Epsilon Theory In Full

Epsilon Theory In Full


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.

More Probable Than Not

By Ben Hunt | May 11, 2015 | 0 Comments

The only thing that I ask from this group today and the American people is to judge me from this day forward. That’s all I…

The Talented Mr. Ripley

By Ben Hunt | April 27, 2015 | 0 Comments

The more I practice, the luckier I get. – Gary Player (b. 1935) Luck is the residue of design. – Branch Rickey (1881 – 1965) I’ve…

It’s Still Not About the Nail

By Ben Hunt | April 14, 2015 | 0 Comments

Reader reaction to the March 31 Epsilon Theory note, “It’s Not About the Nail”, was probably the strongest and most positive for any note to…

It’s Not About the Nail

By Ben Hunt | March 31, 2015 | 0 Comments

Do, or do not. There is no try.” – Yoda, “Star Wars: Episode V – The Empire Strikes Back” (1980) I see it all perfectly;…

Troy Will Burn – the Big Deal about Big Data

By Ben Hunt | March 16, 2015 | 0 Comments

For the life of me, I don’t understand the debate [over the NSA metadata program]. – Jeb Bush, February 18, 2015 The Central Intelligence Agency…

Epsilon Theory Mailbag: Bitcoin and Big Data

By Ben Hunt | March 9, 2015 | 0 Comments

One of the best parts of authoring Epsilon Theory is the correspondence I get from readers. For the past few months, however, I’ve been frustrated…

Why Take a Chance?

By Ben Hunt | February 24, 2015 | 0 Comments

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:…

The Effete Rebellion of Bitcoin

By Ben Hunt | February 17, 2015 | 0 Comments

In structure, Bitcoin is a bearer bond.

In meaning, Bitcoin is the cautious expression of a rebellious identity. 

Read more

First Known When Lost

By Ben Hunt | February 3, 2015 | 0 Comments

I never noticed it until ‘Twas gone – the narrow copse Where now the woodman lops The last of the willows with his bill –…

7 Quick Points on Europe

By Ben Hunt | January 26, 2015 | 0 Comments

#1) Here are the most relevant recent notes for an Epsilon Theory perspective on the underlying political and market risks in Europe: “The Red King”…

Ghost in the Machine, Part 1

By Ben Hunt | January 20, 2015 | 0 Comments

  The way out is through the door. Why is it that no one will use this method? ― Confucius (551 – 479 BC) Tanzan…

Catch – 22

By Ben Hunt | January 12, 2015 | 0 Comments

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…

The Clash of Civilizations

By Ben Hunt | December 29, 2014 | 0 Comments

Thomas Cole, “The Course of Empire: Destruction” (1836) In the emerging world of ethnic conflict and civilizational clash, Western belief in the universality of Western…

Now There’s Something You Don’t See Every Day, Chauncey

By Ben Hunt | December 16, 2014 | 0 Comments

Narrator: Well, today we find our heroes flying along smoothly… Rocket J. Squirrel: Flying along smoothly? Bullwinkle J. Moose: You’re just looking at the picture…

Narrative Uber Alles

By Ben Hunt | December 11, 2014 | 0 Comments

Yesterday the Wall Street Journal ran a front page story titled “OPEC Sees Less Demand for Its Oil in 2015”, as well as another article…

We Now Return to Our Regularly Scheduled Programming

By Ben Hunt | December 5, 2014 | 0 Comments

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…

Signs and Portents

By Ben Hunt | December 1, 2014 | 0 Comments

Young nanny: Look at me, Damien! It’s all for you.   [she jumps off a roof, hanging herself]  – “The Omen” (1976)   When one has…

The Unbearable Over-Determination of Oil

By Ben Hunt | November 24, 2014 | 0 Comments

Jett Rink: Everybody thought I had a duster. Y’all thought ol’ Spindletop Burke and Burnett was all the oil there was, didn’t ya? Well, I’m…

Mike Tyson: Master Game Theorist

By Ben Hunt | November 6, 2014 | 0 Comments

Everyone has a plan until they get hit in the mouth. – Mike Tyson My long-term strategy turned into a 12-hour strategy. – “Survivor” contestant…

Wherefore Art Thou, Marcus Welby?

By Ben Hunt | October 30, 2014 | 0 Comments

Seek not the favor of the multitude; it is seldom got by honest and lawful means. But seek the testimony of few; and number not…