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The Talented Mr. Ripley

By Ben Hunt | April 27, 2015 | 0 Comments

The more I practice, the luckier I get. – Gary Player (b. 1935) Luck is the residue of design. – Branch Rickey (1881 – 1965) I’ve…

It’s Still Not About the Nail

By Ben Hunt | April 14, 2015 | 0 Comments

Reader reaction to the March 31 Epsilon Theory note, “It’s Not About the Nail”, was probably the strongest and most positive for any note to…

It’s Not About the Nail

By Ben Hunt | March 31, 2015 | 0 Comments

Do, or do not. There is no try.” – Yoda, “Star Wars: Episode V – The Empire Strikes Back” (1980) I see it all perfectly;…

Troy Will Burn – the Big Deal about Big Data

By Ben Hunt | March 16, 2015 | 0 Comments

For the life of me, I don’t understand the debate [over the NSA metadata program]. – Jeb Bush, February 18, 2015 The Central Intelligence Agency…

Epsilon Theory Mailbag: Bitcoin and Big Data

By Ben Hunt | March 9, 2015 | 0 Comments

One of the best parts of authoring Epsilon Theory is the correspondence I get from readers. For the past few months, however, I’ve been frustrated…

Why Take a Chance?

By Ben Hunt | February 24, 2015 | 0 Comments

Vinny Forlano: He won’t talk. Stone is a good kid. Stand-up guy, just like his old man. That’s the way I see it. Vincent Borelli:…

The Effete Rebellion of Bitcoin

By Ben Hunt | February 17, 2015 | 0 Comments

In structure, Bitcoin is a bearer bond.

In meaning, Bitcoin is the cautious expression of a rebellious identity. 

First Known When Lost

By Ben Hunt | February 3, 2015 | 0 Comments

I never noticed it until ‘Twas gone – the narrow copse Where now the woodman lops The last of the willows with his bill –…

7 Quick Points on Europe

By Ben Hunt | January 26, 2015 | 0 Comments

#1) Here are the most relevant recent notes for an Epsilon Theory perspective on the underlying political and market risks in Europe: “The Red King”…

Ghost in the Machine, Part 1

By Ben Hunt | January 20, 2015 | 0 Comments

  The way out is through the door. Why is it that no one will use this method? ― Confucius (551 – 479 BC) Tanzan…