Search Results: art of the deal

Breaking News #5: Voldemort 2024! The Biden/Trump Rematch No One Wants

By Harper Hunt | September 28, 2023 | 10 Comments
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…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…

Afghanistan and the Common Knowledge Game

By Ben Hunt | August 23, 2021 | 43 Comments
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…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…

Pricing Power (pt. 3) – Government Collaboration

By Ben Hunt | February 24, 2019 | 12 Comments
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…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…

A Tale of Two Cults

By Rusty Guinn | November 2, 2020 | 46 Comments
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…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…

What Do We Need To Be True?

By Rusty Guinn | April 6, 2021 | 44 Comments
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…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…

Invisible Threads: Matrix Edition

By Ben Hunt | September 9, 2020 | 9 Comments
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…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…

They’re Not Even Pretending Anymore

By Ben Hunt | February 27, 2019 | 5 Comments
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…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…

The Industrially Necessary Doctor Tedros

By Ben Hunt | February 16, 2020 | 11 Comments
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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…

Margin Call

By Rusty Guinn | March 16, 2020 | 7 Comments
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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…

Our Finest Hour

By Ben Hunt | April 2, 2020 | 15 Comments
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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)….

An Advantageous Contagion

By Rusty Guinn | July 14, 2020 | 17 Comments
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…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…

Why Publish Academic Research?

By Ben Hunt & Rusty Guinn | August 17, 2020 | 3 Comments
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…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….

Facebook Delenda Est

By Ben Hunt | August 20, 2020 | 45 Comments
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…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…

Portrait of a Very Serious Investor

By Demonetized | January 29, 2021 | 3 Comments
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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…

We Didn’t Say it WASN’T a Press Release

By Rusty Guinn | June 24, 2019 | 3 Comments
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…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…

The Projection Racket, Pt. 1

By Rusty Guinn | September 14, 2020 | 23 Comments
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…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…

The Last Chance

By Rusty Guinn | August 7, 2019 | 6 Comments
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…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…

The Dude Abides: China in the Golden Age of Central Bankers

By Ben Hunt | July 1, 2014 | 1 Comment
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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 -…

I’ve Got a Secret

By Ben Hunt | September 6, 2019 | 8 Comments
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…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…

To My Fellow Billionaires …

By Ben Hunt | October 15, 2019 | 8 Comments
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…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…