Search Results: art of the deal

Harrumph!

By Rusty Guinn | July 7, 2020 | 8 Comments
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…a big part of the history of the civil rights movement. Martin Luther King, Jr. dealt very directly with the issue of this passivity, framing it in terms of its…

What Sort of Business is Investment Banking?

By Marc Rubinstein | May 4, 2021 | 5 Comments
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…Epsilon Theory or Second Foundation Partners, and should not be construed as advice to purchase or sell any security. Last weekend, Credit Suisse closed its books on the quarter and…

RIP, Expertise

By Ben Hunt | December 30, 2021 | 0 Comments
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…and must for their own salvation, deal with those causes that take a long time to remove. They will be dealing in years and generations, not in emergencies alone. And…

Rosebud

By Ben Hunt | March 9, 2014 | 0 Comments
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…government economists and policy apparatchiks are out and out lying when they say that they want to crush currency speculators and diminish interbank lending volatility, particularly that latter part. I…

In the News | Week of 1.21.2019

By Rusty Guinn | January 20, 2019 | Comments Off on In the News | Week of 1.21.2019
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TE Connectivity (TEL) These stocks are in bear territory, but analysts expect them to roar back Carlyle, CommScope Reunite for Arris Deal Temperature Sensors Market Heating Up Automotive Smart Antenna…

Thanksgiving

By Rusty Guinn | February 19, 2020 | Comments Off on Thanksgiving
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in the most surprising ways possible. He always wanted to do good deals, yes, but better yet if that deal could shock and surprise, something no one else had thought…

Frenemies

By Peter Cecchini | April 7, 2020 | 9 Comments
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The oil Narrative is not as it seems. We think there will be a superficial deal between Russia and the Saudis sometime this week – just as we wrote last…

The Zimbabwe Event

By Ben Hunt | January 27, 2021 | 9 Comments
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…between some elites and other elites is enormous. This broad societal stress results in popular discontent and elite conflict in every country on Earth. Rich country or poor country, weak…

A Change in the Water

By Ben Hunt | March 3, 2021 | 3 Comments
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…me a lot is the recursive ENGAGEMENT that these articles and their shared linguistic structures trigger in readers, such that they will look for more articles on this topic, which…

The Fifteen Faces of Fiat News

By Rusty Guinn | July 26, 2022 | 35 Comments
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…a particular interpretation by the reader of the facts presented in the article. Assumptions of Causality Source: TylerVigen.com For those in the financial industry – our largest universe of readers…

This Is the Business We Have Chosen

By Ben Hunt | December 21, 2022 | 0 Comments
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…pushing everyone else’s interest rates higher. But that’s not the reason I think this is a big deal. The reason this is a big deal is a) this is the…

Men of God in the City of Man, Part 9: Pathogenesis

By Rusty Guinn | January 29, 2024 | 152 Comments
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leaders as persecution, to permitting an already-accused Bickle to frame them from the pulpit as part of his oft-prophesied Satanic plan to thwart God’s aims for Earth’s final days, to…

Michael Cohen’s Flip Is a Big Narrative Deal

By Ben Hunt | August 21, 2018 | Comments Off on Michael Cohen’s Flip Is a Big Narrative Deal
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I think the Michael Cohen flip is a big Narrative deal for 2 reasons. 1) It’s got nothing to do with Mueller/Russia. Through sheer insistence, both by himself and his…

Starry Eyes and Starry Skies

By Rusty Guinn | April 29, 2019 | 14 Comments
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The student loan crisis is a Big Deal. And it is only a part of a Bigger Deal: the Myth of College. This issue will be front-and-center in the upcoming…

AI R Us

By Ben Hunt | March 2, 2023 | 276 Comments
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LLM-trained text-bots are artificial intelligences. More importantly, though, and in the truest sense, these text bot instantiations are artificial human intelligences. And that scares the absolute bejeesus out of me….

The Projection Racket, Pt. 2

By Rusty Guinn | September 28, 2020 | 28 Comments
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on the party as a whole. Parties could be big tents, even if there is pressure on certain issues to present a united front (which can be true in multi-party…

Bitcoin Endgames & The New Hyper-Agents

By Dave Nadig | March 19, 2024 | 23 Comments
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…Wolf Den) have spent the last 4 years getting very smart about ETFs to match their smarts on Crypto. Meanwhile, folks like Bloomberg have gotten very smart about Crypto. BTC…

The Zeitgeist – 5.6.2019

By Ben Hunt | May 6, 2019 | 1 Comment
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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 sort of chord that has been struck in Narrative-world. May 6, 2019 Narrative Map – US Equities Source: Quid,…

From Pillar to Post

By Ben Hunt | October 14, 2020 | 0 Comments
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…big deal from an investing standpoint, because the possible parallel universes aren’t that far apart in their market consequences. Over the next three weeks (and maybe longer than that!), the…

A Brief History of the Past 10,000 Years of Monetary Policy

By Ben Hunt | October 5, 2022 | 56 Comments
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your liabilities go up quarter after quarter, year after year as interest rates go down quarter after quarter, year after year is a real drag (literally and figuratively) for pension…