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ET Pro Regulation Monitor

The Zeitgeist – 4.5.2019

By Ben Hunt | April 5, 2019 | 10 Comments

March wage growth came in at 3.2% today, which is being described by everyone in financial media as “muted”.

Kinda like the Disney flacks telling us that Blue Will Smith is “fine”. It’s a different genie, but still.

As the immortal line in The Outlaw Josey Wales would have it, “Don’t piss down my back and tell me it’s raining.” Just another day in the Zeitgeist.

Credit Cycle Monitor – 3.31.2019

By Rusty Guinn | April 4, 2019 | Comments Off on Credit Cycle Monitor – 3.31.2019

Access the Powerpoint slides of this month’s ET Pro monitors here. Access the PDF version of the ET Pro monitor slides here. Access the underlying Excel data here.…

US Fiscal Policy Monitor – 3.31.2019

By Rusty Guinn | April 4, 2019 | Comments Off on US Fiscal Policy Monitor – 3.31.2019

Access the Powerpoint slides of this month’s ET Pro monitors here. Access the PDF version of the ET Pro monitor slides here. Access the underlying Excel data here.…

Trade and Tariffs Monitor – 3.31.2019

By Rusty Guinn | April 4, 2019 | Comments Off on Trade and Tariffs Monitor – 3.31.2019

Access the Powerpoint slides of this month’s ET Pro monitors here. Access the PDF version of the ET Pro monitor slides here. Access the underlying Excel data here.…

Central Bank Omnipotence Monitor – 3.31.2019

By Rusty Guinn | April 4, 2019 | Comments Off on Central Bank Omnipotence Monitor – 3.31.2019

Access the Powerpoint slides of this month’s ET Pro monitors here. Access the PDF version of the ET Pro monitor slides here. Access the underlying Excel data here.…

Inflation Monitor – 3.31.2019

By Rusty Guinn | April 4, 2019 | Comments Off on Inflation Monitor – 3.31.2019

Access the Powerpoint slides of this month’s ET Pro monitors here. Access the PDF version of the ET Pro monitor slides here. Access the underlying Excel data here.…

The Zeitgeist – 4.4.2019

By Ben Hunt | April 4, 2019 | 0 Comments

Jeff Skilling is back, baby!

And that takes me back 30+ years, when a kid fresh out of college had a ticket to Houston Hobby airport and an offer letter from McKinsey.

Our lives are defined by the roads we avoid as much as by the roads we take. And more often than not, sheer blind luck is responsible for the difference.

The Zeitgeist – 4.3.2019

By Ben Hunt | April 3, 2019 | 0 Comments

In which Fiddy does his part to jumpstart the Connecticut economy, Kendall Jenner shows us the way, and Chrissy Teigen shares the stage with … Jay Powell?

It’s all the news that’s fit to Nudge, here in the Daily Zeitgeist.

First World Problems in Fund Management

By Rusty Guinn | April 3, 2019 | 4 Comments

An interesting question with a straightforward answer. Put simply, if a fund manager tells you they’re selling, ignore the reason they give and replace it with “Big founder wants liquidity.”

Office Hours – 4.2.2019

By Rusty Guinn | April 2, 2019 | Comments Off on Office Hours – 4.2.2019

Welcome! A few reminders as usual: We begin pretty promptly at 2PM. If you don’t see the video by 2:01 PM ET, try reloading the…