Search Results: art of the deal
…also look at the political strategy used by incumbents and how they attempt to stave off upstart candidates by altering the system itself. Epsilon Theory · Breaking News #5: Voldemort…
…on what everyone knows that everyone knows. We’ve written about the Common Knowledge Game a lot in Epsilon Theory, starting in the original “Manifesto” and continuing with notes like “A Game…
…to protect your margins and maintain pricing power is to partner with the government to provide a politically useful service. I don’t mean an overt partnership. I don’t mean becoming…
…Amen Carl_Richards Interesting article, lots of ET words used. https://www.wsj.com/articles/charles-koch-says-his-partisanship-was-a-mistake-11605286893 Rusty Guinn Definitely interesting. I admire several things that the Kochs have done. I think Ben would have a bone…
…we need to be true. So what do we mean by the things we need to be true? Let us start from the anecdotal and specific, and then pull back…
…lot of smart guys (and even smarter machines) into the fray. And it can work for a long time, particularly so long as the majority of market participants and their…
…of the previous boom, start respecting money by charging less and working harder, you can start to have inflation, and the ‘improved’ qualities of the work force will help minimize…
pretty much next to nothing about the origins of the virus is part of the fiat news we are fed daily. Clear eyes, full heart, can’t get infected…I hope… cartoox…
one. The second kind treats a model of reality as if it were reality. Both cartoons are perilous in the face of uncertainty. The first, the measurement Cartoon, empowers actions…
that privacy is a human right. Maybe that is too idealistic. “How to Sew a Mask” was one of the most popular articles searched by Google this last week (https://www.nytimes.com/article/how-to-make-face-mask-coronavirus.html)….
…parts of this are your everyday. If you’re working construction in, say, Texas or other parts of the south, parts of this are your everyday. I used to think that…
…delighted to publish Rebalance Timing Luck: The Dumb (Timing) Luck of Smart Beta, by Corey Hoffstein, Nathan Faber and Steven Braun. We think this is an important paper. Here’s why….
…translated, Carthage must be destroyed. It wasn’t that Carthage posed an imminent threat to Rome. No, Rome had already defeated Carthage soundly in two wars, and Carthage was no longer…
Greg Storms On the other side of the world bad things happen to serious investors who fail to live up to the expectations of society. https://www.bloomberg.com/news/articles/2021-01-29/china-finance-official-executed-in-bribery-case james stewart A prize…
…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…
…and gives to existing concentrations of political, social or financial power. The “corruption” part is important, and the “institutionalized” part is important. We don’t mean garden-variety individual corruption, which will…
…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…
cartoox The first part of this is great ……the last part things didn’t seem to work out quite that way…..when i lived in Shanghai back in the years 2012 -…
…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…
…analyst reports about Salesforce “beating its earnings estimates” every quarter, you’d think that this chart above must be wrong. Why, Salesforce has lots of profits! Sure, it trades at a…