A Taxonomy of Humans, Evolution and Aliens (by Silly Rabbit)

Leonid Moroz has spent two decades trying to wrap his head around a mind-boggling idea: even as scientists start to look for alien life in other planets, there might already be aliens, with surprisingly different biology and brains, right here on Earth. Those aliens have hidden in plain sight for millennia…

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Mailbag: Life in Trumpland

The best part about this job, other than being recognized in random bars by 50-year old financial advisors who are always good to buy me a drink (hey, you take your celebrity where you can), is the correspondence with readers. I began writing Epsilon Theory 3+ years ago from a pretty dark place, and it’s …

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The Day After

On episode 13 of the Epsilon Theory podcast, Dr. Ben Hunt is joined in San Antonio by Grant Williams, founder and publisher of Things That Make You Go Hmmm… and co-founder of Real Vision TV. It’s the day after the 2016 presidential election and time to explore how and why Trump won, what it might mean for markets, and where Dr. Hunt and Grant are turning their attention.

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You Can Either Surf, or You Can Fight

Kilgore: Smell that? You smell that? Lance: What? Kilgore: Napalm, son.  Nothing else in the world smells like that. – Apocalypse Now (1979) Hello, hello, hello, how low? [x3]– Nirvana, Smells Like Teen Spirit (1991) Outside the bus the smell of sulfur hit Bond with sickening force.  It was a horrible smell, from somewhere down in the stomach of the …

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The China Narrative That Really Matters

I’m a China bull, let’s get that out of the way first. But like anything connected with the global industrial and commodity complex today, from Emerging Markets to MLPs to oil prices, it doesn’t matter what the Truth with a capital T might be regarding the real world economic or business fundamentals. The story is …

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When the Story Breaks

The Three Types of Fear: The Gross-out: the sight of a severed head tumbling down a flight of stairs. It’s when the lights go out and something green and slimy splatters against your arm. The Horror: the unnatural, spiders the size of bears, the dead waking up and walking around. It’s when the lights go …

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Actually Maybe Not So Excellent

Everything under heaven is in chaos; the situation is excellent. ― Mao Zedong (1893 – 1976) A quick email on China’s currency devaluation last night. The news itself is big enough, but it’s the Narrative that’s developing around the devaluation that has my risk antennae quivering like crazy. What do I mean? I mean that …

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