Search Results: art of the deal

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…

How a Narrative Goes Viral

By Rusty Guinn | August 10, 2021 | 47 Comments
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articles of any kind connecting Covid and illegal border crossings were rare. Not unheard of, but rare. To be fair, borders and immigration were certainly a part of the pandemic…

The Afghanistan Narratives

By Rusty Guinn | August 17, 2021 | 41 Comments
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…August 17. As usual, each dot or node is a single news article, press release, transcript or blog. Colors reference clusters of highly linguistically similar articles. Connecting lines and proximity…

The NFL Has a Gambling Problem

By Rusty Guinn | November 15, 2021 | 35 Comments
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…duplicate / syndicated articles and focus our analysis on just the articles that have the most connected language; that is, the articles which don’t just mention the NFL but are…

NGMI

By Ben Hunt | April 11, 2022 | 131 Comments
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…zero. Not only do you not get the same inflationary bang for your lower interest rate buck, but the relationship starts to go the other way. You start to get…

Stock Buybacks!™ and the Monetization of Stock-Based Compensation

By Ben Hunt | November 9, 2022 | 30 Comments
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first line in the chart below, and that’s my starting point to to figure out how much of MY money as a shareholder is being spent on this monetization. But…

Noseblind

By Rusty Guinn | March 1, 2023 | 23 Comments
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…there very earnestly swirling old fashioneds and cosmos and margaritas and manhattans and martinis. Martinis! This is a drink which, in the modern vernacular, basically amounts to ethanol and distilled…

Breaking News #6: Maintaining Optimism in a Polarized Political World

By Harper Hunt | October 12, 2023 | 24 Comments
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Breaking News is free for everyone to access. You can grab the mp3 file below, or you can subscribe at: Join Ben Hunt, Matt Zeigler and Jack…

It’s All True

By Ben Hunt | February 2, 2024 | 23 Comments
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duty” to give him a driving purpose and motivation, if he had been constantly prodded rather than consistently distracted, I believe in my heart of hearts that before killing himself…

It’s All True (Eight Thoughts on Justin Mohn)

By Ben Hunt | February 2, 2024 | 23 Comments
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duty” to give him a driving purpose and motivation, if he had been constantly prodded rather than consistently distracted, I believe in my heart of hearts that before killing himself…

You Had A Stamp Collection?

By Ben Hunt | November 16, 2018 | 3 Comments
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This is not an article about Bitcoin. This is not an article about the people who buy and sell Bitcoin. It’s not about hodlers. It’s not about traders. It’s not…

In the Trenches: Command and Control

By Peter Cecchini | March 12, 2019 | 11 Comments
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Like it or not, central banks are now the most influential, global financial market participants. Sovereign rates and risk are now only rarely a function of market forces. Central banks…

The Ants and the Grasshopper

By Demonetized | March 28, 2019 | 14 Comments
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…they work…no? Demonetized That’s certainly the ideal solution here! Particularly in the case of a single grasshopper. Actually, as far as metastability is concerned, in the fable’s base case involving…

When Meta-Analysis Goes Meta

By Rusty Guinn | September 9, 2019 | 4 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 – April 30, 2021

By Ben Hunt | April 30, 2021 | 3 Comments
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…T. It’s also a great intro to the research side of Second Foundation Partners (our company name … like Alphabet is to Google, so is Second Foundation Partners to Epsilon…

The Red King

By Ben Hunt | July 14, 2014 | 2 Comments
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…the summer of 2012. Then the wake-up call was a series of national elections, particularly in Greece. Today it’s a restructuring of the European financial system, a process started in…

Innocent Monsters

By Rusty Guinn | October 28, 2018 | 14 Comments
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…feels like a quite a vanity. They woulda immolated every particle of the guy. So I guess martydom is not a particularly desirable answer either. Although the non-competitive nature of…

We’re Doing It Wrong

By Ben Hunt | December 4, 2018 | 6 Comments
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…the heart of the entire Things Fall Apart series of ET notes. This message – that there is no predictive algorithm for social systems – bears repeating over and over, because…

The Prediction Polka

By Rusty Guinn | December 20, 2018 | 6 Comments
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Source; South Park Studios It starts in late November with the early birds. But this week – the week before Christmas – is when it reaches a fever pitch. What…

Uttin’ On the Itz!

By Ben Hunt | January 30, 2019 | 7 Comments
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…Narrative starts to waver or shift? If and when gold starts to work. This is what gold means in the modern age … not a store of value or some…