Search Results: art of the deal
…about the issue (much less the thirtieth), many market participants will start trading around the position. Now the truth is that this outcome worked faster than I thought it would,…
…“The Godfather, Part II” (1974) There’s no more dramatic moment in all of movies than the Havana club scene in Godfather, Part II, where Michael overhears Fredo blurting out that…
…in particular. Local sports talk radio is even more of an oddity, since on the clear fundamental question, that is, which team everyone supports, practically all parties involved agree. Lest…
written a lot recently (Things Fall Apart, part 1 and Things Fall Apart, part 2) about the political polarization of America. Or, to use the 10-dollar phrase, what happens in a…
This is our feature of the 10 most on-Narrative (i.e. interconnected, highly similar) stories in financial media. It’s not a list of best articles, or articles we think are most…
down (and vice versa) … as strong of a relationship as you’ll ever see in a chart. Where’s supply and demand in this chart? Where’s OPEC policy? It’s in those…
…but pretty close to airtight. We’ve done a good job in the United States. Larry Kudlow to CNBC on February 25, 2020 But the Chinese Communist Party? Et tu? China…
…many to have everything in the Epstein vaults published on the internet. Giant flush of a lot of hypocritical elites, both parties. We could start fresh after that morality play…
…bassist to leading voice in the world of investing psychology, discussing the importance of setting healthy boundaries, letting life’s phases run their course, and the art of translating complex ideas…
…Sorry, but I just don’t think it’s that big of a deal from a markets perspective. Russia is going to control Sevastapol, and everyone – including Obama and Merkel and…
…most crowded trade in the world right now, so a strengthening of the Yen to break below the focal point is a big deal for market game-playing behavior. The Yen…
On Monday, Verizon Wireless successfully securitized more than $1 billion in cellphone contracts and sold the notes into the Asset-Backed Securities (ABS) market. Here’s the Reuters article describing the deal….
This is our feature of the 10 most on-Narrative (i.e. interconnected, highly similar) stories in financial media. It’s not a list of best articles, or articles we think are most…
…not a list of best articles or articles we think are most interesting … often far from it. But for whatever reason these are articles that are representative of some…
…(weeks to months); don’t know and don’t know for an investment (months to years). To explain what I mean by the slightly less short answer, let’s start with that email…
…real-life world of investing in markets, we frequently deal with real-life cats that are both alive AND dead at the same time. Case in point, the largest liquid market for…
supply/demand and pricing is generally good for auto dealerships and the related industry infrastructure, you are probably right. But there will also be leveraged dealerships who participate heavily in inventory…
We published our June Narrative Monitors earlier this week, and they’re worth a look, particularly the Central Bank Monitor. We’ve seen a shift in the dominant narrative archetype from Hawkish…
…parts: the motte and the bailey. Complicated stuff, I know. The motte is a steep hill or raised earthworks upon which a small keep or fort is installed. The bailey…