Make, Protect, Teach

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

September 11, 2019

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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Rust and Blight

September 11, 2019

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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ET In Full

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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I’m a Superstitious Man

By Ben Hunt | August 13, 2019 | 5

“I’m a superstitious man, and if some unlucky accident should befall him — if he should get shot in the head by a police officer, or if he should hang himself in his jail cell, or if he’s struck by a bolt of lightning — then I’m going to blame some of the people in this room.” – Vito Corleone

Same.

The Nudging State and the Nudging Oligarchy cannot be defeated on a single point of failure like Jeffrey Epstein’s testimony at trial. Or like the bankruptcy of AIG.

But a million effin’ points of failure? A refusal to vote for ridiculous candidates and buy ridiculous securities? A refusal AT SCALE?

Yeah, that can work.

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The Long Now, Pt. 1 – Tick-Tock

By Ben Hunt | July 31, 2019 | 6

The Long Now is everything we pull into the present from our future selves and our children.

The Long Now is the constant stimulus that Management applies to our economy and the constant fear that Management applies to our politics.

We are told that the economic stimulus and the political fear of the Long Now are costless, when in fact they cost us … everything.

There is another way.

Tick-tock.

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The Spanish Prisoner

By Ben Hunt | July 7, 2019 | 26

Mark Zuckerberg is not The Spanish Prisoner. He’s the guy running the con.

Libra, the cryptocoin promoted by Facebook, is a classic Spanish Prisoner con. This is how the State and the Oligarchy co-opt crypto. Not with the heel of a jackboot. But with the glamour of convenience and narrative.

Bitcoin will be permanently diminished in its social importance by the adoption of Libra and other Oligarchy-sponsored and State-embracing crypto currencies. Bitcoin will never again MEAN what it used to mean.

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ET Live!

ET Live! – 6.18.2019

June 18, 2019

Join us here at 2PM Eastern today for the latest edition of ET Live. Today’s edition is all about the grotesque charades and cartoons being used to cynically manipulate narratives. Not one to miss.

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ET Live! – 6.4.2019

June 4, 2019

Ben and Rusty update subscribers on the shift from cooperative to competitive games and our narrative research program, with a focus on the China Trade War and US electoral politics.

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ET Live! – 5.14.2019

May 14, 2019

Ben and Rusty discuss games of chicken and multi-level games, and where we think the previously complacent trade and tariffs narrative has gone in early May.

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ET Live! – 4.24.2019

April 24, 2019

In which Ben and Rusty discuss financialization, the incentivizes of low interest rate policy, the ‘financialization’ of education and the meaning of both for us as investors and parents.