Ben Hunt highlighted AI and narratives in a planned Stocktoberfest talk, alongside a warning about leveraged financial institutions borrowing short and lending long. 1112 He also noted new cycle highs in 10-year and 30-year yields. 13 His other posts expressed anger at football officiating, criticism of US bombing policy, and condemnation of political messaging and conduct. 3578
From the window to Oct 13, 05:30 ET — this window's take is still to be written.
On the record
last 90 days · 4 positionsLatest positions
- BHBen HuntRisk rising sharply on Annuity reinsurers Annuity reinsurers are breaking statutory regulations as rates and surrenders rise, and their private equity owners refuse to inject capital, forcing them into rehabilitation. “Annuity reinsurers break statutory regs as rates and surrenders go up so quickly, forced into rehabilitation” Open the post Annuity reinsurers break statutory regs as rates… · 30 Sept
- BHBen HuntRisk rising sharply on private equity Private equity and alternative asset manager owners of annuity reinsurers are refusing to inject new capital, leaving the insurers to fail. “their private equity and ‘alternative asset manager’ owners refuse to inject new capital” Open the post Annuity reinsurers break statutory regs as rates… · 30 Sept
- BHBen HuntBearish on the market Hunt thinks the market is complacent and ignoring danger, implying downside risk. “There are times when I feel like the market is whistling past the graveyard and this is one of those times.” Open the post There are times when I feel like the market is w… · 15 Sept
- BHBen HuntFor on operations In a crisis, operations should hit the bid rather than defer to a fair pricing model. “You hit the fucking bid. You don’t refer to your “fair pricing model”. You hit the fucking bid.” Open the post This is why academics should never run the Fed o… · 10 Sept
Their output
16 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
Nobody in this window.
What they talk about
- AI 3 items
- YouTube, LLC 1 item
- Marc Benioff 1 item
- Peter Girnus 1 item
- CLARITY Act 1 item
- Kim Jong Un 1 item
- US bombing 1 item
- Gary Danielson 1 item
See what your own voices say about Ben Hunt, every morning.
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