Search Results: art of the deal
…From Congress [CBS DFW] American Airlines to Begin Furloughing 19,000 Workers After Pelosi Fails to Agree to Deal with Mnuchin [Breitbart] Breitbart was able to integrate not only a political…
…years earlier [2015], part of a €528m Vatican portfolio “derived from donations” bought structured notes containing CDS as part of a bet that Hertz would not default on its debts…
…knowledge around the business of sport was about to crack apart. This was in mid-February, well before anyone was considering (publicly, at least) canceling the Olympics or eliminating attendance in…
…whichever is lower.’)” Per the WSJ, “New and existing Robinhood shareholders participated in the deal, which is structured as a note that conveys the option to buy additional shares at…
…booms kill bonds. In preparing the article I came across a book that consolidated a series of Barron’s articles from the 1920s. This is an excerpt. Consider this excerpt from…
the output gap. The first two rounds of stimulus have largely filled that gap. With annualized fourth quarter 2019 GDP at $21.75 trillion versus annualized fourth quarter 2020 GDP at…
…in the form of total return swaps and similar instruments with Wall Street banks. A total return swap is a contract with a broker/dealer counterparty where you agree to be…
…of the good news / bad news diffusion charts that all the big bank research groups put out – they’re all at max good news. Look at the AAII Bull-Bear…
…private capital to backstop the mortgage market would recur again. It stems partly from the risk involved (30 years is a long time) and partly because having established a foothold…
…the past month, these four mortgage debutantes have lost a quarter of their market cap. On his first quarter earnings call this week, the Chairman, President & CEO of United…
…CNBC … Honestly, I kinda like Chamath-the-CNBC-talking-head. He’s iconoclastic and smart. A little too much Ben Shapiro / college debate team-esque with the “if I talk really fast maybe you’ll…
…go down after “hot” inflation news. This was our signal at the start of June, before rates started to go down at all. The Fed won this narrative battle in…
…money was invented as a solution to a problem in the system of barter. They presumed that before money, people would simply swap goods and services. But barter presented a…
…guest contributors, Marc’s post may not represent the views of Epsilon Theory or Second Foundation Partners, and should not be construed as advice to purchase or sell any security. When…
I’ll start with the conclusion: Our directional equity Narrative signals have switched from bullish to bearish, and our equity trend narrative signals now point to a 0% allocation to directional…
Recent major media stories that feel to us like they’re part of a larger Narrative campaign. Twitter Would Elevate Elon Musk to New Media Mogul Status www.bloomberg.com Global Military Spending…
euro-area gov’t bond yields was the first chart I’d look at in the morning and the last chart I’d look at in the evening. Time to start doing that again….
Recent major media stories that feel to us like they’re part of a larger Narrative campaign. Justice Department to review police response to Uvalde school shooting www.cnn.com Russian oil: EU…
…anger. Anger at the deranged, violence-fantasist teenager who murdered children with a military-cartoonified rifle. Anger at the LARPing, violence-fantasist adults who dressed up as a police SWAT team with military-cartoonified…