Search Results: The hour between dog and wolf

Gradually and Then Suddenly

By Ben Hunt | July 18, 2017 | 0 Comments
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…below) and other indicators, like the NFIB’s survey of “Small Business Job Openings Hard to Fill” (Chart 3 below) are similarly screaming for higher wages? Chart 1: US Average Hourly…

The Two Churchills

By Rusty Guinn | November 21, 2017 | 2 Comments
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…change the world.” “I developed a sense of injustice [sic] for the underdog, because the underdog, I felt, was me.” “I learned that injustice is part of our world, but…

The Narrative Giveth and The Narrative Taketh Away

By Ben Hunt | April 10, 2018 | 0 Comments
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…from last year to this year (for more, read “The Icarus Moment”). On an apples-to-apples basis (eliminating the impact of spuriously estimated work-week hours on average hourly earnings), I estimate…

Grant Williams “In Conversation” with Ben Hunt

By Ben Hunt | August 17, 2018 | Comments Off on Grant Williams “In Conversation” with Ben Hunt
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…content for investors, and RealVision has graciously given Epsilon Theory readers complete and free-of-charge access to both the six-minute trailer (above) and the ONE HOUR AND FORTY-FIVE MINUTE full interview…

Notes from the Road: Bayes and the Boreen

By Rusty Guinn | August 20, 2018 | 0 Comments
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…point at this hour. I was on the inside lane where I should have been. Even after I reached my destination and took a moment to Google roundabout laws, determining…

Men Who Wear Hats

By Ben Hunt | August 25, 2018 | 0 Comments
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…Until an hour before the Devil fell, God thought him beautiful in Heaven. – Arthur Miller, “The Crucible” I’m closing with this quote in honor of Elon Musk. ‘Nuff said….

Mastering the Art of French Cooking

By Ben Hunt | September 19, 2018 | 0 Comments
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…Gordon Ramsey to the celebrity chefs holding court on Top Chef to the rotating cast of “personalities” on the 24-hour programming that The Food Network must fill … it’s all…

Mailbag: Mastering the Art of French Cooking

By Ben Hunt | September 23, 2018 | 0 Comments
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Thank you for continuing to write an excellent blog. How funny to read your Julia Child post this morning, not an hour after walking down Washington Street as it becomes…

The Narrative Giveth and The Narrative Taketh Away

By Ben Hunt | October 11, 2018 | 1 Comment
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…(for more, read “The Icarus Moment”). On an apples-to-apples basis (eliminating the impact of spuriously estimated work-week hours on average hourly earnings), I estimate wage inflation in February was about…

Even When I Lie

By Rusty Guinn | November 28, 2018 | 28 Comments
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…run around in a horde very, very slowly for several hours. Even our question is a bit of a lie, standing in for something else. It’s us telling a person…

The Road to Tannu Tuva, Pt. 2

By Rusty Guinn | January 29, 2019 | 0 Comments
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…more than an hour after you leave Austin, your GPS will tell you to turn right. A split-second later, your brain will retort, ‘There is no way that rough, barely…

Arbitrary Power

By Rusty Guinn | February 3, 2019 | 7 Comments
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…as it is here. Call it 40 miles per hour, give or take. But instead of having the number 25 written on this curiosity of a sign, however, it would…

All Along the Watchtower

By Rusty Guinn | February 6, 2019 | 3 Comments
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…the hour is getting late’ All along the watchtower, princes kept the view While all the women came and went, barefoot servants, too Outside in the distance a wildcat did…

In the Flow – It’s the Multiple, Stupid

By Ben Hunt | February 25, 2019 | Comments Off on In the Flow – It’s the Multiple, Stupid
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…your time. It’s long (about an hour), but the subject matter kinda requires it – everything you wanted to know about MMT, but were afraid to ask. If you’re a…

The Zeitgeist Weekend Edition – 3.16.2019

By Rusty Guinn | March 16, 2019 | 5 Comments
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Every morning, we run The Narrative Machine on the past 24 hours worth of financial media to find the most on-narrative (i.e. interconnected and central) stories. On the weekend, we…

Admiring the Problem

By Rusty Guinn | March 20, 2019 | 9 Comments
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…meeting would turn into a two-hour conversation about the name of the cloud that’s going to process the information. Ryan Wistort, R&D at Theranos, from “The Inventor: Out for Blood…

The Zeitgeist – 4.5.2019

By Ben Hunt | April 5, 2019 | 10 Comments
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Every morning, we run The Narrative Machine on the past 24 hours worth of financial media to find the most on-narrative (i.e. interconnected and central) stories in financial media. It’s…

The Zeitgeist – 4.23.2019

By Ben Hunt | April 23, 2019 | 3 Comments
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Every morning, we run The Narrative Machine on the past 24 hours worth of financial media to find the most on-narrative (i.e. interconnected and central) stories in financial media. It’s…

In the Flow – Adventures in Valuation Land

By Ben Hunt | April 22, 2019 | 0 Comments
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…and labor arbitrage factors that Bridgewater notes. But in the past decade of ZIRP, we are NOT getting more goods and services out of an hour of labor. Sure, we…

The Zeitgeist – 4.29.2019

By Ben Hunt | April 29, 2019 | 5 Comments
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Every morning, we run The Narrative Machine on the past 24 hours worth of financial media to find the most on-narrative (i.e. interconnected and central) stories in financial media. It’s…