ET Pro Regulation Monitor

Trade and Tariffs Monitor – 11.30.2018

By Rusty Guinn | November 30, 2018 | Comments Off on Trade and Tariffs Monitor – 11.30.2018

Access this month’s monitor slides in Powerpoint and in PDF. Access the monitor values in Excel. Thanks to a remarkably concentrated November point-in-time measure, our attention measure rose sharply. There…

Credit Cycle Monitor – 11.30.2018

By Rusty Guinn | November 30, 2018 | Comments Off on Credit Cycle Monitor – 11.30.2018

Access this month’s monitor slides in Powerpoint and in PDF. Access the monitor values in Excel. Our single point attention measure rose from floor levels in…

FAQs and Guide to Narrative

By Rusty Guinn | November 29, 2018 | Comments Off on FAQs and Guide to Narrative

Some of our terminology, exhibits and analyses may not be immediately intuitive. We’ve assembled a short guide to help you familiarize yourself with the Epsilon Theory frameworks.

Burn. It. Down.

By Ben Hunt | November 28, 2018 | 19 Comments

It’s almost as if there’s a ruling class.

Even When I Lie

By Rusty Guinn | November 28, 2018 | 28 Comments

There are three reasons a person becomes a liar: he believes that he must, he believes that he may, or he believes it serves a Greater Truth.

In the News | Week of 12.3.2018

By Rusty Guinn | November 28, 2018 | Comments Off on In the News | Week of 12.3.2018

Key articles for companies reporting the week of December 3, 2018

Take Back Your Thinking

By Neville Crawley | November 26, 2018 | 7 Comments

In the Common Knowledge World, we lose the ability to distinguish between what we think and what we think we think. It’s Fiat Thought, and here’s how you beat it.

Deals Are My Art Form

By Rusty Guinn | November 26, 2018 | 2 Comments

The emphasis of asset owners on private assets investments is meta-stable – robust to a lot of potential changes in market environment. The reason? The deals! Meme.

American Gods

By Ben Hunt | November 25, 2018 | 12 Comments

Every idea has a story, but the story is not the idea. Stories are born, they live, and they die. But if the idea is powerful enough, it can find a new story and be reborn. Crypto must find a new story.

What’s Your Metagame? An Open Letter to the Crypto Community

By Ben Hunt | November 23, 2018 | 21 Comments

It’s an invitation to explore a joint research program, as described in TFA3. It’s an invitation to share ideas on liberty, resistance and technological advancement. It’s NOT an invitation to share ideas about money.