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Category: Monetary Policy

Gradually and Then Suddenly

The question isn’t whether the barge of monetary policy has turned around and embarked on a tightening course — it has — the question is how fas…
Ben Hunt July 18, 2017
0 Comments

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

Essence of Decision

Here’s the thing. The Fed is now revealing its one True Love — its own reputation and its own political standing — and that’s going to be a bo…
Ben Hunt September 16, 2016
0 Comments

Magical Thinking

The problem with magical thinking run amok and its perpetuation of a fantasy world is that sooner or later the dream of the delusional king becomes a …
Ben Hunt September 1, 2016
4 Comments

Crisis Actors and a Reichstag Fire

Man in Bar: Tomorrow, I’m gonna be a hero. Gideon: I’m sorry?  Man in Bar: You may just be a patsy, but you’re an important…

Ben Hunt July 26, 2016
0 Comments

When Narratives Go Bad

How many things served us yesterday as articles of faith, which today are fables for us? – Michel de Montaigne, The Complete Essays (1580) That…

Ben Hunt July 7, 2016
0 Comments

Waiting for Humpty Dumpty

Humpty Dumpty sat on a wall, Humpty Dumpty had a great fall. All the king’s horses and all the king’s men Couldn’t put Humpty together…

Ben Hunt June 24, 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

Who’s Being Naïve, Kay?

The Mysterious Stranger is a liar, to be sure, but he's a proper villain, as the Brits would say, and he’s quite upfront about his goals and his use…
Ben Hunt May 24, 2016
1 Comment

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

Welcome to the Jungle

Zero-sum, Elliot. You’re playing a game you already lost. You know I’m right. – “Mr. Robot” (2015) You can have anything you want  But you…

Ben Hunt March 1, 2016
0 Comments

The Silver Age of the Central Banker

We all sing along But the notes are wrong – Matt & Kim, “Get It” (2015) The strong do what they will, and the weak…

Ben Hunt February 19, 2016
0 Comments

Rewardless Risk

Faramir: Then farewell! But if I should return, think better of me. Denethor: That depends on the manner of your return. – J.R.R. Tolkien “The…

Ben Hunt February 1, 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

“Suddenly, Last Summer”

A quick Epsilon Theory email and a quick announcement. Announcement first. I’ll be giving a 1-hour webcast on Risk Premia strategies next Tuesday, August 4th,…

Ben Hunt July 29, 2015
0 Comments

Why Take a Chance?

Vinny Forlano: He won’t talk. Stone is a good kid. Stand-up guy, just like his old man. That’s the way I see it. Vincent Borelli:…

Ben Hunt February 24, 2015
0 Comments

Catch – 22

Four times during the first six days they were assembled and briefed and then sent back. Once, they took off and were flying in formation…

Ben Hunt January 12, 2015
0 Comments

We Now Return to Our Regularly Scheduled Programming

Hilsenrath Analysis: Friday’s Jobs Report Assures Global Central Banks Going in Two Directions ― Wall Street Journal, December 5th, 9:59a ET Earlier today I tweeted that “I…

Ben Hunt December 5, 2014
0 Comments
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