Search Results: art of the deal

Mo’ Compute Mo’ Problems (by Silly Rabbit)

By Ben Hunt | May 16, 2017 | 0 Comments
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machine-oriented populations, particularly in the investing world, is both a challenge and an opportunity as each sect is not fully utilizing the capabilities of the other. Good Bloomberg article from…

And They Did Live by Watchfires: Things that Don’t Matter #4

By Rusty Guinn | May 19, 2017 | 0 Comments
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…Morningstar published this chart of the ten largest ETFs and their average holding period. There’s all sorts of caveats to showing a chart like this — some of the causes…

Whom Fortune Favors: Things that Matter #1, Pt. 1

By Rusty Guinn | July 6, 2017 | 0 Comments
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…we need to start over on the question of the right amount of risk to take. For that, you’ll have to wait for Part 2. PDF Download (Paid Subscription Required):…

Notes From the Field

By Ben Hunt | July 7, 2017 | 1 Comment
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…why I put up with chickens and sheep, both of whom are just about the stupidest and most selfish animals on this green earth. And it’s why I’m particularly interested…

One Model to Learn Them All and AI Is/Isn’t Taking Over the World (by Silly Rabbit)

By Ben Hunt | July 14, 2017 | 0 Comments
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…in its achievements to date. In the taking-over-the-world corner, we have this canonical article titled “How AI is taking over the global economy in one chart.” The absolute comparisons of…

Algorithmic Complexes, Alpha Male Brains, and Winnie the Pooh (by Silly Rabbit)

By Ben Hunt | July 19, 2017 | 0 Comments
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…blacklisted by China’s online censors: “Social media ban for fictional bear follows comparisons with Xi Jinping.” Original FT article here (possibly pay-walled) and lower resolution derivative article (not pay-walled) by…

Data Access Battles, Creative Thinking & Full Script AI (by Silly Rabbit)

By Ben Hunt | August 15, 2017 | 0 Comments
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…develop models which are positive for near-term reward maximization but do not necessarily deal with longer-term consequence or long tail events, and so become very hard for human overseers to…

The Myth of Market In-Itself: Things That Matter #3, Pt. 1

By Rusty Guinn | September 28, 2017 | 0 Comments
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…at heart. Since we’ve decided it’s now acceptable to terminate employees for expressing wrongthink, I’ve started firing anyone who doesn’t see my copy of The Road to Serfdom and slam…

The Myth of Market In-Itself: Things That Matter #3, Pt. 2

By Rusty Guinn | November 9, 2017 | 0 Comments
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corpus of the out-of-the-money bid for any security or market, and like their counterparts in the Mean-Reversion Archetype we’ll read about shortly, that’s when they tend to participate in the…

Wall Street’s Merry Pranks: Things that Matter #4

By Rusty Guinn | December 12, 2017 | 0 Comments
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get hit, it’s your own fault! Lisa: OK, then I’m gonna start kicking air like this. <Closes eyes and starts kicking at random> And if any part of you should…

Good Job!

By Ben Hunt | March 1, 2018 | 0 Comments
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…simply this: Homey don’t play that game. Whee! I bet you’re a real hoot at cocktail parties, Ben. But can we come back to Planet Earth now? Yeah, sorry about…

This Is Why We Can’t Have Nice Things

By Ben Hunt | May 22, 2018 | 1 Comment
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…diagnose and difficult to treat once established. Once transferred via tick saliva, the wormlike burgdorferi bacteria quickly spread throughout the human host, particularly into joints, the heart and the brain….

Things Fall Apart (Part 1)

By Ben Hunt | August 8, 2018 | 10 Comments
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Download a PDF of Things Fall Apart (Part 1).Listen to an audio recording of Things Fall Apart (Part 1). Also available at: Things Fall Apart Part 1 Part 2 Part 3…

Mailbag: Wall of Worry

By Ben Hunt | August 28, 2018 | 0 Comments
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…style, it’s like trading in the family minivan for a motorcycle and telling your wife what a great deal you got and how this is really the perfect way to…

The Chinese Panoptistate

By Ben Hunt | September 25, 2018 | 0 Comments
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…but an exercise in the limiting of privacy. – Isaac Asimov, “Foundation’s Edge” Whatever games are played with us, we must play no games with ourselves, but deal in our…

A Game of You

By Ben Hunt | September 30, 2018 | 1 Comment
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…more for that.” I feel the same way about what I write, particularly on social media like Twitter. We’ve reached a new height (depth, really) of what I call “mirror…

The Power of ‘AND’, and the Walmartization of Advice

By Rusty Guinn | October 6, 2018 | 5 Comments
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…the Walmartization of Advice. I know that sounds bad, but that’s only because you don’t like Walmart as much as I do. I say it with equal parts admiration and…

The Italian Job

By Ben Hunt | October 8, 2018 | 0 Comments
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…In the meantime, Draghi will go forward with his ABS purchase scheme, a brilliant theory that will deliver frustratingly slim results quarter after quarter after quarter. Until the politics of…

O God, Make Me Humble

By Rusty Guinn | October 22, 2018 | 9 Comments
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…– History of the World, Part I (1981) There is only one prayer I know which God always answers: ‘O God, make me humble.’ When I was growing up in…

Things Fall Apart (Part 3)

By Ben Hunt | October 24, 2018 | 23 Comments
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Download a PDF of Things Fall Apart (Part 3) Listen to an audio recording of Things Fall Apart (Part 3) Also available at: Things Fall Apart Part 1 Part 2 Part 3…