The Opposite of 2008

By Ben Hunt | March 2, 2021 | 14 Comments

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 Saga

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

The Invulnerable Hero*

By Rusty Guinn | January 28, 2021 | 15

No, the real story here probably isn’t about a revolution against Wall Street. But that doesn’t mean that there isn’t an opportunity to build a movement – right now – to transform it toward fair, free and open markets.

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Off Wall Street and Off-Off Wall Street

By Brent X. Donnelly | January 22, 2021 | 9

Everything you always wanted to know about r/Wallstreetbets and Gamestop*

*but were afraid to ask

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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

The Dr. Seuss estate will no longer be publishing 6 books that they feel contain offensive language and imagery. This includes 'And to Think I Saw It On Mulberry Street' and 'If I Ran the Zoo'.

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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! – 2.16.2021

February 16, 2021

Check out our February 2021 ET Live!

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