The Zeitgeist

We are all MMTers (Still)

By Rusty Guinn | October 22, 2020

How It Started. How It’s Going.

By Ben Hunt | October 20, 2020

Knowledge Takes the Sword Away

By Rusty Guinn | October 16, 2020

Meta Information

By Ben Hunt | October 15, 2020

The Frustrated Money Manager

By Ben Hunt | October 8, 2020

Scapegoating the Zeitgeist

By Ben Hunt | October 2, 2020

Hook, Line and Sinker

By Rusty Guinn | October 1, 2020

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

The Projection Racket, Pt. 2

By Rusty Guinn | September 28, 2020 | 22

The Projection Rackets will say that the solution to two-party dominance and the erosion of political self-determination is, like everything else, is to vote. Express yourself! Don’t you believe in democracy?

They are wrong. We, the people, CAN fix this. And if we want it enough, we will.

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The Projection Racket, Pt. 1

By Rusty Guinn | September 14, 2020 | 23

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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Fell on Black Days

By Ben Hunt | October 5, 2020 | 25 Comments

2020 has awakened us to the Black Days constructed while we slept.

Now we act, and not just to avoid the worst excesses of the Trumpist clownshow or the Socialist lunacies.

Now we change the entire freakin’ world.

For ourselves, yes. For our children, even more.

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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)

Why Do Words Matter So Much?

By Ben Hunt | August 30, 2012 | 0

Early notes on importance of Common Knowledge game in understanding market behavior. epsilon-theory-why-do-words-matter-so-much-august-30-2012.pdf (753 KB) Test: epsilon-theory-why-do-words-matter-so-much-august-30-2012.pdf (753 KB)

Harper's Corner

Looking back on 2020, I really thought the murder hornets were going to be a bigger thing. I guess it's like Ed Sheeran showing up in Game of Thrones - a big deal that disappeared after a week.

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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! – 10.13.2020

October 13, 2020

It’s the October 13th Epsilon Theory Live!, where Ben and Rusty discuss all things narrative in an interactive format.

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