The Zeitgeist

Why Am I Reading This Now?

By Ben Hunt | September 25, 2020

Brave New World

By Peter Cecchini | September 23, 2020

The UNITED States of America

By Ben Hunt | September 19, 2020

Many People Say

By Ben Hunt | September 16, 2020

Invisible Threads: Matrix Edition

By Ben Hunt | September 9, 2020

A Society of Tinkerers

By Luis Perez-Breva | September 4, 2020

The Game of Tesla

By Ben Hunt | September 3, 2020

The Cartoon Put

By Rusty Guinn | September 1, 2020

Cheesing

By Rusty Guinn | August 26, 2020

Sacrifice for Thee, Vast Wealth for Me

By Ben Hunt | August 25, 2020

The Fujiwhara Effect

By Rusty Guinn | August 22, 2020

Carny Barkers

By Ben Hunt | August 13, 2020

Can’t Fight This Feeling

By Rusty Guinn | August 12, 2020

Get Me Tools and a Beer!

By Rusty Guinn | August 10, 2020

Deep Sociopathy

By Ben Hunt | August 6, 2020

The Welding Shut of the American Mind

By Ben Hunt | September 21, 2020 | 27

The closing of the American mind is evolving into its next stage: the welding shut of the American mind.

What’s the difference between closing and welding shut? A closed door can be opened. A welded shut door cannot. We can’t save the minds already lost. We can only prevent our OWN minds from being welded shut.

And we can. Together.

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Mailbag – Lucifer’s Hammer Edition

By Ben Hunt | September 11, 2020 | 8

It’s been a full year since I wrote my last Mailbag note, which is kinda pathetic.

Well, better late than never. Reader comments and emails following our publication of Lucifer’s Hammer have been amazing, and it would be a disservice to the Pack if I didn’t collect some of them here. Enjoy!

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The Projection Racket (Part 1)

By Rusty Guinn | September 14, 2020 | 23 Comments

Some of us are uncomfortable with BITFD, and that’s OK. Small-c conservatives should be uncomfortable. Small-l liberals should be uncomfortable.

They should also get on board.

This is a series about why.

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Friday Was an Important Day

By Ben Hunt | November 18, 2012 | 0

An initial examination of the informational inflection point generated by the Nov. 18th Boehner/Reid press conference. epsilon-theory-friday-was-an-important-day-november-18-2012.pdf (247 KB)

Don’t Mess with Mister In-Between

By Ben Hunt | November 8, 2012 | 0

Early research on the relationship between informational surfaces and structural market change. epsilon-theory-dont-mess-with-mister-in-between.pdf (244 KB)

Jack Welch was Right

By Ben Hunt | October 29, 2012 | 0

An analysis of systematic error in BLS data and its role in the Narrative regarding US labor conditions. epsilon-theory-jack-welch-was-right-october-29-2012.pdf (219 KB)

Donald Rumsfeld and Risk Management

By Ben Hunt | October 7, 2012 | 0

Early notes on investment as an exercise in decision-making under uncertainty. epsilon-theory-donald-rumsfeld-and-risk-management-october-7-2012.pdf (197 KB)

Hello Darkness My Old Friend

By Ben Hunt | September 29, 2012 | 0

Growing political fragmentation in Europe and its structural consequences for markets. epsilon-theory-hello-darkness-my-old-friend-september-29-2012.pdf (123 KB)

Dude, Where’s My Financial Repression

By Ben Hunt | September 15, 2012 | 0

An initial analysis of the Sept. 15th FOMC announcement of open-ended QE. epsilon-theory-dude-wheres-my-financial-repression-september-15-2012.pdf (191 KB)

Harper's Corner

Michel Jordan is adding NASCAR to his sports resume. He's now the co-owner of a NASCAR team with Bubba Wallace as the driver.

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Archive Spotlight

Even When I Lie

November 28, 2018

The way I see it, there are three reasons a person becomes a liar: he believes that he must, he believes that he may, or he believes it serves a Greater Truth.

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ET Live!

ET Live! – 9.15.2020

September 15, 2020

In today’s episode, it’s all about BITFD and the almost hilarious extremes to which the Long Now has infected our financial world. Don’t forget to refresh your browser if your video doesn’t start promptly after 2:00 PM ET.