Search Results: art of the deal

Knowledge Takes the Sword Away

By Rusty Guinn | October 16, 2020 | 39 Comments
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On Trump’s Taxes Is False [Daily Caller] Breitbart Breitbart manages to be the fourth most prolific publisher of articles. That looks like a broken pattern…until you begin to review the…

Hot and Cold

By Rusty Guinn | March 23, 2021 | 26 Comments
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…today call whataboutism is in part referential to the art form it became under Soviet propagandists. In short, they discovered that they had a ready response to any criticism of…

Lessons From Biking 245 Miles Across France

By Kyla Scanlon | October 12, 2023 | 7 Comments
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…at [email protected]. As with all of our guest contributors, Kyla’s post may not represent the views of Epsilon Theory or Second Foundation Partners, and should not be construed as advice to…

The Changing Narrative of Women on Wall Street

By Ben Hunt | December 11, 2023 | 7 Comments
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…a psychiatrist/performance coach at Ax Capital in Billions, you’re not a risk-taker. All interesting jobs and all part of Wall Street, but not my focus here. And when I say…

Why We Don’t Trust Each Other Anymore

By Kyla Scanlon | February 26, 2024 | 8 Comments
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…story. Words are the part of silence that can be spoken.” Part of the problem, a complement to language if you will, is that there is no more silence, or…

Anthem!

By Ben Hunt | October 14, 2016 | 0 Comments
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no hurry to engage with an existing third party. The disintegration of the Republican party today and the disintegration of the Democratic party tomorrow will create a really interesting broken…

Virtue Signaling, or … Why Clinton is in Trouble

By Ben Hunt | September 29, 2016 | 19 Comments
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the inevitable blame game if things go wrong (the infamous circular firing squad of American party politics, particularly on the Democratic side) while still preserving your place in the victory…

Hobson’s Choice

By Ben Hunt | March 16, 2016 | 0 Comments
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…says about seasonally-adjusted quarterly export volumes in the four economies that matter for international relations. The chart below starts with the low-water mark of all four geographies in Q1 2009,…

The New TVA

By Ben Hunt | July 23, 2015 | 0 Comments
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…New Yorker magazine’s cartoons of the plump, terrified Wall Streeter were accurate; business was terrified of the president. But the cartoons did not depict the consequences of that intimidation: that…

1914 is the New Black

By Ben Hunt | June 29, 2015 | 0 Comments
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…the death spiral phase of a game of Chicken, as all parties start to talk about how they “have no choice” but to crash their cars. That latter course is…

More Probable Than Not

By Ben Hunt | May 11, 2015 | 0 Comments
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…– Janet Yellen press conference, March 18, 2015. The Board’s Inspector General and the Department of Justice are in the midst of an investigation into this matter [FOMC leaks to…

Ghost in the Machine, Part 1

By Ben Hunt | January 20, 2015 | 0 Comments
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…a big deal in the kitchen, but a huge deal in our portfolios. Replace the word “knife” with “diversification” and you’ll get a sense of where I’m going with this….

Adaptive Investing: What’s Your Market DNA?

By Ben Hunt | January 5, 2014 | 3 Comments
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…chimera. One part prescribes traits that favor success of individuals within the group. The other part prescribes the traits that favor group success in competition with other groups. – Edward…

It Was Barzini All Along

By Ben Hunt | September 8, 2013 | 0 Comments
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…is Value, not Growth, and the critical attribute of a successful investment will have little to do with the security’s inherent qualities (particularly growth qualities) but a great deal to…

Before and After the Storm or: Make America Good Again

By Rusty Guinn | August 30, 2017 | 0 Comments
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a fat left tail” was the particular phrase I used to sound smart and inoffensive to friends and family who either supported or opposed him. In a lot of ways,…

Letter From a Birmingham Museum

By Ben Hunt | July 3, 2018 | 23 Comments
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…adult working life as an ER doc at Lloyd Noland Hospital in Fairfield, Alabama (trust me, about as far from Fairfield, Connecticut as the Earth is from Mars), starting back…

It Was You, Charley

By Rusty Guinn | July 16, 2018 | 0 Comments
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…of a bum, which is what I am. Let’s face it. It was you, Charley. — On the Waterfront (1954) This is Part 3 of the multi-part Three-Body Alpha series,…

Trade and Tariffs Monitor – 11.30.2018

By Rusty Guinn | November 30, 2018 | Comments Off on Trade and Tariffs Monitor – 11.30.2018
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…More Brazil Deals Thanks to Trade War U.S., China ‘not on the cusp’ of trade deal: White House adviser Pence’s Sharp China Attacks Fuel Fears of New Cold War November…

Multiple Ways to Lose (AAPL)

By Rusty Guinn | January 3, 2019 | Comments Off on Multiple Ways to Lose (AAPL)
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…consistent Narrative: ‘these new phones are going to be a Big Deal’. We noted at the time that the narrative around this product launch was as positive as any since…

In The News | Week of 1.14.2019

By Rusty Guinn | January 13, 2019 | Comments Off on In The News | Week of 1.14.2019
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purveyor, looks for smaller deals IBM Game of Clouds: Lock-In is Coming What Is Artificial Intelligence? Examples and News in 2019 Coming soon: Public blockchains for private business data Why…