Search Results: The hour between dog and wolf

The Acrobat and the Fly

By Rusty Guinn | June 1, 2018 | 0 Comments
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…when we had no dog in the fight, we would comprise an ugly society indeed. But I hope that you can see the difference between the impact of bias on…

It Was You, Charley

By Rusty Guinn | July 16, 2018 | 0 Comments
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…how it should influence investors accessing them. Every professional financial adviser knows what it’s like to be Charley Malloy. I see that hangdog look on a lot of faces out…

Notes From the Road: Roadkill

By Rusty Guinn | September 17, 2018 | 0 Comments
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…27 hours with a 2- and 3-year old in a blue pickup on the 1,712 miles of Dwight D. Eisenhower’s asphalt dream between old home and new. In honor of…

The Curse of Category

By Ben Hunt | September 21, 2018 | 0 Comments
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…Now I only ate one, and pokeberries are only truly problematic if you eat a handful and you have the body mass of a small child or a dog. My…

It's a Floor Wax AND a Dessert Topping

By Ben Hunt | September 22, 2018 | 0 Comments
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…who’s telling the truth? Is Coinbase running a prop desk or not? My belief – and to be clear I do not have a dog in this fight, and I…

Mailbag: Deadly. Holy. Rough. Immediate.

By Rusty Guinn | October 8, 2018 | 0 Comments
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…ends up looking like a dog chasing its tail. The practitioner sees this, because he sees how much of a commodity’s price changes are directly driven by non-economic actors, substitutability,…

The Alembic

By Rusty Guinn | January 10, 2019 | 2 Comments
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…just one factor. I didn’t want there to be any tails that could wag the proverbial dog. Let me tell you – this was going to be some good cider….

The Zeitgeist | 1.29.2019

By Rusty Guinn | January 29, 2019 | 0 Comments
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…(Ed Note: I don’t have an investment dog in this fight, but if some activist fund gets rid of the LuAnn Platter, I’m converting to communism) Information, beliefs, and motivation:…

Fellow Contrarians Unite!

By Rusty Guinn | June 1, 2019 | 4 Comments
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…country-ass name like a badge of honor. I mean, how many people get to say they were named after their dad’s hunting dog? The couple times I talked to my…

Zeitgeist Narrative Map – Week of June 16 in Review

By Rusty Guinn | June 22, 2019 | 0 Comments
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Every morning, we run The Narrative Machine on the past 24 hours worth of financial media to find the most on-narrative (i.e. interconnected and central) stories in financial media. It’s…

US Fiscal Policy Monitor – 6.30.2019

By Rusty Guinn | July 6, 2019 | Comments Off on US Fiscal Policy Monitor – 6.30.2019
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…Illinois lawmakers’ pork-barrel frenzy: Pickleball courts, dog parks and clout [Chicago Tribune] Stop Sneering At de Blasio [New York Times] Killing the ‘Cadillac tax’ would throw our health care even…

The Problem with Brussels Sprouts

By Rusty Guinn | July 17, 2019 | 17 Comments
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…for example, who characterized some of his firm’s strategies as hiding the pill in the cheese, a tactic immediately recognizable to any dog owner. It’s your job to give him…

So I got that goin’ for me

By Rusty Guinn | July 23, 2019 | 22 Comments
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…it will be auto-tuned to some extreme by the obedience collar-wielding ideologues on one end of the spectrum or the dog whistle-wielding ideologues on the other. Even now, someone is…

The Long Now, Pt. 1 – Tick-Tock

By Ben Hunt | July 31, 2019 | 10 Comments
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…inspires me like a dog inspires a rabbit. Twenty One Pilots, “Heavydirtysoul” (2015) So right. See, the threat of the future isn’t a bad thing. The threat of the future…

I’ve Got a Secret

By Ben Hunt | September 6, 2019 | 8 Comments
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Every morning, we run The Narrative Machine on the past 24 hours worth of financial media to find the most on-narrative (i.e. interconnected and central) stories in financial media. It’s…

An End to War!

By Rusty Guinn | December 17, 2019 | 5 Comments
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Every day we run The Narrative Machine on the past 24 hours of financial media to generate a list of the most linguistically-connected and narrative-central individual stories. We call this The…

Body Count

By Ben Hunt | February 10, 2020 | 24 Comments
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…as the cartoon tail (gotta get more NV casualties for Cronkite to report) ended up wagging the policy dog (send out more counterproductive search-and-destroy missions). I think exactly the same…

That Escalated Quickly

By Ben Hunt | February 10, 2020 | 2 Comments
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…and political disaster for the United States, as the Cartoon tail (gotta get more NV casualties for Cronkite to report) ended up wagging the policy dog (send out more counterproductive…

The Industrially Necessary Doctor Tedros

By Ben Hunt | February 16, 2020 | 11 Comments
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…it looks like when the Narrative tail of personal and professional corruption (must support my Chinese benefactors!) wags the public policy dog (sure, I’ll recommend that flights and visas should…

But Barry Sternlicht Says …

By Ben Hunt | April 1, 2020 | 0 Comments
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dog in the fight. These guys don’t get out of bed if there’s not something in it for them. Or as my favorite market saying of old goes, they’d sell…