Meta Information
October 15, 2020·8 comments·In Brief
The material non-public information that Kudlow tipped was the knowledge that what the White House said in public about Covid’s impact on the American economy was not what the White House truly believed about Covid’s impact on the American economy.
The grift was thedifferencein the private statements and the public statements.
The grift was the informationaboutthe information.
THAT is meta information.
What is meta information?
Meta information is the wink.
Subscribe Today to Read More
Unlock instant access to this and hundreds of other evergreen essays that explore the world of narrative through hard science and human wisdom.
- Make more informed decisions as an investor and citizen.
- See through the nudges of Big Politics and Big Media.
- Become a better consumer of news.
- Maintain your autonomy of mind in a swarm of narratives.
- Join a community of more than 100,000 truth-seekers.
Looking for Deeper Insights?
Unlock exclusive market intelligence, trade ideas, and member-only events tailored for investment professionals and active investors with Perscient Pro.
VISIT PRO
DISCLOSURES
This commentary is being provided to you as general information only and should not be taken as investment advice. The opinions expressed in these materials represent the personal views of the author(s). It is not investment research or a research recommendation, as it does not constitute substantive research or analysis. Any action that you take as a result of information contained in this document is ultimately your responsibility. Epsilon Theory will not accept liability for any loss or damage, including without limitation to any loss of profit, which may arise directly or indirectly from use of or reliance on such information. Consult your investment advisor before making any investment decisions. It must be noted, that no one can accurately predict the future of the market with certainty or guarantee future investment performance. Past performance is not a guarantee of future results.
Statements in this communication are forward-looking statements. The forward-looking statements and other views expressed herein are as of the date of this publication. Actual future results or occurrences may differ significantly from those anticipated in any forward-looking statements, and there is no guarantee that any predictions will come to pass. The views expressed herein are subject to change at any time, due to numerous market and other factors. Epsilon Theory disclaims any obligation to update publicly or revise any forward-looking statements or views expressed herein. This information is neither an offer to sell nor a solicitation of any offer to buy any securities. This commentary has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Epsilon Theory recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
Comments
If any sort of company should be good at metagame, “social media” companies should. That they seem to be pandering to the party they expect to be gaining power says a lot about how much they more fear regulatory scrutiny.
*more they fear… Sigh.
Ben, I love this article, the layman’s concept of metagame is great. I also can’t help but notice that it’s promoting ET Pro (both directly and in the linked article “The Epsilon Strategy”).
I’m a loyal subscriber to ET – but ET Pro is not in my budget right now. So I’m curious, how much more time/focus by you and Rusty is spent on ET Pro subscribers vs regular ET?
I am more inclined to believe that in their vast accumulation of social / personal information, they realized that the state is light-years ahead, and started operating out of fear of becoming the next Snowden / Assange. Their good early intentions of supporting a political side, for the same reason as having office scooters and ping pong, paved their pathway. Taking the bit in their mouth, they made themselves every bit as useful as any propaganda machine or defense contractor.
The current administration has been relatively adept at grabbing one side of reigns for now. And no matter who else is holding on, that’s all you need to turn a horse. Must be frustrating to know so much about so many, likely including very dark secrets about very powerful people, yet be unable to use it to gain personal autonomy.
It’s all one research/publishing effort, and there’s no budget for time/focus on the different offerings. We’re a registered investment advisor, and so we cannot legally publish much of our market and security-specific research to a universal audience. Also, that market and security-specific research is something that people are willing to pay more money for.
We are not communists.
Thank you Don Vito…after all WE are not communists…
Of course, one of the suppositions of the NYT article is that everyone doesn’t know that every single time Kudlow gets on CNBC he is 100% full of shit.
S&P 500 Futures gapped down 100 points into the open on February 24th. Cash market followed. What time was the White House briefing? I’m not sure the hedge funds needed to be tipped, the exponential rise into the February high was very similar to the January 2018 run and rising VIX was stopping out futures positions in volatility targeting funds. The initial sell-offs were structurally identical. VIX inversion after new highs starts robotic selling. A correction was due. I was going to sell on the open on Feb 24 & still sold despite the gap down.
Continue the discussion at the Epsilon Theory Forum...