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The New ET Pro Website is Here!

By Ben Hunt | July 17, 2024 | 0 Comments
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I’m thrilled to announce the launch of a total revamp of the ET Pro website, now incorporating the ET Pro Dashboard – a direct window into our…

Why Am I Reading This Now? 07.29.24

By Harper Hunt | July 30, 2024 | 0 Comments
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Future of the Murdoch Empire www.nytimes.com Kamala Harris will not ban fracking if she wins White House, campaign says www.theguardian.com Does your vote really count in the Electoral College? thehill.com…

The Weird Thing

By Rusty Guinn | July 31, 2024 | 24 Comments
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If you haven’t been paying attention, one of the latest narratives to take root in the zeitgeist of American politics is the framing of the GOP presidential…

The Road to Total War

By Ben Hunt | August 2, 2024 | 0 Comments
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I think that the Israeli assassination of Hamas leader Ismail Haniyeh is an important milestone in our approach to the long-vol, tail-risk scenario I’m describing as the…

So What Now What?

By Ben Hunt | August 5, 2024 | 0 Comments
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Like many of you, I’ve been through more than a few of these violent leverage-unwind days. They’re oddly calm, right? Everyone is very calm today, mostly because…

Metametastasis

By Rusty Guinn | August 13, 2024 | 13 Comments
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The news hasn’t really been about the news for quite some time. Most of us learned this when we couldn’t help noticing how much news coverage was…

Uttin’ On the Itz!

By Ben Hunt | January 30, 2019 | 7 Comments
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…Narrative starts to waver or shift? If and when gold starts to work. This is what gold means in the modern age … not a store of value or some…

Notes from the Diamond #7: Hittin ‘Em Where They Ain’t (Part 2)

By David Salem | April 25, 2019 | 20 Comments
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…to play the third role that reserve currencies worthy of that label play — store of value — I have my doubts. But we’d all agree that the Euro is…

Hot and Cold

By Rusty Guinn | March 23, 2021 | 26 Comments
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…you white papers by the end of the week. tromares Yikes! Y’all acting like you’ve been locked down for a year or something. Putting a lot of store in Neil…

You Don’t Have to Dance Every Dance

By Ben Hunt | December 11, 2018 | 5 Comments
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…flags and a call for a new social contract. And we need institutions to react now. This situation goes far beyond the debate around digitalization. Yet the online space is…

Office Hours – 12.11.2018

By Rusty Guinn | December 11, 2018 | 15 Comments
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…And we can turn cookies on. And we can turn cookies off again. I understand what protecting your online data means to you. And I respect that. But it’s not…

The Only Winning Move

By Rusty Guinn | July 19, 2019 | 11 Comments
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…There is a gross sophistry to the characterization of surveillance as a cure for loneliness, but that IS, in effect, the trade of ALL of our online convenience, isn’t it?…

By Our Own Petard

By Rusty Guinn | November 20, 2019 | 11 Comments
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…Without the fee-based people essentially paying the bills these commission clients would be passed off to someone else or sent online. And they don’t want that. A lot of them…

The Zeitgeist – April 30, 2021

By Ben Hunt | April 30, 2021 | 3 Comments
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…most interesting aspect of this article comes at the end. “If you have a 3D printer yourself, you can print your own cat-sized T.Rex via the manual that Naturalis provides online,” Jacob…

Why Am I Reading This NOW?

By Ben Hunt | October 7, 2018 | 12 Comments
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…produced software. To make that mission easier, Rostelecom, its state-controlled telecoms giant, bought the two companies behind Sailfish OS, a mobile operating system developed by Nokia.” https://www.theguardian.com/technology/2018/oct/07/states-take-back-cyber-control-technological-sovereignty?CMP=share_btn_link Ben Hunt I…

The Narrative Giveth and The Narrative Taketh Away

By Ben Hunt | October 11, 2018 | 1 Comment
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…other and articles with different word choice and grammatical structures repel each other. Take a look at Quid.com and at the Epsilon Theory note “The Narrative Machine” (http://www.epsilontheory.com/the-narrative-machine/) for more….

Why Ben Sasse Loses the Game of You

By Ben Hunt | October 15, 2018 | 7 Comments
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…makes sense. Ken P Interestingly, Steve Bannon commented on this around the 8 min mark of this interview he did in Australia. The whole thing is fascinating to watch. https://www.youtube.com/watch?v=q8BGvG3pPfo…

Saudi Arabia and the Common Knowledge Game

By Ben Hunt | October 16, 2018 | 26 Comments
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…function. Ben Hunt I wrote an entire note in response to this thoughtful comment, Mark. (http://www.epsilontheory.com/putting-the-real-back-into-realpolitik/) The skinny: We must continue to engage with SA, but not as “friends”. It’s…

Putting the Real Back Into Realpolitik

By Ben Hunt | October 18, 2018 | 4 Comments
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…alpha humans from trying. ET82 It’s all Bismarck! Hell no, I have not studied 19th century German Empire. Once again it is Dan Carlin that fills in the gaps: https://www.dancarlin.com/product/common-sense-189-its-all-bismarck/…

It’s Twue, it’s Twue!

By Rusty Guinn | October 30, 2018 | 7 Comments
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…fiat news, but… According to the CRP website you reference (https://www.opensecrets.org/members-of-congress/industries?cid=N00030026&cycle=2018&type=C), Rep Luetkemeyer is in fact THE TOP recipient from the following industries in the 2017 – 2018 election cycle:…