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Category: Adaptive Investing

Things That Go Bump In The Night

Everyone reading this note has, at one time or another, gotten scared about markets and decided to hedge their professional portfolio or personal acco…
Ben Hunt January 26, 2018
1 Comment

Post-Fed
Follow-Up

A quick post-Fed follow-up to “Tell My Horse”, the best-received Epsilon Theory note to date (thank you!). I’ll jump right into what I’ve got …
Ben Hunt June 22, 2017
0 Comments

Tell My Horse

So yeah, I’m overweight and I need to get more sleep. I’m not happy about the market, and I’m anxious about living up to my obligations to my pa…
Ben Hunt June 12, 2017
0 Comments

Westworld

If political parties in Western democracies were stocks, we’d be talking today about the structural bear market that has gripped that sector. Show m…
Ben Hunt May 11, 2017
0 Comments

The Art of the Probe

We often write about Common Knowledge - the game of markets. It's time to talk about how to play it. So how can you be a better game-player? What are …
Ben Hunt December 8, 2016
0 Comments

You Had One Job

Every dog needs a job, and every investment does, too. No single dog can be all things to all people, and neither can a single investment. Nor can any…
Ben Hunt November 3, 2016
0 Comments

Anthem!

I want to be a patriot again. I want to be a fundamental investor again. It won’t ever be exactly like it was before, but that’s okay. A renewed f…
Ben Hunt October 14, 2016
0 Comments

Cat’s Cradle

“No wonder kids grow up crazy. A cat’s cradle is nothing but a bunch of X’s between somebody’s hands, and little kids look and look…

Ben Hunt June 21, 2016
0 Comments

Optical Illusion / Optical Truth

Portion of original dot map by Dr. John Snow, the founding father of epidemiology, showing the clusters of cholera cases in the London epidemic of…

Ben Hunt May 4, 2016
0 Comments

The Placebo Effect

BOTOX® is the only FDA-approved, preventive treatment that is injected by a doctor every 12 weeks for adults with Chronic Migraine (15 or more headache…

Ben Hunt April 20, 2016
3 Comments

My Passion is Puppetry

Campaign Company Launch Date “Flo” Progressive Insurance 2008 “Rhetorical Question” “Happier Than A … ” “Did You Know?” “It’s What You Do” GEICO 2009 2012…

Ben Hunt April 6, 2016
0 Comments

Hobson’s Choice

I'd like an omelet, plain, and a chicken salad sandwich on wheat toast, no mayonnaise, no butter, no lettuce, and a cup of coffee. Now all you have to…
Ben Hunt March 16, 2016
0 Comments

Snikt

As longtime Epsilon Theory readers know, I’m a big comic book fan. One of the joys of a comic done well is the effective representation…

Ben Hunt February 9, 2016
0 Comments

You Can Either Surf, or You Can Fight

Kilgore: Smell that? You smell that? Lance: What? Kilgore: Napalm, son.  Nothing else in the world smells like that. – Apocalypse Now (1979) Hello, hello, hello,…

Ben Hunt January 14, 2016
0 Comments

Storm Warning

Unfortunately for mariners, the total amount of wave energy in a storm does not rise linearly with wind speed, but to its fourth power. The…

Ben Hunt December 14, 2015
0 Comments

I Know It Was You, Fredo

Sen. Geary: Hey, Freddie, where did you find this place? Fredo Corleone: Johnny Ola told me about this place. He brought me here. I didn’t…

Ben Hunt December 8, 2015
0 Comments

Rounders

Mike McDermott: In “Confessions of a Winning Poker Player,” Jack King said, “Few players recall big pots they have won, strange as it seems, but…

Ben Hunt September 30, 2015
1 Comment

Season of the Glitch

When I look over my shoulder What do you think I see? Some other cat lookin’ over His shoulder at me. – Donovan, “Season of…

Ben Hunt September 3, 2015
0 Comments

When the Story Breaks

The Three Types of Fear: The Gross-out: the sight of a severed head tumbling down a flight of stairs. It’s when the lights go out…

Ben Hunt August 25, 2015
0 Comments

The New TVA

War is too important to be left to the generals. – Georges Clemenceau (1841 -1929) Competition has been shown to be useful up to a…

Ben Hunt July 23, 2015
0 Comments
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