The Opposite of 2008

By Ben Hunt | March 2, 2021 | 14 Comments

In 2008, the US housing market – together with a Fed that thought the subprime crisis was “contained” – delivered the mother of all deflationary shocks to the global economy.

In 2021, the US housing market – together with a Fed that thinks inflationary pressures are “transitory” – risks delivering the mother of all inflationary shocks.

The ET Pack is going to figure this out … together.

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Hunger Games Saga

Covid Variants

The Zimbabwe Event

By Ben Hunt | January 27, 2021

UK-Variant SARS-CoV-2 Update

By Ben Hunt | January 20, 2021

ET Podcast #3 – The Ireland Event

By Ben Hunt | January 14, 2021

The Ireland Event

By Ben Hunt | January 12, 2021

The Invulnerable Hero*

By Rusty Guinn | January 28, 2021 | 15

No, the real story here probably isn’t about a revolution against Wall Street. But that doesn’t mean that there isn’t an opportunity to build a movement – right now – to transform it toward fair, free and open markets.

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Off Wall Street and Off-Off Wall Street

By Brent X. Donnelly | January 22, 2021 | 9

Everything you always wanted to know about r/Wallstreetbets and Gamestop*

*but were afraid to ask

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Mental Toughness!

By Rusty Guinn | June 8, 2018 | 0

Investing requires mental toughness, but it doesn’t require us to pretend that we — or our colleagues — are invincible. More often, it instead requires us to acknowledge our weakness.

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The Acrobat and the Fly

By Rusty Guinn | June 1, 2018 | 0

Many of the memes that drive our political behaviors inherently push us toward Competitive Games and tribalism. Resisting these memes means losing both arguments and credibility – and we have to be willing to do both.

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This Is Why We Can’t Have Nice Things

By Ben Hunt | May 22, 2018 | 0

Part 13 of the Notes from the Field series discusses the Narrative Machine, which can help us see the invisible memes that drive our political behaviors. Because you’re smart enough to make up your own damn mind.

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The Many Moods of Macro

By Rusty Guinn | May 9, 2018 | 0

Part 2 of the multi-part Three-Body Alpha series, introduced in Rusty’s recent Investing with Icarus note. The Series seeks to explore how the increasing transformation of fundamental and economic data into abstractions may influence strategies for investing — and how it should influence investors accessing them.

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Harper's Corner

The Dr. Seuss estate will no longer be publishing 6 books that they feel contain offensive language and imagery. This includes 'And to Think I Saw It On Mulberry Street' and 'If I Ran the Zoo'.

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Archive Spotlight

Facebook Delenda Est

August 20, 2020

More than any other company, Facebook is undermining our democracy and our most integral political rights.

More than any other company, Facebook has bought and paid for political cover at the highest levels of American, Indian and European government, political cover that prevents any of the actions we might take as a society to rid ourselves of this cancer.

Facebook delenda est.

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ET Live!

ET Live! – 2.16.2021

February 16, 2021

Check out our February 2021 ET Live!

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