A big change in our Narrative monitors this month!
Also, some shocking (to me, anyway) data on how good some companies are with their stock buybacks, and how ugly and bad other companies are with theirs.
I think it’s going to be a long winter in tech-world.
These are the major topics and ideas we discussed during the 11/04/2022 Office Hours as well as some of the biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
Mt Everest is a death trap. Everything about the mountain is designed to kill you. So why are so many people going up there? Why do we ignore the very real and very dangerous narratives that are right in our face.
These are the major topics and ideas we discussed during the 10/21/2022 Office Hours as well as some of the biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
In Q4 2007 – in the aftermath of the Bear Stearns MBS funds going out (June), the blow-up across most quant funds (August), and both autos and housing rolling over in the US – I got net short in my hedge fund and started looking for single stocks with business models that were levered to borrowing short and lending long in the structured mortgage product world.
Today I’m getting the same funny feeling about the structured mortgage product world.
This is the recording of our webinar on UK Pensions that took place on October 14th, 2022. If you want to continue the conversation, check out the ET Forum.
Everywhere you look today, you are seeing Wall Street and Washington missionaries using annualized month-over-month or quarter-over-quarter inflation statistics to “prove” their opinions that inflation is not embedded and – more importantly – their opinions that the Fed should stop hiking interest rates.
It’s a terribly flawed Cartoon of reality, but a very powerful narrative weapon.