The Zeitgeist

Letter From a Birmingham Museum

By Ben Hunt | July 3, 2018 | 12 Comments

MLK Day is a uniquely American holiday, a national day of remembrance for the fundamental civil rights that bind American citizens together as one nation, under God, indivisible, with liberty and justice for ALL.

MLK Day reminds us of the foundations of a UNITED States of America, a reminder that has never been more important to take into our hearts.

It’s not too late, you know. We can still find that unifying narrative of what America can – and should – mean.

MLK shows us the way.

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The Ireland Event

By Ben Hunt | January 12, 2021 | 25

I believe there is a non-trivial chance that the United States will experience a rolling series of “Ireland events” over the next 30-45 days, where the Covid effective reproductive number (Re not R0) reaches a value between 2.4 and 3.0 in states and regions where a) the more infectious UK-variant (or similar) Covid strain has been introduced, and b) Covid fatigue has led to deterioration in social distancing behaviors.

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ET Podcast #3 – The Ireland Event

By Ben Hunt | January 14, 2021 | 4

In episode #3 of the Epsilon Theory podcast, Rusty and I discuss the spike in Covid cases in Ireland and the risk of seeing a similar “Ireland Event” here in the US.

The time to act is NOW, not with indiscriminate lockdowns, but with strong restrictions on international and domestic air travel to contain the UK-variant virus while we accelerate vaccine delivery.

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A ‘Precise and Predictable’ Yellen Fed?

By Ben Hunt | October 10, 2013 | 0

The pursuit of greater predictability and transparency in Fed communications is a mistake, particularly in the context of broad guarantees concerning world-shaking policies. We learned this lesson early in the Cold War through the hard knocks of Korea and Vietnam (not to mention the scares of Berlin and Cuba), and it seems a shame that …

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A World of Guarantees

By Ben Hunt | October 6, 2013 | 0

“We’re gonna win the game. I guarantee it.” – Joe Namath, 3 days before Super Bowl III “Our torments also may in length of time Become our Elements.” – John Milton, “Paradise Lost” “When did the future switch from being a promise to being a threat?” – Chuck Palahniuk, “Invisible Monsters” “Some say the world …

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It’s Always Something

By Ben Hunt | September 29, 2013 | 0

More evidence that QE is no longer an emergency government policy, but is now a permanent government program. epsilon-theory-its-always-something-september-29-2013.pdf (508KB)

Uttin’ on the Itz

By Ben Hunt | September 22, 2013 | 0

High hats and arrowed collars, white spats and lots of dollars Spending every dime, for a wonderful time If you’re blue and you don’t know where to go to Why don’t you go where fashion sits, Puttin’ on the Ritz.– Irving Berlin Hegel remarks somewhere that all great, world-historical facts and personages occur, as it …

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Heeere Comes Lucky!

By Ben Hunt | September 15, 2013 | 0

“It is my understanding that the Constitution of the United States allows everybody the free choice between cheesecake and strudel.” – Sky Masterson (“Guys and Dolls”) “One of these days in your travels, a guy is going to show you a brand-new deck of cards on which the seal is not yet broken. Then this …

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It Was Barzini All Along

By Ben Hunt | September 8, 2013 | 0

“Tattaglia is a pimp. He never could have outfought Santino. But I didn’t know until this day that it was Barzini all along.” – Don Vito Corleone

Same with Emerging Market growth narratives. It was Developed Market monetary policy all along.

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Harper's Corner

This year the Super Bowl will have their first female referee. Sarah Thomas was also the first female on-field official in the NFL back in 2015.

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Archive Spotlight

Facebook Delenda Est

August 20, 2020

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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ET Live!

ET Live! – 1.19.2021

January 19, 2021

Check out the January 19 ET Live, where Ben and Rusty talk with you about the latest ET notes.

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