We're Hiring!

Second Foundation Partners is looking to hire for three new positions!

Please check out Careers at Epsilon Theory for more details, and please distribute the link to anyone you think might be interested!

ET Pro Geopolitical Conflict Monitor

Why Am I Reading This Now? 08.14.23

By Harper Hunt | August 16, 2023 | 0 Comments

Recent major media stories that feel to us like they’re part of a larger Narrative campaign.

One Good Idea

By Ben Hunt | August 15, 2023 | 0 Comments

We’re reconfiguring the entire ET Pro service to support our Big Idea for 2023: long-dated interest rates are coming unmoored, meaning that 10-year+ Treasury yields and mortgage rates are poised not only to go significantly higher, but to do so in a sharp, punctuated and painful fashion.

Language is a Virus: Mike Pence edition

By Ben Hunt | August 11, 2023 | 61 Comments

This is not a note about Mike Pence.

This is a note about language.

This is a note about how viral words of *therapy* have infected blue tribe brains and viral words of *war and conflict* have infected red tribe brains, words that change the way we see the world and speak to the world. Words that change the way we THINK.

Cursed Knowledge #17: Frances Ethel Gumm and the Wizard of Oz

By Harper Hunt | August 10, 2023 | 1 Comment

Harper and Ben finally get a chance to talk about the Wizard of Oz and the not so wonderful behind the scenes production. Of course this was par for the course in the Golden Age of Hollywood as the studio star making system controlled everything. And we do mean everything.

How To Live Forever: The Future Is Shaped By The Art We Make

By Scott Bradlee | August 8, 2023 | 10 Comments

A beautiful note by musician/composer Scott Bradlee, of Postmodern Jukebox fame, on the permanence and power of art.

Mythology IS the song.

What will your verse be?

Why Am I Reading This Now? 08.07.23

By Harper Hunt | August 7, 2023 | 0 Comments

Recent major media stories that feel to us like they’re part of a larger Narrative campaign.

Breaking News #1: The Water In Which We Swim

By Harper Hunt | August 3, 2023 | 0 Comments

In our kick-off episode, Ben, Matt and Jack talk about why we’re here – to break open the news reported by mainstream media to reveal the Nudging language of narrative and story that drives us.

We focus on the reporting of inflation as a perfect example of what we call Fiat News.

The Economic Perception Model

By Kyla Scanlon | August 2, 2023 | 9 Comments

Recession – like beauty – is in the eye of the beholder. Unlike beauty, though, our economic perceptions are far more likely to fall into the self-imposed traps of cynicism and nihilism.

Why Am I Reading This Now? 07.31.23

By Harper Hunt | July 31, 2023 | 0 Comments

Recent major media stories that feel to us like they’re part of a larger Narrative campaign.

Hagakure: The Secret Wisdom of the Samurai

By Brent Donnelly | July 28, 2023 | 5 Comments

This is the Way.

Not just for the samurai but for the trader.