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Narrative is not a Disease. Narrative is Us.

By Ben Hunt | September 16, 2019 | 3 Comments
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mind. Clear Eyes, Full Hearts, Can’t Lose. https://www.epsilontheory.com/clear-eyes-full-hearts-cant-lose/ Not from the top-down, but from the bottom-up. Not from a political party, but from a social movement. This is Make/Protect/Teach. https://www.epsilontheory.com/the-long-now-pt-2-make-protect-teach/…

I’m Trying To Understand Hedonic Adjustments

By Brent Donnelly | May 10, 2021 | 13 Comments
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of relative satisfaction from consumption of goods. In price index methodology, hedonic quality adjustment has come to mean the practice of decomposing an item into its constituent characteristics, obtaining estimates…

Inherent Vice

By Ben Hunt | June 22, 2015 | 0 Comments
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US energy producers? Chicken. ECB vs. the Swiss National Bank? Chicken. Fed monetary policy communications to markets? Chicken. Abenomics? Chicken. US policy towards China? Chicken. ISIS vs. the world? Chicken….

Remembering the Face of Your Father

By Ben Hunt | October 16, 2024 | 7 Comments
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with ancestral communion. Josiah, King of Judah some 600 years before Christ, abolished all ceremonies associated with ancestor remembrance as they veered too closely towards Egyptian ‘necromancy’. Today, Catholicism and…

The World ‘Twixt Ought To and Is

By Rusty Guinn | August 18, 2019 | 9 Comments
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radiation measurement tools and spectrometers counting carbon-14 atoms function? Or is the composition of the bone itself changed? Within any religious community, there are legalistic subcultures which find positively nonsensical…

The Rent Is Too Damn Low

By Ben Hunt | November 25, 2019 | 8 Comments
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“In 2006 Mishkin co-authored a report called Financial Stability in Iceland.[4] The report maintained that Iceland’s economic fundamentals were strong. The report was commissioned by the Icelandic Chamber of Commerce…

Letter From a Birmingham Museum

By Ben Hunt | July 3, 2018 | 23 Comments
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this will convince independent-thinking Republicans to vote Democrat or independent-thinking Democrats to vote Republican. But it will absolutely make both independent-thinking Republicans and independent-thinking Democrats doubt themselves and their own…

Whom Fortune Favors: Things that Matter #1, Pt. 1

By Rusty Guinn | July 6, 2017 | 0 Comments
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companies, the decisions of individuals who chose whether to buy or sell that company’s products, global weather phenomena, collective actions of terrorist groups, trillions of trading decisions made by computers…

Virtue Signaling, or … Why Clinton is in Trouble

By Ben Hunt | September 29, 2016 | 19 Comments
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Democratic candidate isn’t Clinton, it’s Clinton™. Having chosen (or more accurately, anointed) a profoundly hypocritical and opportunistic pragmatic candidate, Democratic mouthpieces are now in the uncomfortable position of manufacturing enthusiasm…

Things Fall Apart (Part 3)

By Ben Hunt | October 24, 2018 | 23 Comments
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found that reactions to one are predictive of reactions to the other. If you’re resistant to the circumstantial evidence for global climate change, I bet you’re resistant to the circumstantial…

Meta Information

By Ben Hunt | October 15, 2020 | 8 Comments
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might have had … well, they’ve been exceeded by a factor of ten through this bonkers effort by the crack Facebook and Twitter comms team to “fact check” the NY…

Overserved

By Ben Hunt | July 20, 2020 | 14 Comments
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blast email came with a few “Space X Confidential and Proprietary” powerpoint slides, chock full of chart crimes like this, where the specific $5 billion addressable market has more graphical…

The Zeitgeist – 3.14.2019

By Ben Hunt | March 14, 2019 | 15 Comments
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“places content” from Motley Fool. Motley Fool writes a puff piece on a Chinese “social video and online dating specialistcompany called Momo (you can’t make this shit up). But…

Taiwan is now Arrakis

By Ben Hunt | July 27, 2020 | 33 Comments
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one of the ur-texts of modern science fiction. There’s this galactic empire, see, and interstellar travel requires access to a certain narcotic drug, colloquially called “spice”, which only exists on…

The Merger Is Complete

By Peter Cecchini | December 8, 2020 | 4 Comments
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backed securities were at the epicenter of the crisis. In 2020, private corporate and commercial loans, as well as, commercial mortgage backed securities (CMBS) are at the center of the…

How It Started. How It’s Going.

By Ben Hunt | October 20, 2020 | 10 Comments
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destruction that’s inherent in economic growth. You need not believe that climate change is anthropogenic to see the destruction of our woods, wildlife, and water caused by economic — by…

The Rake

By Ben Hunt | November 12, 2019 | 10 Comments
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buybacks were not allowed unless the company paid out a certain % as dividends in that calendar year? Say 50%? Also, all shareholder communication about buybacks should include full disclosure,…

SchrΓΆdinger’s Staredown

By Rusty Guinn | January 20, 2019 | 17 Comments
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a Competition Game, the gyre continues to widen because both the cause and effect of each widening event – its abstraction into existential memetic symbols – are the same. A…

The Third Rail Switch

By Rusty Guinn | February 23, 2021 | 21 Comments
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colored clusters are very linguistically similar. Closeness and connecting lines also indicate dimensions of linguistic similarity. North, south, east and west have no meaning outside of distance and connectivity. The…

2 Fast 2 Furious

By Ben Hunt | June 23, 2013 | 0 Comments
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Here Is … Failure to Communicate, a sequel made necessary by the market fall-out from the FOMC announcement on Wednesday. The Fed’s communications to the market are clearly not having…