Search Results: art of the deal
…money was invented as a solution to a problem in the system of barter. They presumed that before money, people would simply swap goods and services. But barter presented a…
…guest contributors, Marc’s post may not represent the views of Epsilon Theory or Second Foundation Partners, and should not be construed as advice to purchase or sell any security. When…
I’ll start with the conclusion: Our directional equity Narrative signals have switched from bullish to bearish, and our equity trend narrative signals now point to a 0% allocation to directional…
Recent major media stories that feel to us like they’re part of a larger Narrative campaign. Twitter Would Elevate Elon Musk to New Media Mogul Status www.bloomberg.com Global Military Spending…
euro-area gov’t bond yields was the first chart I’d look at in the morning and the last chart I’d look at in the evening. Time to start doing that again….
Recent major media stories that feel to us like they’re part of a larger Narrative campaign. Justice Department to review police response to Uvalde school shooting www.cnn.com Russian oil: EU…
…anger. Anger at the deranged, violence-fantasist teenager who murdered children with a military-cartoonified rifle. Anger at the LARPing, violence-fantasist adults who dressed up as a police SWAT team with military-cartoonified…
Recent major media stories that feel to us like they’re part of a larger Narrative campaign. Senate negotiators announce a deal on guns, breaking logjam apnews.com 31 Patriot Front members…
Recent major media stories that feel to us like they’re part of a larger Narrative campaign. Uber broke laws, duped police and built secret lobbying operation, leak reveals www.theguardian.com What’s…
…can contact Brent at bdonnelly@ spectramarkets .com and on Twitter at @donnelly_brent. As with all of our guest contributors, Brent’s post may not represent the views of Epsilon Theory or Second Foundation Partners,…
…Party! TM? By which I mean, can a third political party make a meaningful difference in reducing the stranglehold that our two-party system of Big Politics has on our country?…
…Monetary Policy and Why Last Week Was a Big Deal. As promised in the webinar, here’s a PDF of that note, outside the paywall and free to distribute. And of…
…highlighting Sam Bankman-Fried’s central role. https://www.epsilontheory.com/the-macguffin-part-1/ And then we chronicled the FTX collapse and the design of Bankman-Fried’s fraud better than anyone. https://www.epsilontheory.com/the-macguffin-part-2-the-story-arc-of-sbf-and-ftx/ Sam Bankman-Fried’s con was old Wall Street…
…Adequate Liquidity by striking a sweetheart deal with UC Regents. It’s too early to tell, of course, whether Blackstone will be successful in maintaining the narrative that all is well…
…to play out? Ben’s heard all the 07/08 comparisons, but he told us that, “in my heart of hearts I actually think all those deposits are going to be fine….
Recent major media stories that feel to us like they’re part of a larger Narrative campaign. UBS to buy Credit Suisse for nearly $3.25B to calm turmoil apnews.com Trump says…
…Theory or Second Foundation Partners, and should not be construed as advice to purchase or sell any security. With the passing of Doyle Brunson, it’s a good day to compare…
Download a PDF of Men of God in the City of Man, Part 7: Mutation (paid subscribers only) Men of God in the City of Man is a nine-part essay series…
…for skill because a) Buffett had shown skill over many decades already and b) he has access to cheap financing, sweetheart deals, and the best information in the business. If…
…an important principle in the martial arts which means to maintain psychological and physiological alertness at all times, even after achieving victory in combat or a match. It entails remaining…