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Category: US Politics

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

Mailbag: Life in Trumpland

The best part about this job, other than being recognized in random bars by 50-year old financial advisors who are always good to buy me…

Ben Hunt March 6, 2017
0 Comments

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…
Ben Hunt November 17, 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

Virtue Signaling, or … Why Clinton is in Trouble

Don’t get me wrong. I’m thoroughly despondent about the calcification, mendacity, and venal corruption that I think four years of Clinton™ will …
Ben Hunt September 29, 2016
19 Comments
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