ET Pro Geopolitical Conflict Monitor

A Dogmatic Slumber

By Ben Hunt | December 1, 2013 | 0 Comments

FREEDOM IS SLAVERY IGNORANCE IS STRENGTH WAR IS PEACE. – George Orwell, “1984” SECRETS ARE LIES SHARING IS CARING PRIVACY IS THEFT. – Dave Eggers, “The Circle”…

The 18th Brumaire of Janet Yellen

By Ben Hunt | November 24, 2013 | 0 Comments

One of the more painful lessons in investing is that the prudent investor (or ‘value investor’ if you prefer) almost invariably must forego plenty of…

When E.F. Hutton Talks

By Ben Hunt | November 17, 2013 | 0 Comments

If you like your health plan, you can keep your health plan. – Barack Obama Of course, one objective of both traditional and nontraditional policy…

The Wages of Fear

By Ben Hunt | November 10, 2013 | 0 Comments

You don’t know what fear is. But you’ll see. It’s catching, it’s catching like small pox! And once you get it, it’s for life! So…

Poindexter Über Alles

By Ben Hunt | November 7, 2013 | 0 Comments

Recent papers written by Fed functionaries and the attendant media attention serve as a reminder of the academic and bureaucratic capture of the Fed. More…

A Game of Sentiment

By Ben Hunt | November 3, 2013 | 0 Comments

I know. You know I know. I know you know I know. We know Henry knows, and Henry knows we know it. We’re a knowledgeable…

Render Unto Caesar

By Ben Hunt | October 31, 2013 | 0 Comments

There are two sides to the Epsilon Theory coin — looking at market-shaping current events through the lens of game theory and history, and looking…

What Were Once Vices Are Now Habits

By Ben Hunt | October 31, 2013 | 0 Comments

The central banks of the West announced today that their temporary swap lines would be made permanent. Like QE itself, the meaning of this emergency…

The Koan of Donald Rumsfeld

By Ben Hunt | October 20, 2013 | 0 Comments

There are known knowns; there are things we know we know.We also know there are known unknowns; that is to say, we know there are…

The Levelers

By Ben Hunt | October 13, 2013 | 0 Comments

Mr. Incredible:  You mean you killed off real heroes so that you could *pretend* to be one? Syndrome:  Oh, I’m real. Real enough to defeat you! And…