What happened over the weekend happened. There’s nothing to be done about it now, and I think the last thing you want to do is sell into it today. But over the days and weeks and months to come I think you absolutely want to sell into the forced deleveraging to come, whatever ‘sell into’ means to you.
Recent major media stories that feel to us like they’re part of a larger narrative campaign.
Israel’s assassination of Hamas leader Ismail Haniyeh isn’t that important in and of itself, but is important because of where it happened – in Tehran! – and even more important because of how these events are being described in the domestic media of both Iran and Israel.
Replay of our 7/26 webinar introducing the ET Pro Dashboard – a direct window into our Radiant technology platform and its Narrative signals across equities, commodities and interest rates.
The ET Pro Dashboard is designed to quantify narratives about financial markets present in financial and political media, transcripts, and press releases, providing a unique alternative data signal for advisors, investors and allocators alike.
In this episode of Breaking News, we cover the recent developments in the Democratic party, with Biden stepping aside and Kamala Harris becoming the presumptive nominee. We discuss how reality seems to be proclaimed rather than acknowledged, and how both parties seem more interested in conflict than actual policy solutions. We also touch on the SEC’s case against short-seller Andrew Left and the selective enforcement of rules in finance. We also debate the merits of giving green cards to foreign college graduates and how systems can be exploited by those with money. Finally, we explore the themes in Charlie XCX’s album “Brat,” relating it to the myth of Narcissus and broader questions of self-worth and community in our current cultural moment.
The weirdest thing about this “weird” campaign is how convinced some are that it represents a thoroughly directed, planned, systematic propaganda effort.
That’s not how this works. That’s not how any of this works. Not any more, anyway.
Recorded on July 24, this webinar explores how a long-only, long-term investor or advisor can protect a portfolio through a tail-risk market event without resorting to bespoke derivatives or actively trading basis risk. It can be done!
Recent major media stories that feel to us like they’re part of a larger narrative campaign.
Your brain evolved to perceive symbols.
Symbols evolved to be perceived by your brain.
Human society is evolving around a technology which exposes our brains to a barrage of seductive symbols.
And it’s making us lose our minds.
Matt Zeigler went to Epsilon Connect 2024: Being Human in the Age of AI.
It took him a while, but he figured out what it’s all about.