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ET Pro Regulation Monitor

In the Flow – Focus Fields

By Ben Hunt | February 11, 2019 | Comments Off on In the Flow – Focus Fields

Two distinct market narratives that came into sharper focus last week – Global Growth Slowdown! and Democratic Socialism!. The first was pushed by the usual market Missionaries – the WSJ and the FT and the talking heads on CNBC – and the latter was pushed by the usual political Missionaries – Trump and AOC and Bernie and the rest of the 2020 presidential crowd.

But only one of these narratives makes a long-term difference for your portfolio.

The Zeitgeist | 2.11.2019

By Rusty Guinn | February 11, 2019 | 0 Comments

Why VC loves fintech for some reason, populist messages, “optimism over trade talks” take 25, and more popullsm.

But We Need the Eggs

By Ben Hunt | February 10, 2019 | 1 Comment

We’re all passengers in the backseat of the State-driven car, and we all suspect that our drivers might be high-functioning lunatics, and we’re all terrified about what they might do next.

But we need the eggs.

Blast from the Past

By Rusty Guinn | February 9, 2019 | 10 Comments

What the rise and fall of baseball cards can and can’t tell us about bubbles and the turning of markets into utilities.

The Zeitgeist | 2.8.2019

By Rusty Guinn | February 8, 2019 | 1 Comment

Fawning Tesla press, coming storms, ESG and data, striking a balance between tasteful display of art collections and pay cuts at banks, and post-Yorkshire pudding walks.

The Zeitgeist | 2.7.2019

By Rusty Guinn | February 7, 2019 | 0 Comments

Today’s specials: Megadevelopments in Chicago, online grocery shopping, slowdowns at Apple, vagueness at Alphabet and Canadian weed.

Pricing Power (pt. 2) – Intellectual Property

By Ben Hunt | February 6, 2019 | 1 Comment

Your mother was a hamster and your father smelt of elderberries … the pricing power found in intellectual property. It’s not as easy as it looks.

The Zeitgeist | 2.6.2019

By Rusty Guinn | February 6, 2019 | 0 Comments

In today’s edition, it’s captain obvious takes on the ECB, is there anything active funds CAN do?, more Brexit and dead-cat bounces.

All Along the Watchtower

By Rusty Guinn | February 6, 2019 | 3 Comments

Trust in media is being debased from without and within. The Clear Eyed, Full-Hearted answer? Don’t pick and choose. Set yourself against both threats.

Credit Cycle Monitor – 1.31.2019

By Rusty Guinn | February 5, 2019 | Comments Off on Credit Cycle Monitor – 1.31.2019

Access this month’s monitor slides in Powerpoint and in PDF. Access the data in Excel. The attention on credit and credit cycles has increased slightly, but most of…