All Epsilon Theory Content

All Epsilon Theory Content

 

Everything we have published at Epsilon Theory since 2013, an archive of more than 1,000 evergreen notes.

Libor

By Harper Hunt | January 13, 2022 | 0 Comments

Jonathan Plotkin is a longtime ET reader and brilliant cartoonist. For years he’s been sending Ben illustrations inspired by our notes and we’ve been dying…

That Funny Feeling

By Brent Donnelly | January 10, 2022 | 37 Comments

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 an impersonator for any reason.

Kinda gives you that funny feeling that we’re being played. Again.

Cursed Knowledge #7: Birkin Bags

By Harper Hunt | January 7, 2022 | 0 Comments

Birkin bags are one of the ultimate symbols of status. But how did that happen? And are they worth the hype?

Federal Reserve

By Harper Hunt | January 3, 2022 | 0 Comments

Jonathan Plotkin is a longtime ET reader and brilliant cartoonist. For years he’s been sending Ben illustrations inspired by our notes and we’ve been dying…

An Inconvenient Truce Revisited

By Rusty Guinn | January 3, 2022 | 72 Comments

Polarization often isn’t an accident. It is the result of intentional Narrative construction – constructions designed to make us believe that we are sane and unfairly judged, and that our opponents are insane and hypocritical.

Understanding how to recognize and respond to these constructions in the wild is now an indispensable skill of the citizen.

An Inconvenient Truce

By Rusty Guinn | January 3, 2022 | 72 Comments

Polarization often isn’t an accident. It is the result of intentional narrative construction – constructions designed to make us believe that we are sane and unfairly judged, and that our opponents are insane and hypocritical.

Understanding how to recognize and respond to these constructions in the wild is now an indispensable skill of the citizen.

RIP, Expertise

By Ben Hunt | December 30, 2021 | 0 Comments

This is an unedited thread from the ET Forum that I’ve republished in close to its entirety and put outside the paywall. It’s just one example of why the ET Forum is the best thing on the Internet today … thousands of posts across hundreds of threads, written by truth-seekers from all over the world and all walks of life, speaking to each other with respect and curiosity. If this is your Pack, join us!

25 Anti-Mimetic Tactics for Living a Counter-Cultural Life

By Luke Burgis | December 13, 2021 | 10 Comments

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 life that is a little more free from the herd, and a bit more open to the spontaneity and wonder of new things.

Inflation/Deflation

By Harper Hunt | December 8, 2021 | 0 Comments

Jonathan Plotkin is a longtime ET reader and brilliant cartoonist. For years he’s been sending Ben illustrations inspired by our notes and we’ve been dying…

Inflation and the Common Knowledge Game

By Ben Hunt | December 8, 2021 | 80 Comments

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 here? To a Man With a Plan, I think. And war.

The Medium is the Message

By Rusty Guinn | November 30, 2021 | 10 Comments

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

By Ben Hunt | November 29, 2021 | 12 Comments

Skipping the Greek letter Xi in naming the latest Covid variant is ridiculous, not dangerous.

What’s dangerous is WHO leadership placing Chinese political interests ahead of global health interests.

Critical State Theory

By Ben Hunt | November 24, 2021 | 14 Comments

This note is about the narrative process that makes it so politically difficult to say that yes, parents are responsible for their children’s education AND yes, our children should be taught the fact of embedded racism in our nation’s history.

And why it’s so important that we do so, anyway.

Cursed Knowledge #6: F*ck Almonds

By Harper Hunt | November 16, 2021 | 0 Comments

Move over Hollywood! Almonds are one of the most lucrative and fastest growing industries in California. Unfortunately they’re not as good for us as you’d think.

Prime Time in Crypto

By Marc Rubinstein | November 16, 2021 | 0 Comments

No one gives a clearer explanation of how financial institutions work than ET contributor Marc Rubinstein, and his primer on prime brokerage services (and its extension into crypto) is no exception.

The NFL Has a Gambling Problem

By Rusty Guinn | November 15, 2021 | 35 Comments

The outcomes of NFL games are inordinately influenced by officials relative to other sports. This is not new. The narrative environment faced by the NFL in 2021, however, IS new.

I’m not sure they’re ready for it.

Taiwan

By Harper Hunt | October 27, 2021 | 0 Comments

Jonathan Plotkin is a longtime ET reader and brilliant cartoonist. For years he’s been sending Ben illustrations inspired by our notes and we’ve been dying…

The Mandarin Class

By Ben Hunt | October 22, 2021 | 62 Comments

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

By Rusty Guinn | October 14, 2021 | 18 Comments

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 three days of moderate operational difficulties at the ninth largest global airline, as measured by passenger-miles.

No Time to Die: China Banks Edition

By Marc Rubinstein | October 7, 2021 | 5 Comments

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 Rubinstein was there at the beginning when Chinese banks went public, and he’s here now to review the sector.