Search Results: letter from a birmingham

Dogs, Dog Food, and the Curse of Some Talent

By Ben Hunt | October 14, 2018 | 20 Comments
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The thing is, Butch, right now you got ability. But painful as it may be, ability don’t last. And your days are just about over. Now that’s…

Schrödinger’s Staredown

By Rusty Guinn | January 20, 2019 | 17 Comments
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…blogs and email news letters. Perhaps a small wiki page or something where ET readers can post their favorite sources (with a tag to identify if it’s leaning to one…

When Was I Radicalized? (Boeing edition)

By Ben Hunt | November 5, 2019 | 16 Comments
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To receive a free full-text email of  The Zeitgeist  whenever we publish to the website,  please sign up here . You’ll get two or three of these…

Our Finest Hour

By Ben Hunt | April 2, 2020 | 15 Comments
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There is no country in the world that mobilizes for war more effectively than the United States. And I know you won’t believe me, but I tell…

The Grifters, Chapter 2 – N95 Masks

By Ben Hunt | August 11, 2020 | 10 Comments
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Epsilon Theory PDF Download (paid subscribers only): The Grifters, chapter 2 – N95 Masks The Grifters (1990) Pat Hingle as Bobo and Angelica Huston as Lilly Bobo Justus: Tell…

Hunger Games

By Ben Hunt | February 4, 2021 | 31 Comments
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Epsilon Theory PDF Download (paid subscribers only): Hunger Games And may the odds be ever in your favor! You have been told that investing in the stock market…

They Fought the Gyre … and the Gyre Won

By Rusty Guinn | February 15, 2023 | 61 Comments
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Source: He Gets Us Back in the beforetime when we all still had senses of humor about ourselves, the pastor at my church loved to talk about…

The Industrially Necessary Doctor Tedros

By Ben Hunt | February 16, 2020 | 11 Comments
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Epsilon Theory PDF Download (paid subscription required): The Industrially Necessary Doctor Tedros The World Health Organisation will lead a mission to China this weekend to start investigating the…

The ZIRP Paradox

By Rusty Guinn | December 14, 2020 | 25 Comments
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Source: Tesla, SpaceX It is the Christmas season, which means that it is time for your usual obligatory reminders and warnings about consumerism. It is also Christmas…

A Working Narrative

By Rusty Guinn | June 7, 2021 | 12 Comments
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Source: Reddit, Work Chronicles Since the early days of the COVID-19 pandemic, debates about the future of work have been a fixture of the zeitgeist. In the…

Getting to War

By Ben Hunt | January 28, 2022 | 46 Comments
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This Cartoon by Vitaly Podvitski made the rounds in Russian social media circles a few years ago. It’s par for the course in most domestic Russian media…

The Reckless Driver! TM Narrative

By Charles Marohn | February 21, 2022 | 15 Comments
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Charles Marohn is the founder and president of Strong Towns, an organization that leads and supports the sort of bottom-up community-strengthening action we advocate here at Epsilon…

Sauron Remains Undefeated

By Ben Hunt | August 25, 2022 | 51 Comments
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I’m delighted to co-author this note with my friend Brent Donnelly, president of Spectra Markets and FX trader extraordinaire. Brent is a senior risk-taker and FX market…

Narrative and Metaverse, Pt. 4 – Carrying the Fire

By Ben Hunt | August 17, 2022 | 16 Comments
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PDF download (subscribers only): Narrative and Metaverse, Pt. 4: Carrying the Fire Narrative and Metaverse Part 1: The Living Word Part 2: Gain of Function Part 3: The…

Invisible Threads: Matrix Edition

By Ben Hunt | September 9, 2020 | 9 Comments
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Editor’s Note: On August 24th, 2015 – almost exactly five years ago – we had a flash crash in the S&P 500 when the VIX didn’t price…

In Praise of Work

By Rusty Guinn | March 1, 2019 | 19 Comments
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Subscribers can access the PDF of this note here. Idleness is inimical to the soul. The Rule of Saint Benedict And let them not be distressed if…

How to Live Safely in a Wall Street Universe

By Ben Hunt | March 31, 2019 | 7 Comments
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Everyone on Wall Street … every guy of a certain age, anyway … loves Mafia movies. The Godfather is the gold standard, of course, but we can…

This is Water

By Ben Hunt | April 17, 2019 | 16 Comments
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PDF Download (Paid Subscription Required):  This Is Water There are these two young fish swimming along and they happen to meet an older fish swimming the other way,…

A Song of Ice and Fire

By Ben Hunt | May 27, 2019 | 13 Comments
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PDF Download (Paid Subscription Required):  A Song of Ice and Fire Listen to an audio recording of A Song of Ice and Fire Epsilon Theory · Epsilon Theory…

The Rake

By Ben Hunt | November 12, 2019 | 10 Comments
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In a poker game, the rake is the cut that the casino dealer takes out of every pot. It’s usually a couple of dollars per hand ……