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The Zeitgeist

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Every day, Epsilon Theory runs the world's financial news through natural language processing-based cluster analysis to identify the most on-narrative stories. We scan for those with the most similarity to all other stories as well as those with the most interconnectivity to multiple different key topics.

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ET Zeitgeist: Raccoons Never Sleep

By Ben Hunt | May 28, 2021 | 5 Comments

Lemonade (LMND) isn’t just an insurance company. No, no … they’re an AI Company! ™.

Plus Chamath is up to his old tricks.

I hate raccoons.

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Inflation as Ad Campaign

By Ben Hunt | May 24, 2021 | 0 Comments

An ET Pack member sent me this. Anyone else come across ads that directly call out inflation expectations? Would love to collect more screenshots like…

Many People Are Saying … Bitcoin is Art

By Ben Hunt | May 24, 2021 | 0 Comments

The Bitcoin Is Art thesis that I put out back in 2015 (The Effete Rebellion of Bitcoin) and recently put forward again (In Praise of…

Why Am I Reading This Now?

By Ben Hunt | May 24, 2021 | 1 Comment

Pack member Rob H. brought this up at last week’s Office Hours, and it deserves its own thread (as well as some attention from the…

Homeschooling Resources on ET Forum?

By Ben Hunt | May 24, 2021 | 0 Comments

I think a homeschooling VMPT is a natural for the ET Forum! On last week’s Office Hours conversation, ET Pack member Dan W. brought this…

ET Zeitgeist: With Enemies Like This

By Ben Hunt | May 21, 2021 | 9 Comments

This has been a bad week for Bitcoin and Bitcoin! TM alike. There’s no getting around that.

But whenever Paul Krugman and the Wall Street Journal agree on something … I want to be on the other side of that trade!

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ET Zeitgeist: Ransom Paid

By Ben Hunt | May 14, 2021 | 5 Comments

The Colonial Pipeline embarrassment will accelerate the US gov’t’s efforts to control and co-opt crypto.

Binance, Kraken, BitMEX … they’re all squarely in the wrathful gaze of the Eye of Sauron now.

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ET Zeitgeist: Now Hiring

By Ben Hunt | May 7, 2021 | 9 Comments

Our weekly digest on what we’re working on …

Including this article from the WSJ: Millions Are Unemployed. Why Can’t Companies Find Workers?

I dunno, if only there were some mechanism by which companies could entice people to work for them. Weird.

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The Zeitgeist – April 30, 2021

By Ben Hunt | April 30, 2021 | 3 Comments

Here’s what we’re reading and working on this week at Epsilon Theory.

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The Zeitgeist – April 19, 2021

By Ben Hunt | April 19, 2021 | 6 Comments

Here’s what we’re reading and working on this week at Epsilon Theory.

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Hot and Cold

By Rusty Guinn | March 23, 2021 | 26 Comments

Most of us are under the impression that a protracted conflict within China will increase national unity. Not this time.

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A Change in the Water

By Ben Hunt | March 3, 2021 | 3 Comments

Increasingly, the common knowledge of our investment world – what everyone knows that everyone knows – is that inflation is a problem and you should be focused on it.

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Danish Food-Safety Expertise for the Win

By Ben Hunt | February 10, 2021 | 23 Comments

WHO leadership continues to be necessary 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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Hammers and Nails

By Rusty Guinn | February 8, 2021 | 16 Comments

When we talk about bias, we usually think about a political bias. But the world of 2021 now supports persistent idiosyncratic biases and frames through which information is passed. How do we ensure that our information consumption habits account for this?

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For Leon Black is an Honorable Man

By Ben Hunt | January 26, 2021 | 9 Comments

O judgment! thou art fled to brutish beasts,
And men have lost their reason. Bear with me;
My heart is in the coffin there with the American dream that once was,
And I must pause till it come back to me.

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A Different Game

By Rusty Guinn | January 21, 2021 | 5 Comments

The light research poured into sentiment analysis misses one rather important fact: that’s the game we used to play. Today’s Fiat News is a different game altogether.

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“Suicide Bomber” vs suicide bomber

By Ben Hunt | December 29, 2020 | 19 Comments

On Christmas Day, Nashville was attacked by a suicide bomber terrorist. But not by a “Suicide Bomber”. Not by a “Terrorist”.

Why not? Because his terrorist goals didn’t fit neatly into a useful political narrative like “Antifa!” or “Proud Boys!”

Here’s what this looks like in the Narrative Machine.

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Russian Nesting Deals

By Rusty Guinn | December 3, 2020 | 4 Comments

Sometimes complicated is complicated because it has to be. But this nesting doll of a SPAC deal with Dyal (Neuberger Berman) IS weird and worthy of more than usual scrutiny, especially if you are an LP in one of these funds.

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Ten Times Faster Than The Sun’s Beams

By Ben Hunt | November 25, 2020 | 10 Comments

The Wall Street narrative machine is in overdrive to create a “Yay, Value!” rally here at year-end.

Like any effective advertising campaign, it will work. I’m not saying this rally isn’t real.

I’m saying that you should reconsider what “real” means.

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You Can’t Handle The Lie

By Rusty Guinn | November 6, 2020 | 35 Comments

Any news outlet that won’t let you see a lie does not work for you.

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