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optical instruments these are focus fields of distance. With Narrative instruments, I think these are focus fields of time. There were two distinct market narratives that came into sharper focus…
equity markets have become increasingly disconnected from one another as each region focuses on and works through pricing the risk of a pronounced idiosyncratic ‘problem.’ In other words, each is…
simple: Each transaction makes per-share intrinsic value go up, while per-share book value goes down. That combination causes the book-value scorecard to become increasingly out of touch with economic reality….
China-driven credit/currency crisis, an Italy-driven Euro crisis – are both expensive to insure against because they are consensus worries (so there’s a high negative carry to put these positions on)…
ex-SAC disappointments, name recognition is one of the few things that can get you to the front of the line if you lack the other typical required characteristics. The reason…
topic with reasonably high cohesion in comparison to others we research. While comparisons across topics are difficult, both visualization-based and quantitative measures of cohesion for ESG/SRI are consistent from what…
market Narrative focused on central bank competition and lack of effectiveness is nonexistent. It is coming. When the market narrative shifts, there will be a corresponding shift in price correlations…
To get access to management at conferences and site trips. That’s it. So now that I can download a spreadsheet model for every company from FactSet or Bloomberg … now…
PDF Download (Paid Subscription Required): US Sector Strategies Presentation Deck…
Water” – about a company that has decidedly NOT outperformed all of its benchmarks, but has comped management and directors with billions regardless. That company is Texas Instruments (note attached)….
no one is noticing. This is the agency problem, a classic conundrum of economics, where shareholders’ agents – corporate management – find ways to enrich themselves at the expense of…
States that becomes more like China *politically* as well as economically. Smiley-face totalitarian flirtations on the political front, and old-fashioned stagflation on the economic front, all bearded by a stock…
in his press conf explanation – that America is a “center-right country” and that, to him and his fellow social conservatives, this will correct a left-leaning court that doesn’t reflect…
with an individual who is parroting dangerous CCP propaganda” amounts to “complicity” with the CCP. You can download a PDF copy of the letter here. The surface issue around these…
Cursed Knowledge is free for everyone to access. You can grab the mp3 file below, or you can subscribe at: Cursed Knowledge is our podcast that explores how narratives, for…
Cursed Knowledge is free for everyone to access. You can grab the mp3 file below, or you can subscribe at: Cursed Knowledge is our podcast that explores how narratives, for…
inflation is over, mission accomplished. Wall Street because they want a cheaper price of money and the White House because they want to win an election. It’s not a lie,…
because I believe the concept is such a key driver of crypto price action, and because it struck such a chord with folks last month. I hope you understand it…
College? Make, Protect, Teach Human Being in the Age of AI Parenting in the Age of AI Nostalgia in Artificial and Art-Official Intelligences AI Agents and Human Brilliance Curiosity as…
shattered and connected, where we are relentlessly encouraged to mistrust our fellow citizens IRL but to engage with complete strangers on social media. It’s an atomized and polarized existence, which…