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