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Chapter 6: The Possibility Engine

By Rusty Guinn | 22 Comments

Humans evolved to acquire symbols as quickly as possible.

Language and storytelling evolved to be acquirable as easily as possible.

That’s why our tales spin us.

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Why Am I Reading This Now? 12.30.24

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



Why Am I Reading This Now? 12.23.24

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



Why Am I Reading This Now? 12.16.24

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



Why Am I Reading This Now? 12.09.24

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



Why Am I Reading This Now? 12.02.24

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



In Praise of Bitcoin

By Ben Hunt | 62 Comments

What made Bitcoin special is nearly lost, and what remains is a false and constructed Narrative that exists in service to Wall Street and Washington rather than in resistance.

The Bitcoin narrative must be renewed. And that will change everything.

Recent Notes

One MILLION Dollars

By Ben Hunt

Dr. Evil: Gentlemen, it has come to my attention that a breakaway Russian Republic called Kreplachistan will be transferring a nuclear warhead to the United…

Season of the Glitch

By Ben Hunt

When I look over my shoulder What do you think I see? Some other cat lookin’ over His shoulder at me. – Donovan, “Season of…

When the Story Breaks

By Ben Hunt

The Three Types of Fear: The Gross-out: the sight of a severed head tumbling down a flight of stairs. It’s when the lights go out…

Breaking Bad

By Ben Hunt

Jesse: And why’d you go and tell her I was selling you weed? Walt: Because somehow it seemed preferable to admitting that I cook crystal…

Actually Maybe Not So Excellent

By Ben Hunt

Everything under heaven is in chaos; the situation is excellent. ― Mao Zedong (1893 – 1976) A quick email on China’s currency devaluation last night.…

“Suddenly, Last Summer”

By Ben Hunt

A quick Epsilon Theory email and a quick announcement. Announcement first. I’ll be giving a 1-hour webcast on Risk Premia strategies next Tuesday, August 4th,…

The New TVA

By Ben Hunt

War is too important to be left to the generals. – Georges Clemenceau (1841 -1929) Competition has been shown to be useful up to a…

1914 is (still) the New Black

By Ben Hunt

There are decades where nothing happens; and there are weeks where decades happen. – Vladimir Lenin (1870 – 1924)  In 1914, Europe had arrived at…

1914 is the New Black

By Ben Hunt

Man in Black: All right. Where is the poison? The battle of wits has begun. It ends when you decide and we both drink, and…

Inherent Vice

By Ben Hunt

Want to get hours of your week as a professional investor back? Want to reduce pointless portfolio activity and bad use of time with clients? Stop predicting games of chicken.

Two Growth Announcements and One Not So Much

By Ben Hunt

I’m with you in Rockland where we are great writers on the same dreadful typewriter. – Allen Ginsberg, “Howl” (1956)  Give me a long enough…

Sometimes a Cigar is Just a Cigar

By Ben Hunt

More on Information Theory.

More Probable Than Not

By Ben Hunt

The only thing that I ask from this group today and the American people is to judge me from this day forward. That’s all I…

The Talented Mr. Ripley

By Ben Hunt

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

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

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

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

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

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

In structure, Bitcoin is a bearer bond.

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

ZG-item-cap-black

Why Am I Reading This Now? 12.30.24

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



Why Am I Reading This Now? 12.23.24

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