In Praise of Bitcoin

By Ben Hunt | April 28, 2021 | 56 Comments

What made Bitcoin special is nearly lost, and what remains is a false and constructed narrative that exists in service to Wall Street and Washington rather than in resistance.

The Bitcoin narrative must be renewed. And that will change everything.

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Things Fall Apart

What Do We Need To Be True?

By Rusty Guinn | April 6, 2021 | 42

Modeling common knowledge by analyzing missionary statements and their reverberations works. Except when it doesn’t.

Understanding changes in the big, zeitgeist-defining narratives, in the water in which we swim, means developing a way of thinking about the barriers that make it harder for the crowd to change its mind.

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A Tiger Can’t Change Its Stripes

By Ben Hunt | March 30, 2021 | 30

What do you get when you give a raccoon like Bill Hwang tens of billions of dollars AND invisibility from regulators so that he can run his collusion and insider trading schemes to his heart’s content? You get a rolling series of squeezes and corners. You get a market that is completely disconnected from reality. You get ridiculous Chinese companies pumped and dumped through US listings. You get a Tesla that’s valued at a trillion dollars. You get Gamestop.

I’m not saying that Hwang is responsible for all of this. I think he’s responsible for some of this. And I think there are a lot more Bill Hwangs out there.

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Hunger Games

Covid Variants

The Zimbabwe Event

By Ben Hunt | January 27, 2021

UK-Variant SARS-CoV-2 Update

By Ben Hunt | January 20, 2021

ET Podcast #3 – The Ireland Event

By Ben Hunt | January 14, 2021

The Ireland Event

By Ben Hunt | January 12, 2021

In Praise of Bitcoin

By Ben Hunt | April 28, 2021 | 56

What made Bitcoin special is nearly lost, and what remains is a false and constructed narrative that exists in service to Wall Street and Washington rather than in resistance.

The Bitcoin narrative must be renewed. And that will change everything.

Read more

Mailbag: ET Forum Edition

By Ben Hunt | April 16, 2021 | 10

We are now more than 900 Pack members strong on the ET Forum, with more than 1,000 posts contributed by smart, clear-eyed, full-hearted people from all over the world and all walks of life. Like you.

Here, I’ll show you. Here is some of the best and most thoughtful content on the internet today.

Here is the Mailbag that we need.

Here is the Mailbag that we deserve.

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The Opposite of 2008

By Ben Hunt | March 2, 2021 | 20

In 2008, the US housing market – together with a Fed that thought the subprime crisis was “contained” – delivered the mother of all deflationary shocks to the global economy.

In 2021, the US housing market – together with a Fed that thinks inflationary pressures are “transitory” – risks delivering the mother of all inflationary shocks.

The ET Pack is going to figure this out … together.

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Hunger Games

By Ben Hunt | February 4, 2021 | 31

You have been told that the odds are ever in your favor. You have been told this for your entire life.

More and more, you suspect this is a lie.

Over the past few weeks you have been told a new story. A brave story. You have been told that by banding together and acting as one, you can “democratize” the stock market.

Today, as you see the collapsing stock prices of the companies you supported, you suspect that this was a lie, as well.

What now?

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Harper's Corner

Genetically modified mosquitoes have been released in Florida. They have a "killer gene" that will diminish the disease carrying local population over time. I'm still scared.

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Search and Discovery

Archive Spotlight

Do The Right Thing

March 19, 2020

I’m angry that I have to write this note about the airline industry and how to structure the bail-out of United, Delta, American and Southwest. But I must, because the raccoons and the high-functioning sociopaths are looking to get their private losses socialized and their private gains locked in.

Bailout the airlines and their rank-and-file employees? You bet.

Bailout the CEOs and Warren Buffett? Not a chance.

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ET Live!

Office Hours 3.16.2021

March 18, 2021

Our March 2021 Office Hours. Talking about our latest notes and podcasts.

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