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Ben Hunt Profile picture
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1 Apr, 4 tweets, 1 min read
They’re not even pretending anymore.

ft.com/content/dc1d1d…
What’s our political reaction to these Hunger Games?

“The wackos on the left propose insane transaction taxes. The wackos on the right tell us how much liBeRtY we are enjoying by giving Ken Griffin all of our money.”

Burn. It. The. Fuck. Down.

epsilontheory.com/hunger-games/

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More from @EpsilonTheory

Ben Hunt Profile picture
7 Mar
I figure they'll just retitle the deck from last year. A thread of greatest hits ...
Read 8 tweets
Ben Hunt Profile picture
11 Feb
More Americans dead than in World War II, and I get more emails and tweets like this than ever.

More than ever.
Also more than ever ...

Wear a mask.
Social distance.
Buy local.
Help your neighbor.
For the love of God, please be an empathetic human being.

epsilontheory.com/once-in-a-life…
This guy, with 19k followers, is a good example of what I'm talking about. This is just from today with @amlivemon. He blocked me a long time ago, so just sends these to his crew so they can go off on me. This has been going on for about 10 months. Now more than ever. ImageImage
Read 4 tweets
Ben Hunt Profile picture
7 Feb
Depending on your assumptions re: Covid infection cycle (how many days from exposure until you infect someone new) my back of envelope calcs show an effective R-number in Florida between 1.9 and 2.2 for the B117 variant.

That is ... umm ... problematic.
We've written a lot on ET about the challenge posed by the Covid virus variants. Like our original Covid writings a year ago, we've been early and we've been right about the variants, too.

Here's our first note, from January 12.

epsilontheory.com/the-ireland-ev…
Here's the podcast on the Covid variants. Available on iTunes and Spotify, too.

epsilontheory.com/et-podcast-3-t…
Read 5 tweets
Ben Hunt Profile picture
30 Jan
We’ve started tracking the narrative structure of r/wallstreetbets.

Over an 8 hour period y’day, we tracked ~30,000 posts. Of those posts, 97% were removed by mods/filters. It’s all bots, all the time.

Once again, you’re being played.
BTW, you're also being played on Twitter. Me, too.

I used to think it was the quality of my tweets that drove my follower count going up or down. LOL. I can track almost to the hour when Twitter turns on or off their promotion algos for my stuff.
This isn't about bots or any individual mode of spoof.

It's about how ALL of social media has been successfully gamed by investment pros, is being successfully gamed by investment pros, and will be successfully gamed by investment pros.

Meet the new boss, same as the old boss.
Read 5 tweets
Ben Hunt Profile picture
14 Jan
In ET podcast #3, we discuss the spread of the UK-variant virus and the risk of an “Ireland Event” here in the US.

The time to act is NOW, not with lockdowns, but w/ air travel restrictions to contain the UK-variant while we accelerate vaccine delivery.

epsilontheory.com/et-podcast-3-t…
Available on iTunes:

podcasts.apple.com/us/podcast/the…
Available on Spotify:

open.spotify.com/show/3ZXOnreiG…
Read 4 tweets
Ben Hunt Profile picture
12 Jan
I believe there's a non-trivial chance the US will experience a rolling series of “Ireland events” over the next 45 days, where Covid cases explode exponentially in states where the UK-variant virus is established and behavioral Covid fatigue has set in.

epsilontheory.com/the-ireland-ev…
From the 1/10 WH Coronavirus Task Force report to governors, released to press yesterday, "full resurgence" of viral spread in "nearly all metro areas", "fall/winter surge has been at nearly twice the rate of rise of cases as the spring and summer surges."
cnn.com/2021/01/13/pol…
UK-variant SARS-CoV-2 strain now identified in 11 states.

Read 4 tweets

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