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Search Results: art of the deal

Margin Call

By Rusty Guinn | March 16, 2020 | 7 Comments
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one. The second kind treats a model of reality as if it were reality. Both cartoons are perilous in the face of uncertainty. The first, the measurement Cartoon, empowers actions…

Our Finest Hour

By Ben Hunt | April 2, 2020 | 15 Comments
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that privacy is a human right. Maybe that is too idealistic. “How to Sew a Mask” was one of the most popular articles searched by Google this last week (https://www.nytimes.com/article/how-to-make-face-mask-coronavirus.html)….

An Advantageous Contagion

By Rusty Guinn | July 14, 2020 | 17 Comments
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…parts of this are your everyday. If you’re working construction in, say, Texas or other parts of the south, parts of this are your everyday. I used to think that…

Why Publish Academic Research?

By Ben Hunt & Rusty Guinn | August 17, 2020 | 3 Comments
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…delighted to publish Rebalance Timing Luck: The Dumb (Timing) Luck of Smart Beta, by Corey Hoffstein, Nathan Faber and Steven Braun. We think this is an important paper. Here’s why….

Facebook Delenda Est

By Ben Hunt | August 20, 2020 | 44 Comments
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…translated, Carthage must be destroyed. It wasn’t that Carthage posed an imminent threat to Rome. No, Rome had already defeated Carthage soundly in two wars, and Carthage was no longer…

Portrait of a Very Serious Investor

By Demonetized | January 29, 2021 | 3 Comments
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Greg Storms On the other side of the world bad things happen to serious investors who fail to live up to the expectations of society. https://www.bloomberg.com/news/articles/2021-01-29/china-finance-official-executed-in-bribery-case james stewart A prize…

We Didn’t Say it WASN’T a Press Release

By Rusty Guinn | June 24, 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 Projection Racket, Pt. 1

By Rusty Guinn | September 14, 2020 | 23 Comments
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…and gives to existing concentrations of political, social or financial power. The “corruption” part is important, and the “institutionalized” part is important. We don’t mean garden-variety individual corruption, which will…

The Last Chance

By Rusty Guinn | August 7, 2019 | 6 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 Dude Abides: China in the Golden Age of Central Bankers

By Ben Hunt | July 1, 2014 | 1 Comment
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cartoox The first part of this is great ……the last part things didn’t seem to work out quite that way…..when i lived in Shanghai back in the years 2012 -…

I’ve Got a Secret

By Ben Hunt | September 6, 2019 | 8 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…

To My Fellow Billionaires …

By Ben Hunt | October 15, 2019 | 8 Comments
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…analyst reports about Salesforce “beating its earnings estimates” every quarter, you’d think that this chart above must be wrong. Why, Salesforce has lots of profits! Sure, it trades at a…

A Perfect Meme

By Rusty Guinn | December 31, 2019 | 11 Comments
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…the demographic composition of C-suite and boards and the hiring behaviors in the tech industry in particular are all becoming more common in standalone articles and as frames for articles…

Sauron Remains Undefeated

By Ben Hunt | August 9, 2021 | 42 Comments
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Concealed within his fortress, the lord of Mordor sees all. His gaze pierces cloud, shadow, earth, and flesh. What happened this weekend in Washington DC, where the Senate debated and ultimately…

Prophet of the Pandemic

By Luke Burgis | August 26, 2021 | 14 Comments
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…of Epsilon Theory or Second Foundation Partners, and should not be construed as advice to purchase or sell any security. George Grie, Crime and Punishment (2006) The Truth about Plagues…

An AI in the City of God

By Ben Hunt | April 11, 2023 | 205 Comments
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…generative AIs are best understood as artificial human intelligences, not as artificial machine intelligences. The more comprehensive the training set on human-generated texts, the more human the artificial human intelligence….

Pain, Political Vibes, and Being a Bat

By Ben Hunt | November 28, 2023 | 50 Comments
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…limbic brain) forces us to think outside of words or language is pretty interesting. For starters, it’s a window on how modern humans lived for a couple of hundred thousand…

Useful Idiots

By Rusty Guinn | February 7, 2024 | 20 Comments
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…rest – including the New York Times – had a handful of articles. For example, you might read the New York Times article “Ukraine acknowledges that the ‘Ghost of Kyiv’…

Whitestone Bridge

By Ben Hunt | September 11, 2021 | 2 Comments
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…State of Pakistan. Our true enemies still, I suspect. I’ve been writing a lot recently (“Things Fall Apart (Part 1)” and “Things Fall Apart (Part 2)“) about our polarized society,…

The Holiday Zeitgeist – 5.26.2019

By Rusty Guinn | May 26, 2019 | 3 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…