All Epsilon Theory Content

The soul of Epsilon Theory is our long-form content, a library of hundreds of pieces written by Ben, Rusty and others over the course of the last 5+ years. These are the print-and-take-home-for the weekend notes that made Epsilon Theory what it is today.

Don’t Test, Don’t Tell

By Ben Hunt | February 27, 2020 | 12 Comments

The CDC’s Don’t Test, Don’t Tell policy came crashing down last night. So did Trump’s “buh, buh the flu” and “Yay, Containment!” narratives.

Now let’s get to work preparing for the fight to come.

Not in panic. Not in fear. But with resolve, sacrifice and righteous anger for those who would use us instrumentally for their own political ends.

Clear eyes. Full hearts. Can’t lose.

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Join Us. No, Really.

By Rusty Guinn | February 25, 2020 | Comments Off on Join Us. No, Really.

Second Foundation Partners is looking for a new member of the team to help us spearhead the development of technologies for narrative analysis.

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The Fall of Wuhan

By Ben Hunt | February 24, 2020 | 14 Comments

Containment has failed.

And so now we must fight.

That means doing everything possible to bolster our healthcare systems BEFORE the need overwhelms the capacity.

That means calling out our leaders for their corrupt political responses to date, and forcing them through our outcry to adopt an effective virus-fighting policy for OUR benefit, not theirs.

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Kitchen Sink It

By Rusty Guinn | February 20, 2020 | 6 Comments

To receive a free full-text email of The Zeitgeist whenever we publish to the website, please sign up here. You’ll get two or three of these emails every week, and your email will not be shared with anyone. Ever. I have been under withering (if modestly deserved) friendly fire recently for posing a riddle and sitting on the …

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Thanksgiving

By Rusty Guinn | February 19, 2020 | Comments Off on Thanksgiving

A moment to say thanks and accept responsibility.

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ET Live! – 2.18.2020

By Rusty Guinn | February 18, 2020 | Comments Off on ET Live! – 2.18.2020

This ET Live! is all about Coronavirus, except it’s not – it’s all about how institutions who solve for narrative outcomes invariably create bad results in the Real World.

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Love in the Time of COVID-19

By Ben Hunt | February 17, 2020 | 6 Comments

Within a few months, the reality of COVID-19 will overtake the propaganda of the CCP and their toadies at the World Health Organization, as real-world companies begin making real-world economic decisions to maintain their enterprises in the face of a real-world threat.

Those decisions will be led by sports franchises.

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The Industrially Necessary Doctor Tedros

By Ben Hunt | February 16, 2020 | 10 Comments

To date, WHO leadership has simply been part of the Chinese narrative machine.

It’s more than a disgrace. It’s more than a humiliation of the people who do good and important work through WHO.

It’s a betrayal of the entire world.

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Options

By Rusty Guinn | February 12, 2020 | 18 Comments

Our social institutions require of us many songs. One of those songs is about the roots of poverty in immorality. If we’re going to stop singing their songs, this may be a good place to start.

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Body Count

By Ben Hunt | February 10, 2020 | 24 Comments

China is fighting nCov2019 exactly like the US fought North Vietnam … with policy driven more by narrative control than by what’s best to win the war.

That was a disastrous strategic mistake for the US then, and it’s a disastrous strategic mistake for China today.

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We Hanged Our Harps Upon the Willows

By Rusty Guinn | February 10, 2020 | 4 Comments

Because the danger of powerful memes, cartoons and narratives is not that they demand our acquiesence. It is that they demand our participation.

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The Promised Land!

By Ben Hunt | February 5, 2020 | 9 Comments

Every once in a while, narrative-world gives you a gift that just keeps on giving. So it is with outgoing CEO Ginni Rometty’s regime of despair at IBM.

Today my focus is on the IBM-sponsored hagiography that is springing up like slime molds on the underside of rotting swamp cabbages.

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The Inevitable Afterbirth

By Rusty Guinn | February 4, 2020 | 9 Comments

Two weeks ago we were being told about the coronavirus outbreak. This week we are being told how we should think about it. Right or wrong, it is important to have clear eyes about this kind of fiat news.

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Notes from the Diamond #9: How About Never

By David Salem | February 3, 2020 | 4 Comments

Axioms to live by in baseball and in investing!

1) Outsiders to an organization can never know in real time what goes on inside it.

2) Human labors can never be gauged fully and dispositively in real time.

3) Chains are never stronger than their weakest links.

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Once You Buy a Prize, It’s Yours to Keep!

By Ben Hunt | January 31, 2020 | 4 Comments

Outgoing IBM CEO Ginni Rometty has filed 167 SEC Form 4s detailing her stock transactions in the company.

So I downloaded and compiled all of them to see how much money she has sucked out of IBM, just like I did for outgoing Boeing CEO Dennis Muilenburg.

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Stuck in the Middle With You

By Ben Hunt | January 30, 2020 | 5 Comments

There is a median narrative theorem that can serve as a central pillar of a NEW approach to social choice theory, an approach less pedantic in its assumptions about human nature and less naive in its assumptions about modes of social power.

The median narrative theorem generates powerful predictive hypotheses about elections, hypotheses that predicted Trump’s Republican primary victory in 2016 and – if current data holds – predicts Sanders’ Democratic primary victory in 2020.

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You Had One Job

By Ben Hunt | January 26, 2020 | 19 Comments

Forget about impeachment and its partisan Kabuki theater. It’s a joke.

If there’s some rich dude who bought his way onto that Wuhan evacuation flight, and you know there is … if this Administration is forsaking its ONE JOB to protect American citizens, and you know they are …

THAT’S what brings down this government.

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A New Road to Serfdom

By Rusty Guinn | January 24, 2020 | 27 Comments

There are many roads to serfdom, and they have all become faster and more perilous. We are walking down one of them now.

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Pleased to Meet You, Hope You Guess My Name

By Ben Hunt | January 22, 2020 | 10 Comments

It’s the one thing that Donald Trump and Rachel Maddow can agree on … “who the hell cares about the budget?”

If you don’t see that every government in the developed world is about to embark on a massive deficit spending spree, with modern-day ziggurats constructed in every burg and hamlet … you’re just not paying attention.

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ET Live! – 1.21.2020

By Rusty Guinn | January 21, 2020 | Comments Off on ET Live! – 1.21.2020