Search Results: art of the deal

The Ministry of Rites and the Compassionate Man

By Ben Hunt | March 17, 2019 | 14 Comments
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…It co-opts a steady stream of highly competent prole children into the Outer Party, to use Orwell’s typology. It satisfies Inner Party parents by providing legal avenues for keeping their…

The Weekend Zeitgeist – 5.11.2019

By Rusty Guinn | May 11, 2019 | 1 Comment
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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…

Mailbag

By Ben Hunt | September 17, 2019 | 4 Comments
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maneuver through life’s great mystery? So, an artist that creates a work of art that helps millions better understand life has great value to society. On the other hand, an…

Off Wall Street and Off-Off Wall Street

By Brent Donnelly | January 22, 2021 | 10 Comments
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…in a few hours. Now, when a stock starts to trend on r/wallstreetbets, it can go up >100%. See GameStop (GME) in recent weeks, for example. The chart at right…

A Conversation with Howard Marks

By Brent Donnelly | March 17, 2021 | 5 Comments
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his partner, Charlie Munger, convinced him to broaden his definition of “value” and shift his focus to “great businesses at fair prices,” in particular because doing so would enable him…

I’m Trying To Understand Hedonic Adjustments

By Brent Donnelly | May 10, 2021 | 13 Comments
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Brent Donnelly is a senior risk-taker and FX market maker at HSBC New York and has been trading foreign exchange since 1995. He is the author of The Art of Currency…

ET Zeitgeist: Ransom Paid

By Ben Hunt | May 14, 2021 | 5 Comments
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…think there’s zero coincidence that you also saw this Bloomberg article on Thursday: Binance Faces Probe by U.S. Money-Laundering and Tax Sleuths “The officials involved include prosecutors within the Justice Department’s bank integrity…

Death and Rebirth: In Precious Metals, Crypto, and the 6th Grade

By Matt Zeigler | February 5, 2024 | 10 Comments
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…The rings are art. And there’s only one place to buy these bespoke rings, from one particular artist. Non-scary scarcity – it’s a real (and profitable) thing.  If you want…

How To Win At Story: Conan’s Hot Ones Masterclass

By Matt Zeigler | May 9, 2024 | 11 Comments
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…you don’t know where to start? Start small. Start simple. Start local. Start with the story you tell yourself. Continue with the story you tell just one other person. For…

When You Destroy the Tools of Creativity

By Kyla Scanlon | May 14, 2024 | 7 Comments
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…being the particular poet or the particular monk they are intended to be by God. They never become the man or the artist who is called for by all the…

Cat’s Cradle

By Ben Hunt | June 21, 2016 | 0 Comments
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…X’s . . .”“And?”“No damn cat, and no damn cradle.” The Fourteenth Book is entitled, “What Can a Thoughtful Man Hope for Mankind on Earth, Given the Experience of the…

Optical Illusion / Optical Truth

By Ben Hunt | May 4, 2016 | 0 Comments
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…example of what I mean, using a famous data set known as “Anscombe’s Quartet”. Anscombe’s Quartet I II III IV x y x y x y x y 10.0 8.04…

Epsilon Theory Mailbag: Bitcoin and Big Data

By Ben Hunt | March 9, 2015 | 0 Comments
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Is Said to Start Artificial-Intelligence Team “, Bloomberg, Feb. 26, 2015 First, calling this “artificial intelligence” is a misnomer. There’s nothing artificial about it. It’s a non-human intelligence, but no…

Parasite Rex

By Ben Hunt | January 12, 2014 | 0 Comments
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dealing with, do you? Perfect organism. Its structural perfection is matched only by its hostility. Lambert: You admire it. Ash:  I admire its purity. A survivor … unclouded by conscience,…

The Horse in Motion

By Ben Hunt | April 3, 2017 | 0 Comments
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Scared money can’t win and a worried man can’t love. ― Cormac McCarthy, All the Pretty Horses (1992) In 1872, noted horseracing aficionado and San Francisco rich guy Leland Stanford…

Tell My Horse

By Ben Hunt | June 12, 2017 | 0 Comments
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…in different parts of that market. For discretionary stock pickers, particularly hedge funds, the Hollow Market has been a plague of Biblical proportion. The orange line in the chart below…

The Road to Tannu Tuva, Pt. 2

By Rusty Guinn | January 29, 2019 | 0 Comments
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…it is,” and I’ll agree. But then he’ll say, “I, as an artist, can see how beautiful a flower is. But you, as a scientist, take it all apart and…

The Zeitgeist – 3.12.2019

By Rusty Guinn | March 12, 2019 | 0 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 sort of chord that has been struck in Narrative-world. Junk Bonds Are Winning Even When They’re Losing [Bloomberg] Answer:…

Is ESG Now Part of the Zeitgeist?

By Rusty Guinn | March 18, 2019 | Comments Off on Is ESG Now Part of the Zeitgeist?
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…this kind of question, the focus of our analysis will be our Cohesion measure. For any network graph of related articles, Cohesion measures the share of articles for which the…

The Half-Happy Horror

By Rusty Guinn | June 21, 2019 | 2 Comments
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…efficiency as anyone I know. I have a chart – not a mental chart, but an actual on-paper chart – of which of the three specific routes I should take…