Search Results: The hour between dog and wolf

What Country Friends Is This?

By Rusty Guinn | May 9, 2019 | 0 Comments
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…asset classes without buying into them? You see, there’s no safety net on identity or reciprocity. Acting on them is an act of PURE risk-taking. If you’ve got an hour

A Holy Day

By Rusty Guinn | May 27, 2019 | 3 Comments
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…with were less than an hour from another Mississippi Delta town, a town where a young man from Chicago named Emmett Till had been lynched for the terrible crime of…

Every Shot Must Have a Purpose

By Demonetized | July 10, 2019 | 12 Comments
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…For an investment committee, the rough equivalent is the four-hour meeting that results in a 50 bps change (from 4.50% to 5.0%) to the emerging markets weight in the Growth…

Mailbag

By Ben Hunt | September 17, 2019 | 4 Comments
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…and the guard’s house so that we could get a reliable source of electricity. The local staff started work at 530 AM every day, working 14 hour days, in a…

Margin Call

By Rusty Guinn | March 16, 2020 | 7 Comments
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…It can be our finest hour, and we believe it will be. https://www.epsilontheory.com/tick-tock/ True to form, however, it is the institutions who have relied on model cartoons who have not…

A New Gilded Age

By Rusty Guinn | May 24, 2020 | 22 Comments
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…wanted to keep out, however, there was also the matter of the literal stone fortifications and 24-hour armed security that greeted anyone approaching by road. If you didn’t fancy that,…

No Country for Old Men

By Ben Hunt | June 12, 2020 | 16 Comments
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…mostly. Cannabis helps a bit. Nothing helps much. The worst part is not sleeping for more than an hour or two at a time. Hmm. Actually, the worst part is…

The Grifters, Chapter 2 – N95 Masks

By Ben Hunt | August 11, 2020 | 10 Comments
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…truth, what could have been our finest hour is turning into our worst. For the past six months, a big part of my life has revolved around getting PPE directly…

The Projection Racket, Pt. 2

By Rusty Guinn | September 28, 2020 | 28 Comments
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…highest level since we were paying Ford to churn out a B-24 every hour out at Willow Run. Ignore the kink from our COVID recession, and you’re still looking at…

Brave New World

By Peter Cecchini | September 23, 2020 | 2 Comments
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…are on the cusp of yet another significant risk off correlation event. Maybe I can fix that feeling with a half hour on the heavy bag. Whatever floats your boat,…

We’re All Nigeria Now

By Ben Hunt | February 23, 2021 | 0 Comments
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…think a good hour was spent arguing earnestly about the “multiplier effect” of the Covid stimulus bill, with exactly zero time spent discussing the real-world impact of Covid. Instead, it…

Proof of Plant: A New Vision for Crypto, Pt 1

By Ben Hunt | June 23, 2021 | 39 Comments
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…time and geography, converting something that is entirely nonfungible, like a good idea or an hour’s labor, into something that can be saved or traded or divided or combined. That’s…

Reinventing the Financial System

By Marc Rubinstein | June 15, 2021 | 4 Comments
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…problem: the “coincidence of wants” – both sides wanting what the other has at the exact same time. My wife, a school teacher, once bartered an hour of tuition for…

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

By Ben Hunt | September 8, 2021 | 53 Comments
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…and reverse our current disastrous path of man-made climate change lies in technologies that have not yet been invented, then our current system of philanthropic and government-mandated do-gooding is itself…

Prime Time in Crypto

By Marc Rubinstein | November 16, 2021 | 0 Comments
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…much as in US equities – with the proviso that crypto trades every minute of a 24-hour cycle, whereas US equities only trade for six and a half hours a…

That Funny Feeling

By Brent Donnelly | January 10, 2022 | 37 Comments
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…He was a chunky ten-year-old brick house named Dean Saunders. One lunch hour in 1980-something, out on the frozen tundra of my Ottawa elementary schoolyard, I made a foolish and…

Narrative and Metaverse, Pt. 3: The Luther Protocol

By Ben Hunt | March 24, 2022 | 74 Comments
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…and less empathetic species. We’ve been doing this for thousands of years with other sentient species. Human selection on “tameness” has physically altered dogs, cats, cows, horses, sheep, and pigs…

Office Hours Recap: 06/10/2022

By Harper Hunt | June 13, 2022 | 0 Comments
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Office Hours is an hour long Zoom call we have on Fridays from 2-3pm ET. The event is exclusive to Epsilon Theory members and is a great way to hear…

Office Hours Recap: 06/24/2022

By Harper Hunt | June 27, 2022 | 3 Comments
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Office Hours is an hour long Zoom call we have on Friday’s from 2-3pm ET. The event is exclusive to Epsilon Theory members and is a great way to hear…

Office Hours Recap: 07/08/2022

By Harper Hunt | July 11, 2022 | 0 Comments
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Office Hours is an hour long Zoom call we have on Friday’s from 2-3pm ET. The event is exclusive to Epsilon Theory members and is a great way to hear…