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ET Pro Regulation Monitor

In the News | Week of 2.4.2019

By Rusty Guinn | February 4, 2019 | Comments Off on In the News | Week of 2.4.2019

In which we see a week full of insurance earnings, continued trade concerns, ‘warming to nuclear’ and a humble request to stop naming things “Exelon.”

Arbitrary Power

By Rusty Guinn | February 3, 2019 | 7 Comments

There is a paradox – only it isn’t really a paradox – in that to act boldly on and hold loosely to our beliefs requires us to design processes which are subject to an almost opposite standard.

The Zeitgeist | 2.1.2019

By Rusty Guinn | February 1, 2019 | 0 Comments

Amazon ‘buts’, all sorts of January 1987 comparisons, a grab bag of central banking and politics, and a notable omission from your Brexit Bunker.

Speak Now

By Rusty Guinn | February 1, 2019 | 8 Comments

We no longer have real discussions about critical civic issues in part because we’ve stopped calling things by their proper name. Our lack of nuance causes those conversations to degrade into predictable, exhausting patterns. Let’s figure this out before it’s too late.

The Zeitgeist | 1.31.2019

By Rusty Guinn | January 31, 2019 | 0 Comments

A big day for the Green New Deal, tax policy old and new, a solution for morale problems at Palantir and a solution for god only knows at Davos.

Uttin’ On the Itz!

By Ben Hunt | January 30, 2019 | 7 Comments

Watching Jay Powell’s press conference today, it hit me – THIS HAS ALL HAPPENED BEFORE.

Back in September, 2013 to be precise, when Ben Bernanke told us that QE was not going to roll off as expected, that “data dependent” meant “market dependent”, and the Fed was a prisoner of the White House and Wall Street.

You are here. Again.

The Zeitgeist | 1.30.2019

By Rusty Guinn | January 30, 2019 | 0 Comments

Today’s Zeitgeist has a bit of private markets, Boeing and Apple, conspiracies and tax avoidance.

Kobayashi Maru

By Demonetized | January 29, 2019 | 4 Comments

When facing a no-win scenario, sometimes the only rational choice is for our advisers and managers to change the conditions of the test. That doesn’t mean we have to buy what they’re selling.

The Zeitgeist | 1.29.2019

By Rusty Guinn | January 29, 2019 | 0 Comments

Food and retailing are top of mind (and…bullish?), trade continues to dominate content and commentary, and a hero rides in to protect the Lu Ann Platter.

The Road to Tannu Tuva, Pt. 2

By Rusty Guinn | January 29, 2019 | 0 Comments

The next stops in our discovery of the process of discovery? A town of 1,282 people and the mind of a German physicist named Arnold Sommerfeld.