Ben Hunt

Fantastic article!

This is a great read. Our supply chain problem isn’t a “bottleneck” at the ports. It’s the systemic collapse of an over-levered, financialized transport industry. Ports, warehouses, containers, trucking, rails … it’s all connected and it’s all fucked up.

Another amazing thread on a snowbound Saturday morning. Hard to believe this website is free.

The dopamine economy. Great thread.

How do we negotiate a peace in the culture war? Start with one question: why am I reading this now? Nice opinion piece in Houston Chronicle by ET Pack member @jlouispitcock!

Excellent thread. The “democratization” of Wall Street and the “empowerment” of the Little Guy ™️ thru Robinhood and the like is a total sham, a modern day Hunger Games.

Great NYT thread. This is a simplified version of what we do in our narrative research.

ET contributor (and all-around good guy) @donnelly_brent is offering a free series of trading lessons for non-experts on his substack. Today's lesson is about the interaction of narrative and price, and is a good read. Thanks, Brent!

Great thread! All I’d add is that in past we’ve seen Russian info opps primarily targeting US nat’lists (MAGA) and Indian nat’lists (BJP). Over past two weeks they had a big setback w/US efforts except for Christian-Q, so makes sense that RU info opps now focused on India.

Fact check: TRUE (excellent thread)

Amazing thread. Shows how intercepted comms + geolocation tech + UAVs have neutered armored assault columns. And so warfare returns to the old killer: artillery.

This is solid gold.