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Tag: Covid Variant

The Zimbabwe Event

The South African variant virus (501.V2) is not the immediate threat to the United States as the UK variant virus (B117). But 501.V2 has the potential…
Ben Hunt January 27, 2021
9 Comments

UK-Variant SARS-CoV-2 Update

The spread of B117 in a Covid-fatigued country like the US is a profoundly deflationary, risk-off, dollar higher, flight to safety event in real-world…
Ben Hunt January 20, 2021
13 Comments

ET Podcast #3 – The Ireland Event

In episode #3 of the Epsilon Theory podcast, Rusty and I discuss the spike in Covid cases in Ireland and the risk of seeing a similar "Ireland Event" …
Ben Hunt January 14, 2021
4 Comments

The Ireland Event

I believe there is a non-trivial chance that the United States will experience a rolling series of “Ireland events” over the next 30-45 days, wher…
Ben Hunt January 12, 2021
26 Comments
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