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Notes from the Diamond #2: Until the Truth Comes Out

By David Salem | October 11, 2018 | 2 Comments
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Subscription Required): http://www.epsilontheory.com/download/16726/ Comments welcome on Notes from the Diamond! Contact David directly at:     Email: david.salem@epsilontheory.com      Twitter: @dsaleminvestor P.S.  You won’t want to miss the endnotes below. End…

Rust and Blight

By Rusty Guinn | September 11, 2019 | 7 Comments
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True in my case, too, as it happens. Methodist ministers and circuit riders, although history has proven neither to be a perfect panacea for drunkenness and debauchery. coolchinamonkey “Civilization emerges….

Notes From the Field

By Ben Hunt | July 7, 2017 | 1 Comment
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a stock comedic character since Cicero’s day, and Eddie Albert on Green Acres is a farming savant compared to me. One of the nice things about the land, though, is…

The Two Churchills

By Rusty Guinn | November 21, 2017 | 2 Comments
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Rusty.Guinn@EpsilonTheory.com and Ben.Hunt@EpsilonTheory.com telling us what else you think we need to commit to as citizens to break this cycle. Let’s continue the dialogue. PDF Download (Paid Subscription Required): https://www.epsilontheory.com/download/15790/…

Manheim Steamroller

By Rusty Guinn | April 26, 2021 | 16 Comments
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some pent-up consumer demand, and yes, semi-conductor supply constraints), used vehicle values have skyrocketed since the early 2020 COVID trough. Manheim, Cox Automotive’s wholesale auction and consulting platform, publishes an…

1914 is (still) the New Black

By Ben Hunt | July 6, 2015 | 0 Comments
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cataclysmic today as they were a century ago, but the social and political dynamics are eerily alike. I’m often asked how to get a better take on a historical event…

You Still Have Made a Choice: Things that Matter #2

By Rusty Guinn | August 10, 2017 | 0 Comments
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board, such synergy between those members and their musical style and such a consistent approach to both lyrical and melodic construction. And yet they were only inducted into the Rock…

Hobson’s Choice

By Ben Hunt | March 16, 2016 | 0 Comments
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a world where principled politicians are called fascists, and fascist politicians are called principled. In most Western countries, we are one Reichstag Fire away from a complete up-ending of the…

Parasite Rex

By Ben Hunt | January 12, 2014 | 0 Comments
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behaviors are far more consistent over time than the economic fundamentals of companies or countries. I can predict with 100x more confidence what a giant pension fund is trying to…

Love in the Time of COVID-19

By Ben Hunt | February 17, 2020 | 7 Comments
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and bet on TVG or xpressbet. https://www.scmp.com/sport/racing/article/3050975/jockey-club-continues-defy-coronavirus-its-not-all-plain-sailing Em Lofgren It’s a side note, but it makes me wonder about the acceleration effect this will have on virtual reality technology. Flat…

Prophet of the Pandemic

By Luke Burgis | August 26, 2021 | 14 Comments
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and led four companies in wellness, consumer products, and technology. He’s currently Entrepreneur-in-Residence and Director of Programs at the Ciocca Center for Principled Entrepreneurship where he also teaches business at…

Terms of Service

By Ben Hunt | November 29, 2016 | Comments Off on Terms of Service

Terms of Service Epsilontheory.com, composed of its associated sites and comment sections (the “Site”), is intended to provide a venue for a robust and open exchange of information, opinions, and…

The Zeitgeist – 5.14.2019

By Ben Hunt | May 14, 2019 | 8 Comments
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December. This sort of blue sky projection lasts until China starts talking about devaluing its currency. Again. And then all EMs will tank, especially these “Asian cubs”. Again. https://www.epsilontheory.com/it-was-barzini-all-along/ Starbucks…

Deadly. Holy. Rough. Immediate.

By Rusty Guinn | September 26, 2018 | 5 Comments
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to recreate the mix of charismatic bravado, ambition and self-consciousness audiences remember from the original character. Deadly Theatre is a performance that is so deeply abstracted from its source material…

When the Product is Free, You’re the Product

By Ben Hunt | October 2, 2019 | 3 Comments
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not at all. Not. At. All. So I’m not going to belabor this point, because you can read the original notes for the full scoop. https://www.epsilontheory.com/pricing-power-pt-1/ https://www.epsilontheory.com/pricing-power-pt-2-intellectual-property/ https://www.epsilontheory.com/pricing-power-pt-3-government-collaboration/ But if…

Before You Fly The Nest: Advice for kids heading to college

By Brent Donnelly | August 5, 2022 | 4 Comments
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gig at  bdonnelly@ spectramarkets .com and on Twitter at @donnelly_brent. Also, check out his substacks at https://50in50.substack.com/  and  https://mtcbd.substack.com/. As with all of our guest contributors, Brent’s post may not represent the views of…

Adaptive Investing: What’s Your Market DNA?

By Ben Hunt | January 5, 2014 | 3 Comments
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niche. Adaptive radiation of Galapagos finches (evolutionproject.wikispaces.com) Darwin’s insight was to recognize that each separate species must have descended from a common ancestral finch, and that natural selection over hundreds…

The Three-Body Problem

By Ben Hunt | December 21, 2017 | 4 Comments
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force calculations. Remember, you know everything about these three objects … none of the physics here is a mystery. If you can do the calculation quickly enough, you can compute…

ET Zeitgeist: Now Hiring

By Ben Hunt | May 7, 2021 | 9 Comments
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buybacks with free money and Raccoon CEO compensation out of control, but the plebians and untouchables do not deserve to be paid fair wages. Schools closed no child care, why…

“Yay, Environment!”

By Ben Hunt | June 10, 2021 | 15 Comments
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recognize this as a variation of the assumptive close. The typically-but-not-always unspoken corollary to the “Yay, Good Thing!” narrative construction is “You’re not against Good Thing, are you?”, which is…