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ET Pro Regulation Monitor

You and Me (But Mostly Me)

By Rusty Guinn | January 28, 2019 | 5 Comments

Like it or not, the 2020 election season has begun. But I’ve got good news for you: someone has The Answer for the political center, and he’d very much like to discuss it with you.

In the News | Week of 1.28.2019

By Rusty Guinn | January 28, 2019 | Comments Off on In the News | Week of 1.28.2019

Tech, telecom, pharma and defense report. Plus some…er…highlights, from Davos.

In the Flow – One Narrative to Rule Them All

By Ben Hunt | January 28, 2019 | Comments Off on In the Flow – One Narrative to Rule Them All

Last Halloween the hipsters over at Salesforce.com turned their new San Francisco building into a giant Eye of Sauron. I keep waiting for someone to try this with the Federal Reserve’s Eccles Building, but that would be too on-the-nose.

The Zeitgeist | 1.28.2019

By Rusty Guinn | January 28, 2019 | 0 Comments

Oil falls, gas bounces, banks are buoyed. It’s apparently a weird gravity metaphor grab-bag on a Monday Zeitgeist.

Getting Defensive

By Rusty Guinn | January 27, 2019 | Comments Off on Getting Defensive

With aerospace and defense in the spotlight, we turn our own spotlight to the sector. We find a generally weak narrative structure with a lot of vulnerability to positive and negative events. We also find some interesting shift in project-specific narratives for Lockheed Martin (LMT).

Pricing Power (Pt. 1)

By Ben Hunt | January 26, 2019 | 7 Comments

When an inflation regime shifts, the only question that really matters for your investments and your business model is this: do you have pricing power?

Pt. 1 of a three-fer Brief series … why the worst place to be in any services industry is on the product side.

The Zeitgeist | 1.25.2019

By Rusty Guinn | January 25, 2019 | 0 Comments

Billionaire penthouses, vertical integration in cannabis, non-musical music power, and a shifting tone in tech.

Mailbag!

By Ben Hunt | January 24, 2019 | 8 Comments

Time to resurrect an old Epsilon Theory feature and make it a regular thing. Because the ET pack has a voice that’s worth hearing.

The Zeitgeist | 1.24.2019

By Rusty Guinn | January 24, 2019 | 0 Comments

An American mutual fund gatekeeper does PR for China, DNC gunning for Wall Street, multiple missionaries live from the pulpit in Davos.

The Zeitgeist | 1.23.2019

By Rusty Guinn | January 23, 2019 | 1 Comment

Talking ourselves into a recession, trusting our employers, and a fine example of government shutdown Fiat News.