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Tag: ZG Item

Headline Risk

The average American news consumer is exposed to far more headline text on news websites, social media apps and content aggregation sites than they are…

Rusty Guinn June 22, 2021
5 Comments

“Yay, Stock Buybacks!”

I saw this work of art on Twitter today, referring to Dropbox management using stock buybacks to sterilize their outrageous stock-based comp, and it made…

Ben Hunt June 15, 2021
5 Comments

“Yay, Environment!”

In Epsilon Theory-speak, we use “Yay, Good-Thing!” as shorthand for a Narrative that takes a linguistic construction that we all agree is a Good Thing…

Ben Hunt June 10, 2021
15 Comments

Fiat News in Action

It wasn’t enough for ProPublica to do actual news reporting by publishing these tax records. The Secret IRS Files: Trove of Never-Before-Seen Records Reveal How…

Ben Hunt June 8, 2021
2 Comments

A Disturbance in the Force

Yesterday, one of Softbank’s largest portfolio companies – Katerra – filed for bankruptcy. Katerra was at the heart of the relationship between Softbank and Greensill,…

Ben Hunt June 7, 2021
1 Comment

Deadly Theatre

The Deadly Theatre of corporate signaling on Pride Month continues to run rampant, with feel-good rebranding pop-ups in all the geographies where this is a…

Ben Hunt June 4, 2021
1 Comment

Shot … Chaser

P&C insurer Lemonade (LMND) went public last year and now has a $5 billion market cap. They’re not just a sleepy insurance company, of course.…

Ben Hunt May 28, 2021
0 Comments

Raccoonery in Action

Honestly, I kinda like Chamath-the-CNBC-talking-head. He’s iconoclastic and smart. A little too much Ben Shapiro / college debate team-esque with the “if I talk really…

Ben Hunt May 27, 2021
0 Comments

The Diversification Problem

Good chart out from Barclays this morning showing the key problem for investors and financial advisors as inflation fears take root: bonds no longer provide…

Ben Hunt May 26, 2021
0 Comments

Homeschooling Resources on ET Forum?

I think a homeschooling VMPT is a natural for the ET Forum! On last week’s Office Hours conversation, ET Pack member Dan W. brought this…

Ben Hunt May 24, 2021
0 Comments

Why Am I Reading This Now?

Pack member Rob H. brought this up at last week’s Office Hours, and it deserves its own thread (as well as some attention from The…

Ben Hunt May 24, 2021
1 Comment

Many People Are Saying … Bitcoin is Art

The Bitcoin Is Art thesis that I put out back in 2015 (The Effete Rebellion of Bitcoin) and recently put forward again (In Praise of…

Ben Hunt May 24, 2021
0 Comments

Inflation as Ad Campaign

An ET Pack member sent me this. Anyone else come across ads that directly call out inflation expectations? Would love to collect more screenshots like…

Ben Hunt May 24, 2021
0 Comments
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