Search Results: art of the deal
…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…
…is a superb Twitter follow @Travis_Kling. As with all of our guest contributors, Travis’s post may not represent the views of Epsilon Theory or Second Foundation Partners, and should not…
…yet been martyred, and Elon Musk, billionaire entrepreneur, publicly suggesting that anyone with different opinions about the proper way to safeguard elections ought to be executed. This is the environment…
Please read the Miami Herald article on Jeffrey Epstein. How a future Trump Cabinet member gave a serial sex abuser the deal of a lifetime – by Julie Brown for…
…US media articles on MMT over the past year, colored by recency (blue older and red more recent). Only 272 unique articles over this span (although 3x from the prior…
…Examiner article, a Daily Caller article and a NY Post article in the last day alone. Some dozen blogs riffed off of every single one of his Tweets/Facebook posts. We…
…What does a movement of refusal and disengagement look like? Start here … https://www.epsilontheory.com/things-fall-apart-part-3-politics/ And then go here … https://www.epsilontheory.com/the-long-now-pt-1/ The Second Foundation hides in plain sight. PDF Download (Paid…
…stock picker is the discipline to act appropriately on whatever the market is giving you, particularly when you’re being dealt one low conviction hand after another. The hardest thing in…
…– Willy Loman (“Death of a Salesman”, by Arthur Miller) I’ve had dozens of requests to put together a reading list for Epsilon Theory, and I’ve resisted. There’s something uncomfortable…