Quantum Supremacy, Correlating Unemployment, and Buddhists with Attitude (by Silly Rabbit)
What web searches correlate to unemployment, verbal and nonverbal behaviors, and methodologies with a fragility problem.
Category: Narrative
Complex Systems, Multiscale Information and Strange Loops (by Silly Rabbit)
Complex systems, machine learning software creating machine learning software, one-shot imitation and the power of the platform.
She Screams, He Kidnaps (by Silly Rabbit)
Proximity of verbs to gender, wiki-memory, fool me once (and twice), and a veritable zoo of machine learning techniques.
And They Did Live by Watchfires: Things that Don’t Matter #4
For the bored (read: profitable) investor, the bias to action is a constant threat. As we become more passive in our strategies, the moral license to …
Mo’ Compute Mo’ Problems (by Silly Rabbit)
On hard problems, lazy XKCD references, the myth of superhuman AI, and valley grammar.
Future Flash Crashes, Digital Darwinism & the Resurgence of Hardware (by Silly Rabbit)
My view is that we are heading into a far more ‘interesting’ era of flash crashes of confused, or deliberately misled, algorithms.
Alibaba’s AI, JP Morgan’s Risky Language & the Nurture of Reality (by Silly Rabbit)
Starcraft mastery from AI, risky language, and the map of physics. Also Zen vs. Tantra, because why not?
Break the Wheel: Things that Don’t Matter #3
Almost as much as we love stock discussions, we love talking about our favorite fund managers. These discussions are unfortunately almost always a com…
AI Hedge Funds, Corporate Inequality & Microdosing LSD (by Silly Rabbit)
On DARPA explainer videos, Burning Man invocations, and the impact of bad weather and high taxes on AI talent pools.
What a Good-Looking Question: Things that Don’t Matter #2
We meet with our fund managers and financial advisers with a goal in mind. But we always end up talking stocks. If you insist on buying the tank, they…
Salient and Other Just-So Origin Stories (by Jeremy Radcliffe)
An introduction to Jeremy Radcliffe, the Rabbit Hole and why it seems like the best asset management executives would be far happier as general manage…
The Rabbit Hole: The War on Bad Science (by Jeremy Radcliffe)
If questioning everything you ever thought you knew about science sends you into a downward spiral of crippling anxiety, this may not be the Rabbit Ho…
I Am Spartacus: Things that Don’t Matter #1
Oh, we all use index funds. ETFs. We all avoid the evils of acting trading, sure. But in the end, we are all active managers, friends. Yes, you, too.
A Man Must Have a Code
Part 1 of the Things that Matter / Things that Don't series. Having a World View means having a center - a core set of philosophies about how the worl…
Fiat Money, Fiat News
In which Ben introduces the concept of fiat news, which is to “real news” what fiat currencies like dollars and euros and yen are to “real money…
American Hustle
There are three questions I’d like to answer in this Epsilon Theory note: what did the Narrative Machine tell us about the market immediately before…
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…
The Narrative Machine
"So, in the interests of survival, they trained themselves to be agreeing machines instead of thinking machines. All their minds had to do was to disc…
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…
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…