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Wage Inflation Isn’t Coming. It’s Already Here.

By Ben Hunt | May 12, 2021 | 37 Comments
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its technical sense here, as an abstraction of an abstraction. I’ve written about these cartoons of macroeconomic data in service to political ends quite a bit (in fact, earlier this…

The Non-Linearity of Need

By Rusty Guinn | March 9, 2020 | 12 Comments
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(just based on critical cases) looks to be a couple weeks behind, say, NYC. I can certainly see why the combination of concentrated aged population centers and recent flaunting of…

The Opposite of 2008

By Ben Hunt | March 2, 2021 | 27 Comments
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Carolina coast and western slope Colorado housing prices are rising to catch up with building costs. Check out lumber, cement, copper, pvc prices. Also immigration policy has hit labor force…

Breaking News #2: The Drumbeat of Inflation

By Harper Hunt | August 17, 2023 | 16 Comments
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break open the news to reveal the Nudging language behind the headlines. Media bias is real, but not in the way you think. https://www.youtube.com/watch?v=6-gU3KM16p4&t=889s The recession-is-coming narrative is dead and…

It’s All True

By Ben Hunt | February 2, 2024 | 27 Comments
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terrorists win” kind of thing? This language of “domestic terrorists” and how Trump supporters and Biden critics are “extremists” is entirely intentional on the part of Biden and his media…

It’s All True (Eight Thoughts on Justin Mohn)

By Ben Hunt | February 2, 2024 | 27 Comments
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terrorists win” kind of thing? This language of “domestic terrorists” and how Trump supporters and Biden critics are “extremists” is entirely intentional on the part of Biden and his media…

“Yay, College!”

By Ben Hunt | January 4, 2024 | 13 Comments
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the US government. “Yay, College!” becomes narrative cover for an academic-industrial complex that rivals the medieval Catholic Church not only in its sheer size and societal reach, but also in…

The Problem with Brussels Sprouts

By Rusty Guinn | July 17, 2019 | 17 Comments
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that can create opportunities with uncorrelated sources of return. I believe that there are changes in the structure of markets that occur from time to time that can create periodic…

Too Connected to Fail

By Rusty Guinn | May 4, 2020 | 13 Comments
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concentrated cohort of oft-referenced Boomers approaching or at retirement age. Memes of “Yay, Alignment!” have shifted executive and board compensation programs toward equity-linked incentives from cash compensation, creating “necessity” on…

Nudging State, Noble Lies

By Ben Hunt | August 4, 2021 | 29 Comments
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Cass Sunstein, wherein they describe a system of “libertarian paternalism” for State-directed “choice architectures” to improve public policy outcomes by influencing our behavior through clever framing techniques. To be clear,…

Off Wall Street and Off-Off Wall Street

By Brent Donnelly | January 22, 2021 | 10 Comments
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Regulatory Authority (“FINRA”) and the Securities Exchange Commission (‘SEC”), and/or HBUS, which is regulated by the Office of the Comptroller of the Currency (“OCC”), the U.S. Commodity Futures Trading Commission…

Chapter 5: The Axe that Never Was

By Rusty Guinn | December 21, 2024 | 28 Comments
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relationship but similarly independent of social or cultural reinforcement. In practice, however, archaeological evidence still suggests that early hominin social structures and rudimentary forms of proto-communication almost certainly accelerated the…

Starry Eyes and Starry Skies

By Rusty Guinn | April 29, 2019 | 14 Comments
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powerfully connected because education is topically connected. Health care institutions are attached to colleges. University research studies influence industry, technology and commercial research. Graduates take jobs in industry. But its…

“Suicide Bomber” vs suicide bomber

By Ben Hunt | December 29, 2020 | 19 Comments
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on taking audience reach of articles into account. You’re correct that metadata like publication reach isn’t part of the NLP algo, which is really just a brute force linguistic comparison….

Portrait of a Very Serious Investor

By Demonetized | January 29, 2021 | 3 Comments
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challenge their betters?  Ordnung muss sein. The Very Serious Investor couches his objections in the language of finance. “stocks divorced from fundamentals” “inefficient capital allocation” “significant mispricings in the cost…

The Goldstein Machine

By Rusty Guinn | March 9, 2025 | 28 Comments
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an ecosystem of academics, administrators, cancellation artists, and professional wokescolds, it’s an army of podcasters, media personalities, preachers, minor officials and politicians willing to trade a bit of integrity for…

Epsilon Theory Manifesto

By Ben Hunt | June 1, 2013 | 4 Comments
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remark that Christie herself was probably unaware of these patterns, follow this link:   https://www.kiangle.com/notes-from-the-agatha-christie-code/   Also, again based on concordance research, it seems that Christie was succumbing to dementia…

Notes from the Diamond #3: Everything Has Its Price

By David Salem | October 26, 2018 | 7 Comments
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management and baseball PDF Download (Paid Subscription Required): https://www.epsilontheory.com/download/17005/ Comments welcome on Notes from the Diamond! Contact David directly at:     Email: david.salem@epsilontheory.com      Twitter: @dsaleminvestor Endnotes [1] Paul and Lloyd Waner notched…

The Zeitgeist – 5.21.2019

By Ben Hunt | May 21, 2019 | 2 Comments
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… you’re nuts. https://www.epsilontheory.com/you-dont-have-to-dance-every-dance/ Rise in CMBS IO Loan Issuance Surpasses Pre-Recession Levels, Worrying Some in the Industry [NREI] Competition that is fueling a spike in interest-only (IO) loan issuance…

Fiat Money, Fiat News

By Ben Hunt | January 4, 2017 | 4 Comments
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Lateran Council of the Catholic Church decreed that everyone, king and commoner alike, should practice individual confession. In a very real sense, the IDEA of privacy — the concept of…