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Old Home

The Grifters, Chapter 2 – N95 Masks

By Ben Hunt | August 11, 2020 | 10

I don’t think I have the words to communicate just how screwed up our PPE distribution system is in this country, or what a profound betrayal it is for our government to support this perverse system of personal greed and corporate ambivalence in exchange for campaign soundbites and photo ops.

But I’m gonna try.

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The Grifters, chapter 1 – Kodak

By Ben Hunt | July 30, 2020 | 15

We’ve been assaulted by three brutal grifts in just the past week … three smacks from Bobo and his bag of oranges … each deserving of an Epsilon Theory note.

Here’s chapter 1 – the ludicrous crony capitalism of the US government giving Kodak $765 million for “pharmaceutical supply production”.

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ET In Full

Hostage Situation

By Ben Hunt | August 9, 2022 | 0

In times of profound informational need – like today when we *really* need to know if inflation is embedded in the real economy – we are desperate for data that will allow us to act with conviction. But the nature of our macro data construction guarantees we will get less accurate results during these times where we need accuracy the most.

As the kids would say, it’s just math.

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Why Am I Reading This Now? 08.08.22

By Harper Hunt | August 8, 2022 | 0

Recent major media stories that feel to us like they’re part of a larger narrative campaign.

Why Am I Reading This Now? 08.01.22

By Harper Hunt | August 1, 2022 | 0

Recent major media stories that feel to us like they’re part of a larger narrative campaign.

A Tale of Two Inversions

By Ben Hunt | July 27, 2022 | 0

Multiple not-seen-in-a-quarter-century events have occurred over the past six weeks in rates-world. The lack of narrative attention is striking, as are the implications for the next few quarters across markets.

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The Fifteen Faces of Fiat News

By Rusty Guinn | July 26, 2022 | 29

We’re building a Narrative Early Warning System (NEWS) as our first major research project in a larger effort to inoculate ourselves against the weaponized narratives of Big Tech, Big Media and Big Politics.

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Why Am I Reading This Now? 07.25.22

By Harper Hunt | July 25, 2022 | 0

Recent major media stories that feel to us like they’re part of a larger narrative campaign.

ET Poll

Archive Spotlight

Even When I Lie

November 28, 2018

The way I see it, there are three reasons a person becomes a liar: he believes that he must, he believes that he may, or he believes it serves a Greater Truth.

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ET Live!

Office Hours – 6.30.2020

June 30, 2020

It’s the June 30th edition of Office Hours, an interactive livestream in which Ben and Rusty discuss all things narrative in the world today.

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