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Two Things I Think I Think

By Ben Hunt | August 26, 2019 | 1 Comment
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…Le Tote buying Lord & Taylor. (https://www.nytimes.com/2019/08/28/business/lord-taylor-sold-le-tote.html) No, I had never heard of Le Tote either, but I know enough German to remember that “tote” means death or dead. In…

Politics Trump Economics Redux

By Rusty Guinn | September 23, 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…

Covid-19 Cargo Cults

By Rusty Guinn | February 27, 2020 | 5 Comments
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…assets in general represents an implicit bet, too. It’s a bet on functioning economies and trade. It’s a bet on available credit and liquidity. It’s a bet on productivity and…

The Mozilo Market

By Ben Hunt | February 28, 2020 | 12 Comments
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for the UC Davis incident. Carl_Richards Trust though, is why Donald Trump is president, and why Bernie Sanders will be the next president. Trust is why “not QE” will be…

Frenemies

By Peter Cecchini | April 7, 2020 | 9 Comments
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…week. However, the narrative is not as one-dimensional as president Trump has been suggesting in his press briefings. Trump’s narrative has been that low oil prices are bad for both…

That Old Canard

By Rusty Guinn | April 27, 2020 | 7 Comments
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…her body of work. https://www.peekyou.com/jaime_catmull/365379834. Jaime worked at Consumer Track, Inc. as a Strategic Partnership Manager, per Spokeo. Without getting too ad-Hominem, it looks like she’s an expert because she’s…

American Idol

By Ben Hunt | May 6, 2020 | 9 Comments
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…for Donald Trump. You think Trump is happy to replace his live audience campaign rallies with televised press conferences? You think he doesn’t realize this is killing him politically? Whatever…

Scapegoating the Zeitgeist

By Ben Hunt | October 2, 2020 | 5 Comments
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…These four CEOs are presented as “bad apples” in an otherwise perfectly healthy system of professional management behavior. They are presented as scapegoats for a SYSTEM of massive wealth transfer…

ET Podcast #7 – Inflation Investing

By Ben Hunt | March 11, 2021 | 3 Comments
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nocklebeast Count Von Count! https://www.youtube.com/watch?v=vC0uvUuXVh8&t=2s Flat Arthur Good stuff. It’s hard to understate just how much, and at how many different levels, the economy has adapted to (or become dependent…