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Draft Day

By Rusty Guinn | November 7, 2018 | 9 Comments
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ones will end in humblebrags. Try to keep these discussions isolated. When you’re evaluating consistency with process, don’t introduce or allow the strategist/manager to introduce outcome into the discussion. Don’t…

Critical State Theory

By Ben Hunt | November 24, 2021 | 14 Comments
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whistle / obedience collar process pushes us in the case of Critical Race Theory! TM , where those of us who are opposed to the politicization and cartoonification of our…

Mailbag – Lucifer’s Hammer Edition

By Ben Hunt | September 11, 2020 | 8 Comments
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collage capture it so perfectly? https://www.epsilontheory.com/lucifers-hammer/ Between Covid and the election and the cri de coeur of BLM and the anxiety of back-to-school and the West in flames and 10%+…

I’m a Superstitious Man

By Ben Hunt | August 13, 2019 | 9 Comments
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Rose McGowan. https://www.epsilontheory.com/harvey-weinstein-common-knowledge-game/ What I am saying is that Epstein’s direct testimony – AND ONLY EPSTEIN’S DIRECT TESTIMONY – had the potential to create a Common Knowledge moment that could…

The NFL Has a Gambling Problem

By Rusty Guinn | November 15, 2021 | 35 Comments
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and/or rhythm”, “unnecessary and excessive” and “if repeated acts become a travesty” are best efforts to constrain activities in a game in which bodies come into limited contact. What constitutes…

The Reckless Driver! TM Narrative

By Charles Marohn | February 21, 2022 | 15 Comments
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include psychological damage induced by pandemic conditions, explanations that track neatly with other pandemic-related cultural narratives. The New York Times reports on something called “salience saturation,” the idea that Americans…

The Endemic Mindset

By Rusty Guinn | November 16, 2020 | 38 Comments
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of constraints that, through policy, force vaccinations, create an identity passport, dictate the manifestation of social norms within private residences, or any other form of Orwellian control. Are we to…

A Modern Vocational Curriculum

By Rusty Guinn | June 20, 2019 | 21 Comments
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structure optimization, credit and risk Secondary markets Quarter 2, Module 2: Statistics and Probability Conditional probabilities Measuring relationships, regression, optimization Measuring central tendency and distribution characteristics Interpretations, esp. applicability of…

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…

Breaking News #7: When the Media Failed Us: The Changing Story of the Gaza Hospital Explosion

By Harper Hunt | October 26, 2023 | 6 Comments
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Breaking News is free for everyone to access. You can grab the mp3 file below, or you can subscribe at: Join Ben Hunt, Matt Zeigler and Jack Forehand as we…

It’s a Mad, Mad, Mad, Mad Market

By Peter Cecchini | August 3, 2020 | 5 Comments
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those social-media platforms into virtual trading desks, a place to swap tips, hype stocks and talk trash as they attempt to trade their way to a quick fortune.” https://www.wsj.com/articles/everyones-a-day-trader-now-11595649609 [17]  https://www.wsj.com/articles/a-big-unknown-in-covid-19-vaccine-development-how-long-will-protection-last-11595755802 [18]…

Things Fall Apart (Part 1)

By Ben Hunt | August 8, 2018 | 10 Comments
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…political landscape. The claim that “This is the breaking of mediative and cooperation-possible political institutions and practices, and their replacement by non-mediative and cooperation-impossible political institutions and practices,” captures for…

How Lucky You Are To Be Alive Right Now

By David Salem | October 7, 2021 | 3 Comments
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imbalance persist. How did the imbalance just described become so acute? You’ll recall my discussing earlier the tendency for humans’ virtues to become vices when taken to extremes. That’s true…

When Narrative Takes Flight

By Rusty Guinn | October 14, 2021 | 18 Comments
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about 0.2% of those covering the cancelations, referenced the nature and robustness (or lack thereof, in certain circumstances) of Southwest’s less hub-and-spoke-dependent network design. Because nine articles, or about 0.7%,…

Welcome to Metaworld

By Rusty Guinn | July 16, 2021 | 28 Comments
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volume of published journalistic content, even before taking into account the disproportionate distribution bias toward such content on the social media channels used as primary news consumption vehicles for most…

Argentina Leaps

By Ben Hunt | November 22, 2023 | 23 Comments
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economy can succeed if and only if one thing happens – new capital comes into Argentina and is invested productively (ie, creates real growth, especially in export-oriented sectors) faster than…

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…