Search Results: art of the deal
Recent major media stories that feel to us like they’re part of a larger Narrative campaign. Uber broke laws, duped police and built secret lobbying operation, leak reveals www.theguardian.com What’s…
…can contact Brent at bdonnelly@ spectramarkets .com and on Twitter at @donnelly_brent. As with all of our guest contributors, Brent’s post may not represent the views of Epsilon Theory or Second Foundation Partners,…
…Monetary Policy and Why Last Week Was a Big Deal. As promised in the webinar, here’s a PDF of that note, outside the paywall and free to distribute. And of…
…highlighting Sam Bankman-Fried’s central role. https://www.epsilontheory.com/the-macguffin-part-1/ And then we chronicled the FTX collapse and the design of Bankman-Fried’s fraud better than anyone. https://www.epsilontheory.com/the-macguffin-part-2-the-story-arc-of-sbf-and-ftx/ Sam Bankman-Fried’s con was old Wall Street…
…Adequate Liquidity by striking a sweetheart deal with UC Regents. It’s too early to tell, of course, whether Blackstone will be successful in maintaining the narrative that all is well…
…to play out? Ben’s heard all the 07/08 comparisons, but he told us that, “in my heart of hearts I actually think all those deposits are going to be fine….
Recent major media stories that feel to us like they’re part of a larger Narrative campaign. UBS to buy Credit Suisse for nearly $3.25B to calm turmoil apnews.com Trump says…
…Theory or Second Foundation Partners, and should not be construed as advice to purchase or sell any security. With the passing of Doyle Brunson, it’s a good day to compare…
Download a PDF of Men of God in the City of Man, Part 7: Mutation (paid subscribers only) Men of God in the City of Man is a nine-part essay series…
…for skill because a) Buffett had shown skill over many decades already and b) he has access to cheap financing, sweetheart deals, and the best information in the business. If…
…an important principle in the martial arts which means to maintain psychological and physiological alertness at all times, even after achieving victory in combat or a match. It entails remaining…
Recent major media stories that feel to us like they’re part of a larger Narrative campaign. What’s in Biden’s $106 billion funding request for Israel, Ukraine www.washingtonpost.com As war grows,…
Recent major media stories that feel to us like they’re part of a larger narrative campaign. Iowa is a very red state. It’s also a clean-energy powerhouse | CNN Politics…
…in particular the last sentence of item #4: And if there’s even a whisper of another big fiscal spending program coming out of DC … well, that will be a…
…interesting dialog is about how the possible interacts with the now. Our legal system (particularly the U.S. legal system) is still just starting to wrestle with the most important parts…
…me, the Bipartisan Infrastructure Deal) and the Inflation Reduction (LOL) Act, and occasionally even a reference to the “need” to extend the Tax Cuts and Jobs (LOL) Act. None of…
…at all. Here’s the original post that started the thread … Starting this thread as a fork from a prior ‘narrative’ thread that starting diverging somewhat and becoming quite metaphysical….
…Squarespace Super Bowl commercial in which Dolly Parton switches her classic tune to “5-to-9” as part of celebrating how website-building technology can help people surviving office drudgery express themselves or…
…party uses to replenish the coffers. Because both parties have had later absolute majorities and not addressed it. The Fraud! meme starts on the preferred party PR channel (Fox/CNN), then…
…the Outgroup, particularly in light of ET’s Things Fall Apart. MrMoneyMustache.com – a call for radical departures from the typical lifestyle, and finding what makes one happy. Disguised (openly) as…