Rusty Guinn

Author Archive

  • Apr 28, 2021
    When we talk about and plan for inflation in our businesses and portfolios, we are usually focused on direction and magnitude. We also usually abstract away from price volatility. We...
  • Apr 7, 2021
    Modeling common knowledge by analyzing missionary statements and their reverberations works. Except when it doesn't. Understanding changes in the big, zeitgeist-defining narratives,...
  • Mar 24, 2021
    Most of us are under the impression that a protracted conflict within China will increase national unity. Not this time.
  • Feb 9, 2021
    We humans are not very good at thinking about non-linearity.