Search Results: art of the deal

In the Trenches: Command and Control

By Peter Cecchini | March 12, 2019 | 11 Comments
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Like it or not, central banks are now the most influential, global financial market participants. Sovereign rates and risk are now only rarely a function of market forces. Central banks…

The Ants and the Grasshopper

By Demonetized | March 28, 2019 | 14 Comments
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…they work…no? Demonetized That’s certainly the ideal solution here! Particularly in the case of a single grasshopper. Actually, as far as metastability is concerned, in the fable’s base case involving…

When Meta-Analysis Goes Meta

By Rusty Guinn | September 9, 2019 | 4 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 Zeitgeist – April 30, 2021

By Ben Hunt | April 30, 2021 | 3 Comments
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…T. It’s also a great intro to the research side of Second Foundation Partners (our company name … like Alphabet is to Google, so is Second Foundation Partners to Epsilon…

The Red King

By Ben Hunt | July 14, 2014 | 2 Comments
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…the summer of 2012. Then the wake-up call was a series of national elections, particularly in Greece. Today it’s a restructuring of the European financial system, a process started in…

Innocent Monsters

By Rusty Guinn | October 28, 2018 | 14 Comments
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…feels like a quite a vanity. They woulda immolated every particle of the guy. So I guess martydom is not a particularly desirable answer either. Although the non-competitive nature of…

We’re Doing It Wrong

By Ben Hunt | December 4, 2018 | 6 Comments
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…the heart of the entire Things Fall Apart series of ET notes. This message – that there is no predictive algorithm for social systems – bears repeating over and over, because…

The Prediction Polka

By Rusty Guinn | December 20, 2018 | 6 Comments
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Source; South Park Studios It starts in late November with the early birds. But this week – the week before Christmas – is when it reaches a fever pitch. What…

Uttin’ On the Itz!

By Ben Hunt | January 30, 2019 | 7 Comments
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…Narrative starts to waver or shift? If and when gold starts to work. This is what gold means in the modern age … not a store of value or some…

Heads I Win, Tails You Lose

By Ben Hunt | March 3, 2019 | 12 Comments
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…Sure, political discretion was often the better part of monetary policy valor. But by and large, capital markets were ALLOWED to have chance play a large role in their outcomes….

The Grand Inquisition

By Demonetized | March 11, 2019 | 7 Comments
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…simple. During the Inquisition, Christ returns to Earth and begins performing miracles. Rather than welcoming him with open arms, the Grand Inquisitor immediately has Christ imprisoned, fully intending to have…

Gravity

By Rusty Guinn | April 11, 2019 | 3 Comments
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…in our politics and culture, and an interesting new framing of its psychological and behavioral causes. That novel framing comes from a new article in the journal published by the…

The Upside Down

By Ben Hunt | July 9, 2019 | 1 Comment
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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…

Mailbag: A Modern Vocational Curriculum

By Rusty Guinn | July 16, 2019 | 2 Comments
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…as part of their social education, they had to spend one month as Buddhist monks , and beg for food on the streets every day . Regardless of the fact…

The Donkey of Guizhou

By Ben Hunt | August 5, 2019 | 7 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…

When the Product is Free, You’re the Product

By Ben Hunt | October 2, 2019 | 3 Comments
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…in a broad-based price war that is crimping profitability across the financial sector. “There are certain parts of finance that have become commoditized,” said Devin Ryan, an analyst at JMP…

Fear Factor

By Ben Hunt | October 4, 2019 | 4 Comments
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…care, and energy sectors as progressive regulation hits bottom lines, the strategists said. Apax Partners Says Warren, Ocasio-Cortez Shouldn’t Target Firm  [Bloomberg] A spokesman for Apax Partners LLP says the private equity…

An Experiment

By Rusty Guinn | January 6, 2020 | 83 Comments
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…the Sp500 Tech sector? mwgjerde Seems like a totally artificial chart. Like China’s growth rate or 1980s GE profits that were amazingly consistent. Only China didn’t start growth in the…

The Elton/Hootie Line

By Rusty Guinn | March 4, 2020 | 39 Comments
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…minor trend among heavy metal, punk and the occasional rap artist went mainstream. It’s not his fault that Elton John topped the charts with a musical-inspired soundtrack album to The…

Shot, Chaser

By Ben Hunt | January 13, 2020 | 9 Comments
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…CEO Dennis Muilenburg left the company with stock options and other assets worth about $80 million, but did not receive severance as part of his departure from the embattled company,…