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Tell My Horse

By Ben Hunt | June 12, 2017 | 0 Comments
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in the accommodations we all have made to the Hollow Market — particularly our collective embrace of ETFs + index products and our collective tolerance for central bank magic spells…

Long Short-Term Memory, Algorithms for Social Justice, and External Cognition (by Silly Rabbit)

By Ben Hunt | June 14, 2017 | 0 Comments
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body camera footage shows racial disparities in officer respect This paper presents a systematic analysis of officer body-worn camera footage, using computational linguistic techniques to automatically measure the respect level…

Post-Fed
Follow-Up

By Ben Hunt | June 22, 2017 | 0 Comments
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stimulative fiscal policy emerge from the Trump-cleared DC swamp <sarc>? Umm … no. Was the real economy off to the races with sharp increases in CPI, consumer spending, and other…

Gradually and Then Suddenly

By Ben Hunt | July 18, 2017 | 0 Comments
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with the most accommodative monetary policy in the history of the world, with the easiest money to borrow that corporations have ever experienced, with all the amazing technological advancements that…

Algorithmic Complexes, Alpha Male Brains, and Winnie the Pooh (by Silly Rabbit)

By Ben Hunt | July 19, 2017 | 0 Comments
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in specific subfields or AI/machine learning as a whole. Very interesting charts on AI versus human performance in image recognition, chess, book comprehension, and speech recognition (keep scrolling down; it’s…

Whom Fortune Favors: Things that Matter #1, Pt. 2

By Rusty Guinn | July 27, 2017 | 0 Comments
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on a presumption of precise certainty about outcomes in markets is a surefire way to over-bet, potentially leading to a complete loss of capital. Now, scaling back is easy if…

Programmable Money & Auto Public Offerings (by Silly Rabbit)

By Ben Hunt | August 1, 2017 | 0 Comments
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The more data we have and the better we understand history, the faster history alters its course, and the faster our knowledge becomes outdated.” PDF Download (Paid Subscription Required): http://www.epsilontheory.com/download/15929/…

AI BS Detectors & the Origins of Life (by Silly Rabbit)

By Ben Hunt | August 8, 2017 | 0 Comments
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interactive graphics framed around the historical 1914 No Man’s Land Ceasefire. Check out more fascinating and deeply educational games from creator Nicky Case here. PDF Download (Paid Subscription Required): http://www.epsilontheory.com/download/15916/…

Data Access Battles, Creative Thinking & Full Script AI (by Silly Rabbit)

By Ben Hunt | August 15, 2017 | 0 Comments
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sure, small — and currently obscure — court cases like these will, cumulatively, end up setting the precedents which will have a significant impact on the evolution and ownership of…

Revenge of the Humans, Emojis & Mushrooms (by Silly Rabbit)

By Ben Hunt | August 22, 2017 | 0 Comments
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write-up here, and full technical paper here. Useful skills like VR, NLP and… econometrics? This list of fastest-growing freelancer skills compiled by Upwork, a job site that matches freelancers with…

Youth, Immutable Content, and the Secondhand Scoop (by Silly Rabbit)

By Ben Hunt | September 20, 2017 | 0 Comments
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the author describes as “An earnest attempt to answer the following question scientifically: What words ought to exist?” using “computational cryptolexicography, n-Markov models, coinduction…” PDF Download (Paid Subscription Required): http://www.epsilontheory.com/download/15857/…

The Myth of Market In-Itself: Things That Matter #3, Pt. 1

By Rusty Guinn | September 28, 2017 | 0 Comments
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while fundamental characteristics of an investment may only technically manifest themselves in some terminal event, they are effectively still very predictive because we can have a high degree of confidence…

Information Bottlenecks, Fake News and Boredom (by Silly Rabbit)

By Ben Hunt | October 4, 2017 | 0 Comments
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of qubit — the building block of quantum computers – that they say will finally make it possible to manufacture a true, large-scale quantum computer. Microsoft now has 8,000 AI…

Massively Fast Compute, AI Algorithms and Blockchain Development (by Silly Rabbit)

By Ben Hunt | October 11, 2017 | 0 Comments
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new code will be included in an Oct. 17 upgrade to the Ethereum blockchain, adding a level of encryption that lets trades remain private. PDF Download (Paid Subscription Required): http://www.epsilontheory.com/download/15828/…

The Myth of Market In-Itself: Things That Matter #3, Pt. 2

By Rusty Guinn | November 9, 2017 | 0 Comments
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challenge. Behavior exists. Tribes exist. Taxonomies exist. “Communications Policy” exists. Rejecting them doesn’t mean rejecting their existence, and it absolutely doesn’t mean that we ought not to invest and trade…

Harvey Weinstein and the Common Knowledge Game

By Ben Hunt | November 13, 2017 | 0 Comments
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you. So yeah, go ahead. It’s your choice. Of course no one goes public, because a Hobson’s Choice is not a real choice . Only a victim with Missionary power…

Wall Street’s Merry Pranks: Things that Matter #4

By Rusty Guinn | December 12, 2017 | 0 Comments
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back through a funnel into Fudd’s face. The piece itself is a musical imagining of Germany’s version of the classic trickster character. Of course, it’s Germany, so the pranks are…

The Fundamentals Are Sound

By Rusty Guinn | February 8, 2018 | 0 Comments
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enough time, securities prices can diverge enough from the price of comparable investments in ways that influence enough investors to abandon the idea that the accumulated information contained in yesterday’s…

What is it, really?

By Rusty Guinn | March 6, 2018 | 0 Comments
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conventions for a concept like “U.S. Large Cap Stocks”, for example, we would find it difficult to do a great many things with much efficiency. Economic constructs like sectors and…

Investing with Icarus

By Rusty Guinn | March 28, 2018 | 0 Comments
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have the devices we carry in our pockets because many thousands of researchers, designers and other scientists discovered the electrical conductivity of copper, the thermal conductivity of aluminum, the fracture…