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The Four Horsemen of the Great Ravine, Part 1

By Ben Hunt | 17 Comments

Every so often, things fall apart.

In the words of those who lived it, here are the vibes and the semantic signatures of the twentieth century’s most devastating social collapses.

From the meaning in their words, wisdom for our future emerges.

Why Am I Reading This Now? 01.13.24

Recent major media stories that feel to us like they’re part of a larger narrativ‌e campaign.



Why Am I Reading This Now? 01.06.24

Recent major media stories that feel to us like they’re part of a larger narrativ‌e campaign.



Why Am I Reading This Now? 12.30.24

Recent major media stories that feel to us like they’re part of a larger narrativ‌e campaign.



Why Am I Reading This Now? 12.23.24

Recent major media stories that feel to us like they’re part of a larger narrativ‌e campaign.



Why Am I Reading This Now? 12.16.24

Recent major media stories that feel to us like they’re part of a larger narrativ‌e campaign.



This is an exclusive subscriber-only preview of the first six chapters of Rusty Guinn’s upcoming book Outsourcing Consciousness: How Social Networks are Making Us Lose Our Minds. The book explores how evolution, polarization, and technology are slowly transforming humanity into a hive mind - and what we can and can't do about it.

The Long Now is everything we pull into the present from our future selves and our children. We are told that the economic stimulus and the political fear of the Long Now are costless, when in fact they cost us … everything.
Tick-tock.

Men of God in the City of Man is a nine part series about a Narrative virus that infected the charismatic and Pentecostal churches in the United States. It isn't a story about Christian Nationalism. It isn't a story about January 6th. It isn't a story about why people voted for Trump. It is a story about a story. It is a story about the language that created a self-sustaining movement defined by its unwavering belief in a fundamentally corrupt electoral system.

Amid the Widening Gyre of politics and the black hole of financial markets, the only anchor is us, together, walking with Clear Eyes and Full Hearts. Experience Ben's original 4-part series.

Recent Notes

The Zeitgeist | 2.13.2019

By Rusty Guinn | February 13, 2019

In the 8th or extra innings (what about the 9th?), allocations to alternatives, fixed income ETFs, offensive hacking and “markets up on trade deal hopes” (again).

The Zeitgeist | 2.12.2019

By Rusty Guinn | February 12, 2019

Maine cashes in, investors cash out, stocks get a lift from trade hopes (version 28), the Brexit pantomime and a shadow over strawberry fields.

In the News | Week of 2.11.2019

By Rusty Guinn | February 11, 2019

Soft drinks, REITs, midstream companies, CROs and video games round out the start to the second half of earnings season.

The Zeitgeist | 2.11.2019

By Rusty Guinn | February 11, 2019

Why VC loves fintech for some reason, populist messages, “optimism over trade talks” take 25, and more popullsm.

But We Need the Eggs

By Ben Hunt | February 10, 2019

We’re all passengers in the backseat of the State-driven car, and we all suspect that our drivers might be high-functioning lunatics, and we’re all terrified about what they might do next.

But we need the eggs.

Blast from the Past

By Rusty Guinn | February 9, 2019

What the rise and fall of baseball cards can and can’t tell us about bubbles and the turning of markets into utilities.

The Zeitgeist | 2.8.2019

By Rusty Guinn | February 8, 2019

Fawning Tesla press, coming storms, ESG and data, striking a balance between tasteful display of art collections and pay cuts at banks, and post-Yorkshire pudding walks.

The Zeitgeist | 2.7.2019

By Rusty Guinn | February 7, 2019

Today’s specials: Megadevelopments in Chicago, online grocery shopping, slowdowns at Apple, vagueness at Alphabet and Canadian weed.

Pricing Power (pt. 2) – Intellectual Property

By Ben Hunt | February 6, 2019

Your mother was a hamster and your father smelt of elderberries … the pricing power found in intellectual property. It’s not as easy as it looks.

The Zeitgeist | 2.6.2019

By Rusty Guinn | February 6, 2019

In today’s edition, it’s captain obvious takes on the ECB, is there anything active funds CAN do?, more Brexit and dead-cat bounces.

All Along the Watchtower

By Rusty Guinn | February 6, 2019

Trust in media is being debased from without and within. The Clear Eyed, Full-Hearted answer? Don’t pick and choose. Set yourself against both threats.

The Zeitgeist | 2.5.2019

By Rusty Guinn | February 5, 2019

In which we hear the term, ‘megadeal hunger’, contemplate a Larry Fink v. Ken Fisher celebrity steel cage match, and boggle at the unironic advocacy of regulation as the solution for lack of trust in blockchain applications.

The Zeitgeist | 2.4.2019

By Rusty Guinn | February 4, 2019

The near-term focus of financial markets coverage seems squarely on M&A in the U.S. Elsewhere, Lord Fink (!) roasts Corbyn and Australian housing has become a media obsession.

In the News | Week of 2.4.2019

By Rusty Guinn | February 4, 2019

In which we see a week full of insurance earnings, continued trade concerns, ‘warming to nuclear’ and a humble request to stop naming things “Exelon.”

Arbitrary Power

By Rusty Guinn | February 3, 2019

There is a paradox – only it isn’t really a paradox – in that to act boldly on and hold loosely to our beliefs requires us to design processes which are subject to an almost opposite standard.

The Zeitgeist | 2.1.2019

By Rusty Guinn | February 1, 2019

Amazon ‘buts’, all sorts of January 1987 comparisons, a grab bag of central banking and politics, and a notable omission from your Brexit Bunker.

Speak Now

By Rusty Guinn | February 1, 2019

We no longer have real discussions about critical civic issues in part because we’ve stopped calling things by their proper name. Our lack of nuance causes those conversations to degrade into predictable, exhausting patterns. Let’s figure this out before it’s too late.

The Zeitgeist | 1.31.2019

By Rusty Guinn | January 31, 2019

A big day for the Green New Deal, tax policy old and new, a solution for morale problems at Palantir and a solution for god only knows at Davos.

Uttin’ On the Itz!

By Ben Hunt | January 30, 2019

Watching Jay Powell’s press conference today, it hit me – THIS HAS ALL HAPPENED BEFORE.

Back in September, 2013 to be precise, when Ben Bernanke told us that QE was not going to roll off as expected, that “data dependent” meant “market dependent”, and the Fed was a prisoner of the White House and Wall Street.

You are here. Again.

The Zeitgeist | 1.30.2019

By Rusty Guinn | January 30, 2019

Today’s Zeitgeist has a bit of private markets, Boeing and Apple, conspiracies and tax avoidance.