Search Results: art of the deal
This is our feature of the 10 (or so) most on-Narrative (i.e. interconnected, highly similar) stories in financial media. It’s not a list of best articles, or articles we think…
…investors start seriously talking about opportunistic positions in speculative investments like diversified 1-2% crypto footholds. You know it when PE shops start pitching – and asset owners start subscribing to…
…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 sort of chord that has been struck in Narrative-world. Treasury Swings Jump Like It’s 2016 [Bloomberg] So … we…
…of ALL financial narrative topics over time. It’s a measure of how central the Inflation-relevant articles or Trade & Tariff-relevant articles are to ALL financial media articles over time. We…
…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…
…Key Articles White House, congressional leaders push for two-year budget deal [Washington Post] What Marco Rubio gets right – and wrong – about the decline of American investment [Washington Post]…
…participate in the ritual of collective surveillance. If tells you that you aren’t a functioning, right-thinking member of society if you don’t do your part to aid the herd immunity…
attached to stories about MMT, Green New deal and social safety net expansions has fallen away with the fading popularity of those articles. We accordingly think that investment theses based…
…lot more for market impact than the FACT of balance sheet expansion. But that doesn’t mean that Powell’s announcement yesterday is no big deal. It’s a huge deal. I think…
…In-Itself. In other words, the prior day’s price becomes the thing that matters, completely independent of whatever information was being considered by the participants who participated in the prior day’s…
…monetary policy programs being implemented will impact generations of Americans. The new New Deal won’t look like the old new deal. In fact, many may not immediately notice the ultimate…
…individual American. Start with their political rights. Start with the citizens themselves. This is how a legitimate government acts in both words and deeds. The government’s job – its ONE…
one Twitter narrative, which is emblematic of what’s afoot in the world of retail day trading. This particular Twitter handle seems quite smart and capable. Her Twitter persona is ingenious…
…on Tape through iTunes and Spotify. Here’s our first release of the ET canon, the 2018 four-part series Things Fall Apart. Things Fall Apart What does it mean to have…
From the ET Forum … They made a deal! IATSE was able to reach an agreement with studios and networks just 24 hours before the strike would have gone into…
…missed. I mean they bombed. Pro forma revenue came in at $365 million for the quarter, down quarter-over-quarter. Estimates were $437 million. They’re guiding Q4 revenue to “no greater than…
Recent major media stories that feel to us like they’re part of a larger Narrative campaign. Kids-for-cash judges ordered to pay more than $200M apnews.com B1G deal: Big Ten lands…
Recent major media stories that feel to us like they’re part of a larger Narrative campaign. Elon Musk has taken control of Twitter and fired its top executives | CNN…
Recent major media stories that feel to us like they’re part of a larger Narrative campaign. Elon Musk has taken control of Twitter and fired its top executives | CNN…
…it was performing pretty well. Part of the reason they were happy is because it was the only game in town. Part of the reason they were happy is because…