Ben Hunt | TalkMarkets | Page 4
Chief Investment Strategist
Contributor's Links: Salient Epsilon Theory
Ben Hunt is the chief investment strategist at Salient and the author of Epsilon Theory, a newsletter and website that examines markets through the lenses of game theory and history. Over 100,000 professional investors and allocators across 180 countries read Epsilon Theory for its fresh ...more

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In The Trenches: As Good As It Gets
The stability caused by a decade of central bank financial suppression has led to the unintended consequence of creating a more fragile global financial system… one more vulnerable to shocks.
The Madame Bovary Effect
How would I describe the price action in Bitcoin over the past five or six months? Boring. Utterly boring. To be clear, I have no idea why the price of Bitcoin has flatlined in the mid-6k range.
Getting Out: A Godfather Story
How did Vito Corleone get out, while Michael failed? Michael never trusted anyone in the way that Vito did. Michael was obsessed with finding the answer, an impossibility in the game of organized crime. Or the game of markets.
Funding Secured
Can you imagine if Tesla were moving forward with the Saudi sovereign wealth fund in a take-private transaction? Can you imagine the uproar over doing this sort of major deal with the Saudis after the Khashoggi murder? Well, no need to imagine.
The Power Of ‘AND’, And The Walmartization Of Advice
Yes, Walmart has improved the tangible quality of life for hundreds of millions and I’m not sure any of that made us happier and I’m not completely sure how to balance those things, which is why I’d prefer to let the market do so.
Clear Eyes, Full Hearts, Can’t Lose
In politics we have what Yeats called a widening gyre. In markets we have a black hole, where the massive performance gravity of passively managed large cap stocks pulls all investors into its clutches over time.
It’s A Floor Wax And A Dessert Topping
On Sept. 18, the NY Attorney General’s office released a scathing report on crypto exchanges. Three were referred for prosecution, and the largest – Coinbase – was described as maintaining a “proprietary trading” operation.
But Our Interests Are Aligned!
What I am saying is that you can sell a lot of software if you pay your sales team handsomely and investors don’t care about the expense or the profitability of those sales.
Men Who Wear Hats
When fashion turns – and it always does – you’re in for a rude awakening.
One Ring To Rule Them All
Analyzing the mythical properties of the narrative effects of central bank purchases.
Tesla Rekt
Common knowledge is something that we all believe everyone else believes. Then the rational behavior is to act as if you believe it, too.
Things That Go Bump In The Night
In "It," Stephen King wrote that "things turned out right a ridiculous amount of the time." Same thing with markets. Pennywise only shows up once every 27 years. Should we be scared about his market equivalent?
I’m Not Predicting, I’m Observing
The DAX has outperformed the SPX over the past six months. Why? Because every sell-side strategist and his cousin has been pounding the table that Europe is recovering and Europe is cheap and why worry about all those elections.
American Hustle
What we know about how the market react after an election and how to prepare as an investor.
49 to 62 of 62 Posts
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