All Epsilon Theory Content

Everything we have published at Epsilon Theory including our long-form content, a library of hundreds of pieces written by Ben, Rusty and others over the course of the last 5+ years. Plus, short-form pieces for those without the time (or attention span) for classic Epsilon Theory notes.

The Python and the Pig

By Ben Hunt | March 13, 2020 | 2 Comments

The NYC healthcare system – one of the finest in the world – is about to be slammed beyond anything they have ever seen. ER visits and patient testing is where it begins. It moves from there through the system, ending in ICU wards. The process is like a python swallowing a pig, except this isn’t a pig. It’s a whale.

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Tick-Tock

By Ben Hunt | March 12, 2020 | 15 Comments

For the first time our federal government is treating the fight against this virus like the war that it is.

Is it pathetic and sad and a corrupt betrayal of the public trust that it took this long? Absolutely.

But now here we go. And there is no country in the world that mobilizes for war more effectively than the United States.

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ET Live! – 3.10.2020

By Rusty Guinn | March 9, 2020 | Comments Off on ET Live! – 3.10.2020

Covid-19 is a fertile ground for narratives and missionaries of all kinds – from politicians to central banks, corporate leaders and financial media pundits. Join us as we discuss them.

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The Non-Linearity of Need

By Rusty Guinn | March 9, 2020 | 12 Comments

In a potential recession, need isn’t evenly distributed. In a pandemic, that’s even more true. The time to start helping is now.

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Don’t Test, Don’t Tell (10 Days Later)

By Ben Hunt | March 8, 2020 | 10 Comments

Originally published in Quillette, it’s the Epsilon Theory take on Don’t Test, Don’t Tell” – the single most incompetent, corrupt public health policy of my lifetime.

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The Elton/Hootie Line

By Rusty Guinn | March 4, 2020 | 33 Comments

In 1995 we crossed a line in music.

In 2009 we crossed that line in markets.

In 2016 we crossed that line in politics.

Music charted the way back. Let’s listen to its lesson.

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The Mozilo Market

By Ben Hunt | February 28, 2020 | 12 Comments

After a Countrywide earnings call in 2008, I trusted NO ONE in government or Wall Street to tell the truth about the mortgage crisis.

And that’s the way I feel about COVID-19 today.

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Don’t Test, Don’t Tell

By Ben Hunt | February 27, 2020 | 25 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 | 9 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 | 7 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 | 20 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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