Search Results: letter from a birmingham

Don’t Test, Don’t Tell (10 Days Later)

By Ben Hunt | March 8, 2020 | 10 Comments
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Last week, Claire Lehmann, the founder and editor in chief of Quillette, asked if I’d be interested in publishing a new version of Don’t Test, Don’t Tell…

Inception

By Ben Hunt | April 14, 2020 | 15 Comments
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…fast as we can! Roy Blanchard Make, protect, teach. I write a weekly newsletter about the railroad business and have been doing so for nearly 30 years. Most of my…

How It Started. How It’s Going.

By Ben Hunt | October 20, 2020 | 11 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…

Ten Times Faster Than The Sun’s Beams

By Ben Hunt | November 25, 2020 | 10 Comments
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…luminaries as Laffer, Trish Regan, Buck Sexton (really? Makes me think of Buck Nekkid from Seinfeld), Sebastian Gorka, Dan Ferris of Stansberry Research publisher of the most execrable “Financial Newsletters”…

The Zimbabwe Event

By Ben Hunt | January 27, 2021 | 9 Comments
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Covid funeral in Harare Over the past two weeks, three senior Cabinet officials in Zimbabwe (including the Foreign Minister and the Infrastructure Minister) have died from Covid….

A Conversation with Howard Marks

By Brent Donnelly | March 17, 2021 | 5 Comments
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…in the business for decades. He has been writing must-read investor letters since I was in high school. His latest memo “Something of Value” contains much insight, particularly about why…

Manheim Steamroller

By Rusty Guinn | April 26, 2021 | 16 Comments
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I’m fed up with all this reading! You’re a Wormwood, you start acting like one! Now sit up and look at the TV. Matilda (1996) A couple weekends ago I…

I’m Trying To Understand Hedonic Adjustments

By Brent Donnelly | May 10, 2021 | 13 Comments
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Brent Donnelly is a senior risk-taker and FX market maker at HSBC New York and has been trading foreign exchange since 1995. He is the author of The…

I’m So Tired of the Transitory Inflation “Debate”

By Ben Hunt | July 1, 2021 | 16 Comments
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In Epsilon Theory notes, we use a lot of images of politicians and bankers shaking their fingers at us, because it’s a great way to communicate what…

25 Anti-Mimetic Tactics for Living a Counter-Cultural Life

By Luke Burgis | December 13, 2021 | 10 Comments
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…and quality. If you’re not pissing anyone off from time to time, or getting some quick unsubscribers from your newsletters, then you’re not actively trying to find your audience. As…

It’s All True

By Ben Hunt | February 2, 2024 | 23 Comments
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original artist unknown, reprinted by Business Insider “Don’t write about crazy people if you want to say something true.” That’s what my creative writing professor told me…

It’s All True (Eight Thoughts on Justin Mohn)

By Ben Hunt | February 2, 2024 | 23 Comments
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original artist unknown, reprinted by Business Insider “Don’t write about crazy people if you want to say something true.” That’s what my creative writing professor told me…

Even When I Lie

By Rusty Guinn | November 28, 2018 | 28 Comments
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…forgive my going back to the old sources again (this time Paul’s letter to the Hebrews): let us consider how we may spur one another on to love and good…

Things Fall Apart (Part 1)

By Ben Hunt | August 8, 2018 | 10 Comments
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Download a PDF of Things Fall Apart (Part 1).Listen to an audio recording of Things Fall Apart (Part 1). Also available at: Things Fall Apart Part 1 Part…

The Long Now, Pt. 1 – Tick-Tock

By Ben Hunt | July 31, 2019 | 10 Comments
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Download a PDF of  The Long Now, Pt. 1 Download or listen to an audio recording of The Long Now, Pt. 1 – Tick-tock Also available at:…

Exigent Circumstances

By Peter Cecchini | April 16, 2020 | 9 Comments
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Last week, the Fed added new programs and upsized many of the loan and bond buying programs it had already announced over the past several weeks. It…

We the People? We the Pack.

By Ben Hunt | July 14, 2020 | 21 Comments
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Epsilon Theory PDF Download (available to everyone): We the People? We the Pack. Back in early April, I wrote this about our battle with the coronavirus: There is…

Overserved

By Ben Hunt | July 20, 2020 | 14 Comments
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…asset manager will receive at the end of July as part of the SpaceX Series N funding round. Yes, Series N. The letter N being the 14th letter of the…

Narrative and Metaverse, Pt. 1: The Living Word

By Ben Hunt | January 18, 2022 | 80 Comments
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PDF download (subscribers only): Narrative and Metaverse, Pt. 1: The Living Word Narrative and Metaverse Part 1: The Living Word Part 2: Gain of Function Part 3: The…

The Most Important Sector in the Universe

By Marc Rubinstein | August 2, 2022 | 23 Comments
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Marc Rubinstein has over 25 years experience as an analyst and investor in the financials sector which he distills into a weekly newsletter, Net Interest, which I think is a really great…