Search Results: letter from a birmingham

Men of God in the City of Man, Part 9: Pathogenesis

By Rusty Guinn | January 29, 2024 | 152 Comments
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…long, meandering letter expressing concerns about moving too slowly in its embrace of the apostolic reformation and the prophetic revolution out of “fear of man.” It also included references to…

The Long Now, Pt. 2 – Make, Protect, Teach

By Ben Hunt | September 11, 2019 | 33 Comments
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Download a PDF of  The Long Now, Pt. 2 Download or listen to an audio recording of The Long Now, Pt. 2 – Make, Protect, Teach Also…

A New Road to Serfdom

By Rusty Guinn | January 24, 2020 | 28 Comments
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…I’ll settle for some strongly worded letters to the CEO of ExxonMobil,” and this is apparently one of them. Still, this sort of overzealous shield-banging was the exception during this…

The Welding Shut of the American Mind

By Ben Hunt | September 21, 2020 | 33 Comments
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Epsilon Theory PDF Download (paid subscribers only): The Welding Shut of the American Mind Well, that’s one way to handle a lockdown. Oh, haha. JK! That’s not a…

Why Am I Reading This Now?

By Ben Hunt | September 25, 2020 | 8 Comments
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letter to Mary Barra at General Motors might be just a wee bit more relevant and impactful. No, I think this letter was written out of a deep and abiding…

The Green Protocol: A New Vision for Crypto, Pt 2

By Ben Hunt | September 8, 2021 | 53 Comments
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…numbers associated with a three or four-letter symbol will go up or down. Absorbed by the speculation layer, “sports” is no longer a venue for passionate support of a team’s…

The United States of Bed Bath & Beyond

By Ben Hunt | May 16, 2023 | 80 Comments
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…the board on March 6, 2022 and the letter was released publicly on March 7. The stock spiked from $15 or so (Cohen’s average purchase price for his shares) to…

A Truth That’s Told With Bad Intent

By Ben Hunt | May 14, 2020 | 37 Comments
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Epsilon Theory PDF Download (paid subscription required): A Truth That’s Told With Bad Intent A truth that’s told with bad intent Beats all the lies you can invent….

Things Fall Apart (Part 4)

By Ben Hunt | November 19, 2018 | 17 Comments
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…the Birmingham public library. Or at least it was. I don’t know if people still actually read here or not. It’s probably been turned into a bloodless “research area” because,…

A Modern Vocational Curriculum

By Rusty Guinn | June 20, 2019 | 21 Comments
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When I wrote Starry Eyes and Starry Skies a few weeks back, I made the argument that adequate vocational training for just about every financial services job…

An Old Joke

By Rusty Guinn | December 9, 2020 | 23 Comments
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So an agent for a new over-the-top variety act finally gets a meeting with the biggest producer in the world. I mean, maybe ‘the world’ is selling…

In Praise of Bitcoin

By Ben Hunt | April 28, 2021 | 61 Comments
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PDF download: In Praise of Bitcoin My go-to avatar, Ptolemy, the most famously wrong scientist ever, now with laser eyes! One evening a few weeks ago, I was…

Money Can Buy Happiness (in variable and diminishing quantities)

By Brent Donnelly | April 6, 2022 | 32 Comments
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Brent Donnelly is a senior risk-taker and FX market maker, and has been trading foreign exchange since 1995. His latest book, Alpha Trader, was published last summer to…

Being Human in a LARPing World

By Ben Hunt | June 8, 2022 | 38 Comments
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PDF download: Being Human in a LARPing World That’s a painting of Alexander the Great “untying” the Gordian Knot. You remember the story, right? While he was out…

IT’S. ABOUT. THE. MONEY.

By Ben Hunt | April 11, 2024 | 16 Comments
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I was a late arrival to the professional investment world, getting my start at the ripe old age of 41 at a firm called Iridian Asset Management,…

Oh, hell, Martha, go ahead and burn yourself if you want to.

By Ben Hunt | October 29, 2018 | 9 Comments
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…raping two white women in 1931. I never knew this was a thing until I went to college. See “Letter From a Birmingham Museum” for more thoughts on that thread….

Stock Buybacks!™ and the Monetization of Stock-Based Compensation

By Ben Hunt | November 9, 2022 | 30 Comments
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Download a PDF of Stock Buybacks!™ and the Monetization of Stock-Based Compensation (paid subscribers only) This Epsilon Theory note references individual public companies. Second Foundation Partners does not…

Noseblind

By Rusty Guinn | March 1, 2023 | 23 Comments
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Nick Offerman is not an overswirler. Image Source: Lagavulin, YouTube. Every evening in five thousand fine restaurants across the country, it happens again, this involuntary ritual, this…

The MacGuffin, Part 2: The Story Arc of SBF and FTX

By Ben Hunt | November 18, 2022 | 51 Comments
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…cave and give SBF the no-action letter he was looking for. But they didn’t. I understand the withering criticism that Gensler at the SEC and the entire cast of characters…

Narrative and Metaverse, Pt. 3: The Luther Protocol

By Ben Hunt | March 24, 2022 | 74 Comments
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PDF download (subscribers only): Narrative and Metaverse, Pt. 3: The Luther Protocol Narrative and Metaverse Part 1: The Living Word Part 2: Gain of Function Part 3: The Luther…