Narrative and Metaverse, Pt. 1: The Living Word
The past, present and future of human freedom is not determined in the macroverse but in the metaverse, and it is here where we must make our stand. F…
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That Funny Feeling
The AI censors at YouTube banned a video by ET contributor Brent Donnelly for all the wrong reasons.
Meanwhile, the AI censors at Twitter won't ban a…
An Inconvenient Truce
Polarization often isn't an accident. It is the result of intentional narrative construction - constructions designed to make us believe that we are s…
25 Anti-Mimetic Tactics for Living a Counter-Cultural Life
The social rewards that come from imitating others feel good, but they come at a high price.
Here are 25 Anti-Mimetic ideas that can help us craft a…
Inflation and the Common Knowledge Game
At whatever point in time you think inflation will start to fade, you are being too optimistic.
Why? Because common knowledge.
Where do we go from h…
The Medium is the Message
Social media is not just a delivery mechanism for content.
The delivery of content through social media IS the content.
Defund the World Health Organization
Skipping the Greek letter Xi in naming the latest Covid variant is ridiculous, not dangerous.
What’s dangerous is WHO leadership placing Chinese po…
Critical State Theory
This note is about the narrative process that makes it so politically difficult to say that yes, parents are responsible for their children's educatio…
Prime Time in Crypto
No one gives a clearer explanation of how financial institutions work than ET contributor Marc Rubinstein, and his primer on prime brokerage services …
The NFL Has a Gambling Problem
The outcomes of NFL games are inordinately influenced by officials relative to other sports. This is not new. The narrative environment faced by the N…
The Mandarin Class
I don't think there's anything illegal in how Fed governors trade their personal accounts.
No, I think it's much worse than that.
When Narrative Takes Flight
We find ourselves together now at the stage of the Widening Gyre in which your political identity now determines the reality you wish to accept about …
No Time to Die: China Banks Edition
With $300+ billion of assets, Evergrande is big, but if you want REALLY big, take a look at the balance sheets of Chinese banks.
ET contributor Marc …
The Uncontained Spark
There is an uncontained spark in the financial world today, a spark that emerged from the unlikeliest of places, a federal courthouse in Florida.
It'…
Zeroism and the Allocator Status Quo
ET contributor Matthew Edwards pushes back on seven rules that allocators often apply to new managers.
1) We don’t do crypto.
2) We only invest in …
Unanchored
ET contributor Brent Donnelly starts up where he left off, with a new launch of AM/FX and a new riff on the classic ET note, "Snip!".
In the immortal…
Whitestone Bridge
Our true enemies on 9/11 - the Deep State of Saudi Arabia and the Deep State of Pakistan - are our true enemies still.
And we won't defeat them until…
Notes from Camp Kotok 2021
ET contributor Brent Donnelly with an end-of-summer compilation of the top--of-mind topics at Camp Kotok!
Prophet of the Pandemic
Sophocles knew it. Dostoevsky knew it.
Disruption to the biological order and disruption to the social order are one and the same.
Afghanistan and the Common Knowledge Game
When the State Department announced on August 12th that it was removing all remaining non-essential personnel from Kabul within 3 days and was conside…