The Zeitgeist

Our Finest Hour

By Ben Hunt | April 2, 2020

Until Further Notice

By Rusty Guinn | March 31, 2020

The Miracle Max of MBS

By Rusty Guinn | March 30, 2020

When the Story Bends

By Rusty Guinn | March 24, 2020

Getting PPE to Healthcare Workers and First Responders

By Ben Hunt | March 23, 2020

The Non-Linearity of Need, Pt. 2

By Rusty Guinn | March 19, 2020

Our Escape Story

By Rusty Guinn | March 18, 2020

Margin Call

By Rusty Guinn | March 16, 2020

The Python and the Pig

By Ben Hunt | March 13, 2020

Tick-Tock

By Ben Hunt | March 12, 2020

Don’t Test, Don’t Tell (10 Days Later)

By Ben Hunt | March 8, 2020

The Mozilo Market

By Ben Hunt | February 28, 2020

Join Us. No, Really.

By Rusty Guinn | February 25, 2020

Kitchen Sink It

By Rusty Guinn | February 20, 2020

Thanksgiving

By Rusty Guinn | February 19, 2020

#OurFinestHour

Our Finest Hour

By Ben Hunt | April 2, 2020 | 14

There is no country in the world that mobilizes for war more effectively than the United States. And I know you won’t believe me, but I tell you it is true:

This will be #OurFinestHour.

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Once in a Lifetime

By Ben Hunt | March 29, 2020 | 37

We are led by high-functioning sociopaths, in our politics and our economy, and nowhere is this more apparent than in our war against COVID-19. It’s not a left/right thing. It’s not a Republican/Democrat thing. It’s a power thing.

Enough. It’s time for the Pack to howl.

Empathy + Minimax Regret is the answer. Because 2 + 2 = 4.

Yes, this is a personal note. That’s what this war is for all of us … personal.

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Do The Right Thing

By Ben Hunt | March 19, 2020 | 28

I’m angry that I have to write this note about the airline industry and how to structure the bail-out of United, Delta, American and Southwest. But I must, because the raccoons and the high-functioning sociopaths are looking to get their private losses socialized and their private gains locked in.

Bailout the airlines and their rank-and-file employees? You bet.

Bailout the CEOs and Warren Buffett? Not a chance.

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ET In Full

The Elton/Hootie Line

By Rusty Guinn | March 4, 2020 | 33

In 1995 we crossed a line in music.

In 2009 we crossed that line in markets.

In 2016 we crossed that line in politics.

Music charted the way back. Let’s listen to its lesson.

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The Narrative Matrix

By Peter Cecchini | March 2, 2020 | 4

New from ET contributor Pete Cecchini …

We talk all the time about the informational efficiency of markets. What if the real dimension we should focus on is narrative efficiency?

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Don’t Test, Don’t Tell

By Ben Hunt | February 27, 2020 | 25

The CDC’s Don’t Test, Don’t Tell policy came crashing down last night. So did Trump’s “buh, buh the flu” and “Yay, Containment!” narratives.

Now let’s get to work preparing for the fight to come.

Not in panic. Not in fear. But with resolve, sacrifice and righteous anger for those who would use us instrumentally for their own political ends.

Clear eyes. Full hearts. Can’t lose.

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The Fall of Wuhan

By Ben Hunt | February 24, 2020 | 14

Containment has failed.

And so now we must fight.

That means doing everything possible to bolster our healthcare systems BEFORE the need overwhelms the capacity.

That means calling out our leaders for their corrupt political responses to date, and forcing them through our outcry to adopt an effective virus-fighting policy for OUR benefit, not theirs.

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The Industrially Necessary Doctor Tedros

By Ben Hunt | February 16, 2020 | 10

To date, WHO leadership has simply been part of the Chinese narrative machine.

It’s more than a disgrace. It’s more than a humiliation of the people who do good and important work through WHO.

It’s a betrayal of the entire world.

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Body Count

By Ben Hunt | February 10, 2020 | 24

China is fighting nCov2019 exactly like the US fought North Vietnam … with policy driven more by narrative control than by what’s best to win the war.

That was a disastrous strategic mistake for the US then, and it’s a disastrous strategic mistake for China today.

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ET Poll

What are you doing to help?

Archive Spotlight

When Was I Radicalized? (Boeing edition)

November 5, 2019

I believe it is impossible to separate the modern management practice of self-enrichment through massive levels of stock-based comp from the modern management practice of investor placation through massive levels of stock buybacks … without regulating one or the other practice.

But I’m all ears for any ideas.

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ET Live!

ET Live! – 3.10.2020

March 9, 2020

Covid-19 is a fertile ground for narratives and missionaries of all kinds – from politicians to central banks, corporate leaders and financial media pundits. Join us as we discuss them.

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ET Live! – 2.18.2020

February 18, 2020

This ET Live! is all about Coronavirus, except it’s not – it’s all about how institutions who solve for narrative outcomes invariably create bad results in the Real World.

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