Search Results: art of the deal

Notes from the Diamond #3: Everything Has Its Price

By David Salem | October 26, 2018 | 7 Comments
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…being limited only by the imaginations of the parties involved or quant jocks employed by them.  In reality, however, just as parties to money management contracts are constrained by laws…

Basically a Snake Don’t Have Parts

By Rusty Guinn | December 12, 2018 | 0 Comments
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Coach Klein: That looks delicious. What part do you think I’m about to eat? Mama: Well…basically…a snake don’t have parts. But, um, if I had to call it anything…I would…

Notes from the Diamond #5: Wannabes Beware

By David Salem | December 16, 2018 | 1 Comment
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Ben flagged in Three-Body Problem and the overfunding of PE strategies that Rusty flagged in Deals Are My Art Form persist. What I would bet against is the achievement of…

A Game of Them

By Rusty Guinn | January 4, 2019 | 9 Comments
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…dumb opinion article written by a GQ correspondent in the Washington Post. This was all it took for the internet to build up a week’s worth of bilious martyring engagements…

We Are All Epsilon Theorists Now

By Ben Hunt | January 6, 2019 | 18 Comments
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…the title of that note: “LOL“. I mean, if you can’t laugh at this sort of craven performance art, you’re taking the world way too seriously. All of that stuff…

In the Flow – LOL

By Ben Hunt | January 7, 2019 | 0 Comments
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…you can’t laugh at this sort of craven performance art, you’re taking the world way too seriously. All of that stuff from December’s FOMC meeting about looking at the real…

Mailbag!

By Ben Hunt | January 24, 2019 | 8 Comments
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…both to start this series off. And this IS a series. I used to publish Mailbag notes every quarter or so, then stopped as we got the new website off…

The Zeitgeist – 3.20.2019

By Ben Hunt | March 20, 2019 | 4 Comments
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…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 sort of chord that has been struck in Narrative-world. As Fed Meeting Starts, Investors Appear Confident That Dovishness Will…

Free-Range Kids / Free-Range Capitalism

By Rusty Guinn | March 23, 2019 | 7 Comments
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…political utilities – in part – because of the unavoidable tangible outcomes of that policy. Capitalism made us wealthier and more productive in part because we allowed bad ideas to…

Neverland

By Rusty Guinn | April 16, 2019 | 5 Comments
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31, 2019, there were more than 48,400 news articles, major blogs, press releases mentioning Disney and streaming. Below is the full network of that last year of articles, dominated by…

The Weekend Zeitgeist – 5.18.2019

By Rusty Guinn | May 18, 2019 | 3 Comments
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…leave finance to cover the last week or so in other shifting parts of the Zeitgeist – namely, politics and culture. It’s not a list of best articles or articles…

After All, We Are Not Communists

By Ben Hunt | June 18, 2019 | 4 Comments
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…most powerful cinematic if not cultural touchstone we’ve got. It’s also just really good Narrative art. This dinner of the Five Families is the heart of the Godfather story arc….

A Modern Vocational Curriculum

By Rusty Guinn | June 20, 2019 | 21 Comments
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…hell ain’t gonna be a class that changes that. I’m sure you’ll let me know in the comments how much you hate it. Quarter 1 Quarter 1, Module 1: Professional…

Pirate Bay

By Ben Hunt | June 25, 2019 | 4 Comments
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…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…

The Patsy, Revisited

By Rusty Guinn | July 24, 2019 | 10 Comments
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…(see, I built my own Most Investors, too), there’s no ‘smart’ part of the market. There are plenty of lousy credit long-short PMs, and even more dummies who’ve made a…

A Cartoon in Three Parts

By Rusty Guinn | August 8, 2019 | 2 Comments
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…financial markets but our personal financial decisions, friendships, life decisions, political engagement and cultural participation. Cartoons are the engine behind both. Clear Eyes – control your cartoon. Full Hearts –…

Notes from the Diamond #8: Room For Doubt

By David Salem | September 1, 2019 | 4 Comments
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…their games, in fact — with the larger man weighing 42% more than his more diminutive counterpart.  Answer below. Narrowing Gyre.  Let’s be honest.  While the topics on which these…

Stuck in the Middle With You

By Ben Hunt | January 30, 2020 | 5 Comments
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…all articles written about the election. Note that Yang and Bloomberg are missing from this chart. They simply don’t have enough articles for the full period to make them an…

The Grifters, Chapter 2 – N95 Masks

By Ben Hunt | August 11, 2020 | 10 Comments
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…distribute more than 120,000 medical respirators in batches of 100-200 to more than 1,100 hospitals, clinics, police departments, fire departments, prisons and shelters across 47 states. So far. We’ll get…

A Society of Tinkerers

By Luis Perez-Breva | September 4, 2020 | 12 Comments
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…a startup born to be sold — and exit before it exits you. Speculate-ship is fueled by Lean Startup, Design Thinking, the 24 steps of Disciplined Entrepreneurship, and the Startup…