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The Zeitgeist

Join Us. No, Really.

By Rusty Guinn | February 25, 2020

Kitchen Sink It

By Rusty Guinn | February 20, 2020

Thanksgiving

By Rusty Guinn | February 19, 2020

Love in the Time of COVID-19

By Ben Hunt | February 17, 2020

Options

By Rusty Guinn | February 12, 2020

The Promised Land!

By Ben Hunt | February 5, 2020

The Inevitable Afterbirth

By Rusty Guinn | February 4, 2020

Notes from the Diamond #9: How About Never

By David Salem | February 3, 2020

Once You Buy a Prize, It’s Yours to Keep!

By Ben Hunt | January 31, 2020

You Had One Job

By Ben Hunt | January 26, 2020

Pleased to Meet You, Hope You Guess My Name

By Ben Hunt | January 22, 2020

The Drum Major Instinct

By Rusty Guinn | January 20, 2020

The Church of the Long Now

By Ben Hunt | January 17, 2020

That Which We Call a Law School

By Rusty Guinn | January 16, 2020

Shot, Chaser

By Ben Hunt | January 13, 2020

The Fall of Wuhan

By Ben Hunt | February 24, 2020 | 12

Containment has failed.

And so now we must fight.

That means doing everything possible to bolster our healthcare systems BEFORE the need overwhelms the capacity.

That means calling out our leaders for their corrupt political responses to date, and forcing them through our outcry to adopt an effective virus-fighting policy for OUR benefit, not theirs.

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ET In Full

Rust and Blight

By Rusty Guinn | September 11, 2019 | 7

In an orchard, it isn’t always easy to tell the difference between rust and blight. The same goes for our cultural institutions.

Some should be pruned.

Some should be ripped up root and stem.

It’s not always easy to know which. But if we want our sons and daughters to sit in the shade of our trees, we must learn.

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

By Ben Hunt | September 11, 2019 | 31

It’s time to start a fire. To burn, yes, but also to illuminate.

My advice? Abandon the political party as your vehicle for political participation.

My alternative? Find your Pack.

My platform? Make – Protect – Teach.

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Notes from the Diamond #8: Room For Doubt

By David Salem | September 1, 2019 | 4

In both baseball and in investing, we need an all-purpose test of excellence, not just for identifying MVPs like Mike Trout, but for seeing how all of us mere mortals stack up.

ET contributor David Salem makes the case for an investing corollary to baseball’s Wins Above Replacement (WAR). It’s a defense of value investing, but with a twist.

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License to Kill Gophers

By Peter Cecchini | August 22, 2019 | 3

The desire of central banks to forestall recession at all costs reminds us of the war that groundskeeper Carl Spackler had with the gopher in Caddyshack.

Sure, you can defeat the gopher. But you’ve gotta blow up the golf course with dynamite to do it.

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The World ‘Twixt Ought To and Is

By Rusty Guinn | August 18, 2019 | 9

Honest investing means finding a balance between approaches which imply we know everything and those which imply we can’t know anything. It means humility.

We think there are three – and only three – paths to finding this balance. One is the heart of what we are trying to achieve with Epsilon Theory.

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ET Election Index: July 31, 2019

By Rusty Guinn | August 15, 2019 | 4

This is the fourth installment of Epsilon Theory’s Election Index. Our aim with the feature is to lay as bare as possible the popular narratives governing the US elections in 2020. That includes narratives concerning policy proposals and candidates found in the news, opinion and feature content produced by national, local and smaller outlets. Our …

Read moreET Election Index: July 31, 2019

Archive Spotlight

Too Clever By Half

February 5, 2018

The inevitable result of financial innovation gone awry, which it ALWAYS does, is that it ALWAYS ends up empowering the State. When too clever by half people misplay the meta-game, that’s all the excuse the State needs to come swooping in and crush them, just as they are with Bitcoin today they did with Bear and Lehman in 2008. Installment #10 from Notes from the Field.

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ET Live!

ET Live! – 2.18.2020

February 18, 2020

This ET Live! is all about Coronavirus, except it’s not – it’s all about how institutions who solve for narrative outcomes invariably create bad results in the Real World.

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ET Live! – 1.21.2020

January 21, 2020

ET Live! – 11.19.2019

November 19, 2019

It’s the November 19th, 2019 edition of Epsilon Theory Live! Be sure to join Ben and Rusty for a discussion of all things narrative in the world of politics and markets.

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