Ben HuntOvjeren akaunt

@EpsilonTheory

Long volatility and short abstraction, seeing capital and political markets through lenses of game theory and history. Like all coyotes, I’m too clever by half.

United States
Vrijeme pridruživanja: srpanj 2013.

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  1. Prikvačeni tweet

    The Long Now has severed the tether between taxation and spending - the most important macro policy relationship in our social lives as both investors and citizens. Here's what that means. And here's what we're going to do about it.

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  2. Worse, you think a comedy is funnier when it has a laugh track. The crowd watching the crowd ... common knowledge game in action.

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  3. Me: What is financialization? Alex: Correct! Me: I’ll take “Yay, Capitalism!” for $1,200, Alex.

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  4. proslijedio/la je Tweet
    prije 10 sati

    Ginni Romnetty became CEO in Oct '12. During her tenure, total rtn holding IBM stock was -11% vs SPX +160% Revs down $26bn, EBITDA down $11bn, ~half of the mkt cap gone (thank god for cheap debt-funded divvies and buybacks right?). ~100k Employees were shown the door.

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  5. proslijedio/la je Tweet

    ⚠️$100.7 million “One day we will recognize the defining Zeitgeist of the Obama/Trump years for what it is: an unparalleled transfer of wealth to the managerial class.”

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  6. Axioms to live by in baseball and in investing! New by . 1) Outsiders to an organization can never know what goes on inside it. 2) Human labors can never be gauged fully in real time. 3) Chains are never stronger than their weakest links.

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  7. proslijedio/la je Tweet
    prije 16 sati

    "Once you start thinking about what’s happening in markets and the world as an inextricable weave of fundamental events and political efforts to shape our interpretation of those events to achieve a political end, you ... see stalking horses everywhere."

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  8. proslijedio/la je Tweet
    Odgovor korisniku/ci

    Seems like a good day to RT this ...

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  9. proslijedio/la je Tweet
    prije 17 sati
    Odgovor korisniku/ci

    Ben, I thought of you this morning reading this and wondered if your head had exploded. "Yay, Buybacks!"

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  10. proslijedio/la je Tweet
    prije 17 sati
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  11. Wanna know how much money in stock-based comp ex-CEO Ginni Rometty pulled down from IBM shareholders during her regime of despair? I went through her 167 SEC Form 4 filings so you don't have to.

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  12. proslijedio/la je Tweet
    2. velj

    "maybe I'm f---ing deluding myself here" and explaining that in order to run, he'd have to step down from the board of Bank of America...jfc

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  13. 2. velj
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  14. 2. velj

    TFW you’re a Bayesian and everyone around you wants The Answer with a capital A.

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  15. 2. velj

    Dude. 2.5% is the number right now. Maybe it will go down if there are lots of non-fatal and non-diagnosed cases. Maybe it will go up as those already sick end up dying. But it IS our Bayesian prior for the info we will get tomorrow. It’s not nothing. And it needs to be known.

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  16. 2. velj

    Because until 1969, Fort Detrick housed the US Army Biological Warfare Laboratories. In 1970, the name was changed to the US Army Medical Research Institute of Infectious Diseases. Nothing changed except the name, except maybe dropping the overt weaponization projects. Maybe.

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  17. proslijedio/la je Tweet
    2. velj

    “The mistake made by our modern leaders – in every public sphere! – is to believe that they are operating on a deeper, smarter, more far-seeing level of game-playing than we are.”

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  18. 2. velj

    I wrote this in 2014, in response to the “remain calm” nudges from Team Elite when Ebola came to the US. Every word applies again today. I am, in fact, calm. I am also angry. We are not children. Stop treating us that way.

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  19. 2. velj

    Like I said, the coordinated narrative control we’re seeing out of both the US and China is mighty impressive. Let’s talk some more about that pesky flu season.

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  20. 2. velj

    Within 5 yrs I think short selling will be banned globally. Can’t let those goddam “speculators” ruin the Yay, Capitalism! vibe of our foremost political utility.

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  21. proslijedio/la je Tweet
    2. velj
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