Every so often, things fall apart.
In the words of those who lived it, here are the vibes and the semantic signatures of the twentieth century’s most devastating social collapses.
From the meaning in their words, wisdom for our future emerges.
Recent major media stories that feel to us like they’re part of a larger narrative campaign.
Recent major media stories that feel to us like they’re part of a larger narrative campaign.
The cure for the cancer of gun culture and police culture is not to be found in reform laws around guns and police, but in reform ideas around culture, ideas that create a new dimension of American society that rejects LARPing and LARPers alike.
Inflation
What made Bitcoin special is nearly lost, and what remains is a false and constructed Narrative that exists in service to Wall Street and Washington rather than in resistance.
The Bitcoin narrative must be renewed. And that will change everything.
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Crypto
Recent Notes
The Alchemy of Narrative
Every investor who wants to understand narrative and its impact on markets should read “The Alchemy of Finance”, by George Soros.
ET contributor Demonetized rediscovers the joys of Soros. It’s all reflexivity, all the time.
The Zeitgeist | 2.15.2019
Lots of ‘playing’, ditching New York, and a piece of hard-hitting analysis demonstrating that sitting at the crossroads of government and business can be personally profitable.
Duck and Cover
We don’t have to treat it like a cardinal sin any time an author, politician, consultant, adviser or expert tries to make us feel a certain way. Just don’t be the only one at the table who doesn’t realize what’s happening.
The Zeitgeist | 2.14.2019
Today’s Zeitgeist poses a riddle: what is noxious, may not be a catalyst, extends a rally and awaits cues all at the exact same time?
Notes from the Diamond #6: Hittin’ ‘Em Where They Ain’t (Part 1)
In baseball and in investing, how do we distinguish truly great practitioners from merely good ones? Let’s start by looking at two greats who revolutionized how the game is played – Branch Rickey in baseball and David Swensen in investing.
The Zeitgeist | 2.13.2019
In the 8th or extra innings (what about the 9th?), allocations to alternatives, fixed income ETFs, offensive hacking and “markets up on trade deal hopes” (again).
Rabbit Hole – Who’s Being Naive, Kay? Also, DARPA, Ribbon Farm, and Unknown Knowns
ET contributor Neville Crawley is back from time well spent at an amazing library, with thoughts on no-end state architecture, marketing alpha, DOD AI, wonderfully goofy blogs, and a new addition to the Rumsfeld canon: unknown knowns.
The Zeitgeist | 2.12.2019
Maine cashes in, investors cash out, stocks get a lift from trade hopes (version 28), the Brexit pantomime and a shadow over strawberry fields.
They Live!
If you view the world through Clear Eyes, and hold loosely to your convictions, you’ll have an easier time adapting to a dramatic shift in the market regime than your competitors who’ve been lulled into a Narrative-induced fugue state. You’ll make up your own damn mind. You, your clients, and your business will all be better off for it.
In the News | Week of 2.11.2019
Soft drinks, REITs, midstream companies, CROs and video games round out the start to the second half of earnings season.
The Zeitgeist | 2.11.2019
Why VC loves fintech for some reason, populist messages, “optimism over trade talks” take 25, and more popullsm.
But We Need the Eggs
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
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
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
Today’s specials: Megadevelopments in Chicago, online grocery shopping, slowdowns at Apple, vagueness at Alphabet and Canadian weed.
Pricing Power (pt. 2) – Intellectual Property
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
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
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.
The Zeitgeist | 2.5.2019
In which we hear the term, ‘megadeal hunger’, contemplate a Larry Fink v. Ken Fisher celebrity steel cage match, and boggle at the unironic advocacy of regulation as the solution for lack of trust in blockchain applications.
The Zeitgeist | 2.4.2019
The near-term focus of financial markets coverage seems squarely on M&A in the U.S. Elsewhere, Lord Fink (!) roasts Corbyn and Australian housing has become a media obsession.