Search Results: art of the deal

Fell on Black Days

By Ben Hunt | October 5, 2020 | 27 Comments
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…equilibrium. This is a permanent change. Covid is a permanent part of our world. Both the Republican and the Democratic parties are permanently transformed. The tether between taxation and spending…

Epsilon Lexicon

By JasonR | November 16, 2020 | Comments Off on Epsilon Lexicon

…call for systemic change of society led from the bottom up. The Protection Racket pt1 Fell on Black Days Facebook Delenda Est Cartoon Cartoon — The selective (re)presentation of a…

The ZIRP Paradox

By Rusty Guinn | December 14, 2020 | 25 Comments
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…Musk is akshually net good, but God help me, I do. Warts and all. And this? I don’t just like this. I LOVE this. https://twitter.com/JCHartzell/status/1336499653676765185 It also isn’t because I…

ET Zeitgeist: Deadly Theatre

By Ben Hunt | June 4, 2021 | 1 Comment
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…What is Deadly Theatre? It’s the legal and public relations performance art in service to these honorable men, these Lions of Wall Street … when in truth they created the…

“Yay, Stock Buybacks!”

By Ben Hunt | June 15, 2021 | 5 Comments
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h/t @SouthernValue95 for the brilliant memework! I saw this work of art on Twitter today, referring to Dropbox management using stock buybacks to sterilize their outrageous stock-based comp, and it…

Litigation Finance

By Bruce Packard | June 28, 2021 | 1 Comment
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…with all of our guest contributors, Bruce’s post may not represent the views of Epsilon Theory or Second Foundation Partners, and should not be construed as advice to purchase or…

Enemies Real and Imagined

By Rusty Guinn | July 21, 2021 | 11 Comments
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…they otherwise impart. Bold-faced nodes represent those which are about, at least in part, the emerging variant and its risks. Washed out nodes represent those which are not. In short,…

US Dollar Exposure Dashboard (NEW)

By Ben Hunt | August 10, 2021 | 0 Comments
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Over the past four weeks, we’ve been describing our Narrative research program – what we call The Narrative Machine – with different metaphors based on visualization instruments: microscopes, telescopes, smartphone…

The Green Protocol: A New Vision for Crypto, Pt 2

By Ben Hunt | September 8, 2021 | 55 Comments
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…investor or a smart sports fan or a smart Democrat or a smart Republican. You want to be smart, don’t you, Ben? C’mon, just a sip. It’ll make you smart….

How Lucky You Are To Be Alive Right Now

By David Salem | October 7, 2021 | 3 Comments
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…Epsilon Theory or Second Foundation Partners, and should not be construed as advice to purchase or sell any security. An Address in Celebration of Constitution Day 2021 Middlebury College David…

Everyone and Their Mother

By Harper Hunt | December 16, 2021 | 0 Comments
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…Melania Trump recently announced that she will be releasing an NFT called Melania’s Vision. This will be art that “embodies Mrs. Trump’s cobalt blue eyes, providing the collector with an…

Before You Fly The Nest: Advice for kids heading to college

By Brent Donnelly | August 5, 2022 | 4 Comments
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…way smarter than you at college. You will be way smarter than others. You deserve to be there; your college accepted you for a reason! There will always be someone…

Office Hours Recap 8/05/2022

By Harper Hunt | August 8, 2022 | 0 Comments
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…to discuss or learn about? I know Ben has expressed interest in running a writing workshop. A New Note: A key art of Office Hours is the chance to learn…

New Notes, New Signals, Same Markets

By Ben Hunt | April 12, 2023 | 0 Comments
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Dovish, which pushes the aggregate view forcefully to the bullish side of the ledger, offset partially by a continued Fundamentals-focus on the overall language of Wall Street. Article #1 –…

Men of God in the City of Man, Part 1: Virus

By Rusty Guinn | August 25, 2023 | 154 Comments
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particular widespread narrative virus. Where do we begin this nine-part journey? Join us on Monday, July 3rd for Part 2, where we will explore the carriers of this narrative virus….

The Economic Perception Model

By Kyla Scanlon | August 2, 2023 | 9 Comments
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…the views of Epsilon Theory or Second Foundation Partners, and should not be construed as advice to purchase or sell any security. “If you have to call it different names,…

How To Win At Story: Conan’s Hot Ones Masterclass

By Matt Zeigler | May 9, 2024 | 11 Comments
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…you don’t know where to start? Start small. Start simple. Start local. Start with the story you tell yourself. Continue with the story you tell just one other person. For…

When You Destroy the Tools of Creativity

By Kyla Scanlon | May 14, 2024 | 8 Comments
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…being the particular poet or the particular monk they are intended to be by God. They never become the man or the artist who is called for by all the…

American Hustle

By Ben Hunt | November 17, 2016 | 0 Comments
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…Are you kidding? Turk Malloy: Does it sound like I’m laughing, sweetheart? ― “Ocean’s 13” (2007) Sometimes when you fire up an earthquake machine, you get a real earthquake. There…

Welcome to the Jungle

By Ben Hunt | March 1, 2016 | 0 Comments
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…2016 Question: You supported Obama’s trade deal, the Trans-Pacific Partnership or TPP, dozens of times. You even called it the “gold standard.” Now, suddenly, last week, you’re against it. Clinton:…