AMA? BITFD!

By Ben Hunt | November 24, 2020 | 19 Comments

The American Medical Association is not a charitable organization.

The American Medical Association is not an educational organization.

The American Medical Association is a tax-exempt hedge fund and licensing corporation, designed from the ground up to enrich its executives and serve its own bureaucratic interests.

Burn. It. The. Fuck. Down.

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The Grifters, chapter 1 – Kodak

By Ben Hunt | July 30, 2020 | 15

We’ve been assaulted by three brutal grifts in just the past week … three smacks from Bobo and his bag of oranges … each deserving of an Epsilon Theory note.

Here’s chapter 1 – the ludicrous crony capitalism of the US government giving Kodak $765 million for “pharmaceutical supply production”.

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The Grifters, Chapter 2 – N95 Masks

By Ben Hunt | August 11, 2020 | 10

I don’t think I have the words to communicate just how screwed up our PPE distribution system is in this country, or what a profound betrayal it is for our government to support this perverse system of personal greed and corporate ambivalence in exchange for campaign soundbites and photo ops.

But I’m gonna try.

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Lucifer’s Hammer

By Ben Hunt | August 31, 2020 | 40

There’s a comet speeding our way, a comet of endemic urban violence.

And for so many people – especially young men with the voice of Ego now shouting in their heads as the whispers are turned up to 11 by the amps of political party and social media – they think that post-apocalyptic world sounds just dandy.

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Facebook Delenda Est

By Ben Hunt | August 20, 2020 | 43

More than any other company, Facebook is undermining our democracy and our most integral political rights.

More than any other company, Facebook has bought and paid for political cover at the highest levels of American, Indian and European government, political cover that prevents any of the actions we might take as a society to rid ourselves of this cancer.

Facebook delenda est.

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“Rebalance Timing Luck: The Dumb (Timing) Luck of Smart Beta” by Hoffstein, Faber and Braun

By Academic Research Author | August 17, 2020 | 0

Hoffstein, Faber and Braun construct long-only indices that provide exposures to popular U.S. equity factors (value, size, momentum, quality, and low volatility) and vary their rebalance schedules to isolate the effects of “rebalance timing luck.”

Their results suggest substantial problems for analyzing any investment when the strategy, its peer group, or its benchmark is susceptible to performance impacts driven by the choice of rebalance schedule.

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The Grifters, Chapter 2 – N95 Masks

By Ben Hunt | August 11, 2020 | 10

I don’t think I have the words to communicate just how screwed up our PPE distribution system is in this country, or what a profound betrayal it is for our government to support this perverse system of personal greed and corporate ambivalence in exchange for campaign soundbites and photo ops.

But I’m gonna try.

Read more

The Grifters, chapter 1 – Kodak

By Ben Hunt | July 30, 2020 | 15

We’ve been assaulted by three brutal grifts in just the past week … three smacks from Bobo and his bag of oranges … each deserving of an Epsilon Theory note.

Here’s chapter 1 – the ludicrous crony capitalism of the US government giving Kodak $765 million for “pharmaceutical supply production”.

Read more

The Stupid War

By Rusty Guinn | July 19, 2020 | 24

The war over reopening schools is a proxy war.

The real war is between political parties, but they’ve set up the fight as teachers on one side vs. parents on the other.

This is not our war. This is THEIR war.

How to stop it? We refuse to fight.

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Harper's Corner

The "world's loneliest elephant" is going from a zoo in Pakistan to a sanctuary in Cambodia. This is after Cher and her charity campaigned for the change. Glad Cher's quarantine project went so well!

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Archive Spotlight

Love in the Time of COVID-19

February 17, 2020

Within a few months, the reality of COVID-19 will overtake the propaganda of the CCP and their toadies at the World Health Organization, as real-world companies begin making real-world economic decisions to maintain their enterprises in the face of a real-world threat.

Those decisions will be led by sports franchises.

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ET Live!

ET Live! – 11.17.2020

November 17, 2020

It’s the November 17th Epsilon Theory Live!, where Ben and Rusty discuss all things narrative in an interactive format.

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