….

New on ET Pro: the Debt and Credit Monitor

By Ben Hunt | December 16, 2019 | 0 Comments
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proportion of articles we measure as Fiat News (highly opinionated/editorial articles) has risen consistently. Missionaries are increasingly promoting the idea of a ‘coming collapse’. At the same time, however, there…

The Long Now, Pt. 4 – Snip!

By Ben Hunt | December 26, 2019 | 22 Comments
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…Part 1: Tick-Tock Part 2: Make, Protect, Teach Part 3: Wink Part 4: Snip! That’s George Clooney in Gravity, right before he ends up like this. The spacewalking astronaut, risking…

The Inevitable Afterbirth

By Rusty Guinn | February 4, 2020 | 9 Comments
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…on that in a moment. Number of Coronavirus Articles Published in US Media vs. Share of “Worry More About the Flu” Articles Source: LexisNexis, Epsilon Theory In context of all…

Trade and Tariffs Monitor – 1.31.2020

By Rusty Guinn | February 7, 2020 | Comments Off on Trade and Tariffs Monitor – 1.31.2020
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…believe it is impossible to have an edge) predicting long-term trade deal outcomes, but we are concerned that the Trade narrative is highly complacent, more likely to respond surprisingly to…

We Hanged Our Harps Upon the Willows

By Rusty Guinn | February 10, 2020 | 4 Comments
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…elsewhere: Because the danger of powerful memes, cartoons and narratives is not that they demand our acquiescence. It is that they demand our participation. When we are asked to hold…

The Narrative Matrix

By Peter Cecchini | March 2, 2020 | 4 Comments
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…quite differently by different market participants, especially if one participant subscribes to a different narrative than another. When we interpret market information, it is not unlike how we interpret prose….

The Non-Linearity of Need

By Rusty Guinn | March 9, 2020 | 12 Comments
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…the Coronavirus economic fallout is severe, but if each of us contribute where we can, it will be somewhat mitigated. Flat Arthur We need to start a hashtag for sharing…

Lack of Imagination

By Rusty Guinn | March 14, 2020 | 27 Comments
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…such as they can, questions like all of the above for the last few weeks. That’s why they’ll continue to do so, no matter how many two-quarter-shock-to-the-ol-DCF cartoons get trotted…

Our Escape Story

By Rusty Guinn | March 18, 2020 | 10 Comments
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When people stop asking “How much worse is this going to get” and start asking “How much longer is this going to last”, things really start changing. But we can…

Once in a Lifetime

By Ben Hunt | March 29, 2020 | 39 Comments
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…Byrne wrote in 1979, two years before Once In A Lifetime. Here are the lyrics you know by heart: This ain’t no party, this ain’t no disco,This ain’t no fooling…

But Barry Sternlicht Says …

By Ben Hunt | April 1, 2020 | 0 Comments
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…today. Or at least a war of the dealbreakers against the dealbreakers. It’s as important in business as it is in our personal lives. Find your partner. Find your pack….

One for the Road

By Rusty Guinn | April 18, 2020 | 5 Comments
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…it was the first article sent to me. Leanna Orr at Institutional Investor published a good follow-up the next day. The issue was this: CalPERS, the largest pension fund in…

No Free Lunches

By Peter Cecchini | May 19, 2020 | 4 Comments
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…bill, we bring this up because the almost $3 trillion bill cuts to the heart of (at least) one thing that equity market participants are missing. All of this stimulus…

The Anxiety Algorithm: An interview with Adam Julian Goldstein

By Neville Crawley | June 25, 2020 | 0 Comments
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…Yahoo called us up and said they were ending our partnership because they were shutting down their travel site. We’d worked for years to put this partnership together and it…

We the People? We the Pack.

By Ben Hunt | July 14, 2020 | 21 Comments
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…embrace this evil – and that’s what it is – in our heart of hearts. I just never thought that we would reject empathy for our fellow citizens in favor…

Overserved

By Ben Hunt | July 20, 2020 | 14 Comments
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…more … No Limited Partner will be permitted to withdraw capital from the Fund without the General Partner’s consent, which may be granted or withheld in its sole discretion and…

Can’t Fight This Feeling

By Rusty Guinn | August 12, 2020 | 11 Comments
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…by two levers only: fear and self-interest.” — Napoleon Bonaparte Mike Jones – reminds me of the sorites paradox https://plato.stanford.edu/entries/sorites-paradox/ Mike Jones relevant article: Why Is Managing Change Difficult? http://www.sustainabilitylabs.org/assets/img/ManagingChange.pdf…

Mailbag – Lucifer’s Hammer Edition

By Ben Hunt | September 11, 2020 | 8 Comments
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…potentially apocalyptic comet of social destruction that will hit the Earth on Tuesday, November 3rd. Neither the Democratic party nor the Republican party survives a defeat this November in anything…