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Michael Cohen’s Flip Is a Big Narrative Deal

By Ben Hunt | August 21, 2018 | Comments Off on Michael Cohen’s Flip Is a Big Narrative Deal
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Clinton in major media outlets. Trump got significantly more positive coverage than Clinton in major media outlets. Trump suffered from no infectious Meme like Clinton suffered from Emails! in major media outlets….

The Next Slide

By Ben Hunt | August 23, 2018 | 0 Comments
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wondrous world of drones and blockchain and Elon Musk just as far as the eye can see. The audience was rapt, especially anyone under 40, because the Futurist Gospel –…

What Is Wrong With You?

By Ben Hunt | September 3, 2018 | 0 Comments
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and more of us to extremist positions. I wrote about the centripetal force created by our Widening Gyre of politics, because that’s what a spinning thing creates – centripetal force….

Controlling Your Cartoon: Nike and the Art of the Meme

By Ben Hunt | September 10, 2018 | 0 Comments
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centrist politician and no stable centrist policy in a polarized society, so is there no winning centrist commercial identity and no stable centrist marketing policy in a polarized market. I’ve…

Hunt's Law: An Experiment

By Ben Hunt | September 14, 2018 | 0 Comments
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argues that the polarizing Nike/Kaepernick ad is a smart business move in an already polarized society. In exactly the same way that centrist political candidates lose to more extremist candidates…

Surprisingly Geometric

By Rusty Guinn | October 7, 2018 | 0 Comments
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“climbing a wall of worry.” It’s an expression which describes how investors create artificial hurdles to pretend that they are performing critical analysis, but then construct ever more ridiculous extrapolations…

Mailbag: Deadly. Holy. Rough. Immediate.

By Rusty Guinn | October 8, 2018 | 0 Comments
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ends up looking like a dog chasing its tail. The practitioner sees this, because he sees how much of a commodity’s price changes are directly driven by non-economic actors, substitutability,…

Punting and the Tyranny of Risk Memes

By Rusty Guinn | October 9, 2018 | 0 Comments
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back combination with a historical success rate of 94.7% converting 4th and 1 situations. As ESPN pointed out later that evening, that is a marginally higher success rate than the…

Complacency and Concern in Robo-Land

By Rusty Guinn | October 11, 2018 | 3 Comments
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with a big correction/crash/recession/depression out there and who really believes a computer program can replace the psychological support a good FA can provide to keep a client “from doing something…

Insert XS Pun Here

By Rusty Guinn | November 1, 2018 | 3 Comments
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positive. Somehow, our always with us class warriors, socialists and corporate scolds weren’t screaming about – and didn’t successfully create a dominating narrative about – how the “richest company in…

Kings Unwilling

By Rusty Guinn | November 2, 2018 | 3 Comments
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character Aragorn. Believing his audience to be too stupid to understand a world already in place, with characters, cultures and motives long-established, Peter Jackson undertakes to remake the character Aragorn…

Sin Boldly

By Rusty Guinn | December 16, 2018 | 4 Comments
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Texas Roadhouse location, where my two sons decided to regale the restaurant with their newest trick, which is to combine toilet humor silliness with catchy songs. Their choice for all…

The Prediction Polka

By Rusty Guinn | December 20, 2018 | 6 Comments
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fanciful version of the low-end gold jewelry purchase-gift-and-exchange-for-cash cycle. It is a process, much like the market prediction racket, in which no one actually wants the product, but in which…

Looking for Laffer-Likes

By Rusty Guinn | December 31, 2018 | 4 Comments
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become even richer…There is no grand conspiracy. There is just capitalism. Stephens-Davidowitz’s conclusion suggests that you are the gatekeeper to your own mind. You decide what comes in. You decide…

A Game of Them

By Rusty Guinn | January 4, 2019 | 9 Comments
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And when our cartoons about others so clearly reflect back on our own chances at success, it’s easy to see how A Game of Them becomes A Game of You….

All Along the Watchtower

By Rusty Guinn | February 6, 2019 | 3 Comments
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find more of them in any such piece, because many news organizations have allowed their so-called fact checking apparatuses to become melded with their editorial, commentary and analysis practices. And…

The Zeitgeist – 3.21.2019

By Ben Hunt | March 21, 2019 | 0 Comments
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on the Accumulator Client, aka the Nightmare Client whose over-spending and warped view of markets “typically cannot be corrected with advice and information”. Morningstar’s action plan? It is therefore your…

Neverland

By Rusty Guinn | April 16, 2019 | 5 Comments
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comparisons of the services, speculation about the impact of Disney’s streaming service on other vendors and discussions of content. Source: Quid, Epsilon Theory What are the most interconnected articles, which…

The Zeitgeist – 5.2.2019

By Ben Hunt | May 2, 2019 | 0 Comments
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throughout the lifecycle of creating and managing a private infrastructure allocation: Constructing a diversified portfolio Maintaining exposure Handling the ongoing operational burden Investing with discipline and flexibility Each of these obstacles introduces…

truth and Truth

By Rusty Guinn | June 7, 2019 | 4 Comments
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CONCERNING HUMAN TRAFFICKING AND STATE CONTRACTS AND THE LICENSING OF ESTHETICIANS, NAIL TECHNICIANS AND EYELASH TECHNICIANS. Yes, you read that correctly. The original bill had all of the usual trappings…