ET Pro China Monitor

Welcome to the Jungle

By Ben Hunt | March 1, 2016 | 0 Comments

Zero-sum, Elliot. You’re playing a game you already lost. You know I’m right. – “Mr. Robot” (2015) You can have anything you want  But you…

The Silver Age of the Central Banker

By Ben Hunt | February 19, 2016 | 0 Comments

We all sing along But the notes are wrong – Matt & Kim, “Get It” (2015) The strong do what they will, and the weak…

Snikt

By Ben Hunt | February 9, 2016 | 0 Comments

As longtime Epsilon Theory readers know, I’m a big comic book fan. One of the joys of a comic done well is the effective representation…

Rewardless Risk

By Ben Hunt | February 1, 2016 | 0 Comments

Faramir: Then farewell! But if I should return, think better of me. Denethor: That depends on the manner of your return. – J.R.R. Tolkien “The…

You Can Either Surf, or You Can Fight

By Ben Hunt | January 14, 2016 | 0 Comments

Kilgore: Smell that? You smell that? Lance: What? Kilgore: Napalm, son.  Nothing else in the world smells like that. – Apocalypse Now (1979) Hello, hello, hello,…

The China Narrative That Really Matters

By Ben Hunt | January 7, 2016 | 0 Comments

I’m a China bull, let’s get that out of the way first. But like anything connected with the global industrial and commodity complex today, from…

Epsilon Theory State of the Union

By Ben Hunt | December 30, 2015 | 0 Comments

For the last six months I’ve been trying to figure out how to incorporate reader correspondence into Epsilon Theory. We’ve reached a point of both…

Storm Warning

By Ben Hunt | December 14, 2015 | 0 Comments

Unfortunately for mariners, the total amount of wave energy in a storm does not rise linearly with wind speed, but to its fourth power. The…

I Know It Was You, Fredo

By Ben Hunt | December 8, 2015 | 0 Comments

Sen. Geary: Hey, Freddie, where did you find this place? Fredo Corleone: Johnny Ola told me about this place. He brought me here. I didn’t…

Two Discoveries

By Ben Hunt | November 19, 2015 | 0 Comments

The world made two discoveries last week. Everyone is aware of the first discovery – that ISIS is not “a junior varsity team” but an…