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AI R Us

By Ben Hunt | 215 Comments

The scariest thing about large language model AIs isn’t their fundamental human-ness.

It’s the fundamental AI-ness of human intelligence.

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Why Am I Reading This Now? 03.27.23

Recent major media stories that feel to us like they’re part of a larger narrative campaign.



Why Am I Reading This Now? 03.20.23

Recent major media stories that feel to us like they’re part of a larger narrative campaign.



Why Am I Reading This Now? 03.13.23

Recent major media stories that feel to us like they’re part of a larger narrative campaign.



Why Am I Reading This Now? 03.06.23

Recent major media stories that feel to us like they’re part of a larger narrative campaign.



Why Am I Reading This Now? 02.27.23

Recent major media stories that feel to us like they’re part of a larger narrative campaign.



Recent Notes

Hello Darkness My Old Friend

By Ben Hunt

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

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

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)

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Why Am I Reading This Now? 03.27.23

Recent major media stories that feel to us like they’re part of a larger narrative campaign.



Why Am I Reading This Now? 03.20.23

Recent major media stories that feel to us like they’re part of a larger narrative campaign.