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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…

The Andromeda Strain

By Ben Hunt | November 12, 2015 | 2 Comments

Briefly stated, the Gell-Mann Amnesia effect is as follows. You open the newspaper to an article on some subject you know well. In Murray’s case,…

Funny How?

By Ben Hunt | October 28, 2015 | 0 Comments

Henry Hill: You’re a pistol, you’re really funny. You’re really funny. Tommy DeVito: What do you mean I’m funny? Henry Hill: It’s funny, you know.…

Rounders

By Ben Hunt | September 30, 2015 | 1 Comment

Mike McDermott: In “Confessions of a Winning Poker Player,” Jack King said, “Few players recall big pots they have won, strange as it seems, but…