Ben Hunt
@EpsilonTheory
Clear eyes. Full hearts. Can’t lose.
I promised a long-form note on why the tariffs are madness, yes, but even more so why replacing the Pax Americana regime with an America First regime is such a terrible deal for ALL Americans. So here you go! No paywall on this one. "Crashing the Car of Pax Americana" 🧵

Trump: It looks like it’s about $3.1 billion Powell: I’m not aware of that. Trump: It just came out Powell: You just added in a third building Trump: It’s a building that’s being built Powell: It was built five years ago.
What the hell happened to you, man? This kind of stuff will stain your soul.
The Fed is losing $100 billion a year. Now, it is blowing even more taxpayer money on out-of-control building renovations. Time for an internal review.
"vertigo" - you'll appreciate this @KrisAbdelmessih and @morganranstrom especially (and then want to go work on your bluegrass chops)
There’s a moment of vertigo that takes place in the mind of every speaker, performer, artist, or public figure in that moment when you know that something is going wrong. New on ET! epsilontheory.com/vertigo/
AMAZING And yes. In this world of memes and absurdity, it had to be South Park.
I’ve been asking myself who was a powerful enough Missionary to create common knowledge (what we all know that we all know) about Trump and Epstein, and the only one I could come up with was the guy who was found dead in his jail cell. Now I have another answer.
The wacky waving inflatable tube man as a golden cross in front of the White House is perfect. No notes.
I’ve been asking myself who was a powerful enough Missionary to create common knowledge (what we all know that we all know) about Trump and Epstein, and the only one I could come up with was the guy who was found dead in his jail cell. Now I have another answer.
South Park takes aim at President Trump in their latest episode, linking him to the Epstein files and putting him in bed with Satan 👀
Wheeeee!
Trump is going to the Federal Reserve tomorrow, according to his schedule. Only three presidents have visited the Fed. FDR when its HQ building opened in 1938, Ford when a buddy of his became a governor, and George W. Bush for the swearing in of Ben Bernanke.
What are we doing here people?
NEW: Director of National Intelligence Tulsi Gabbard suggests Hillary Clinton used tranquilizers and had “psycho emotional problems.” “There were high level DNC emails that detailed evidence of Hillary's, quote, psycho emotional problems, uncontrolled fits of anger…” Least…
it we keep talking about Epstein for like two more weeks I think we can get them to wheel the aliens out of Area 51
BREAKING: Tulsi Gabbard announces she has officially referred Barack Obama to the DOJ for criminal prosecution
Mike Johnson: Let’s take a 5 week taxpayer funded vacation and they’ll forget about Epstein WSJ/Rupert Murdoch:
All the @StojBoj you ever wondered about - out now on @EpsilonTheory YouTube! youtu.be/Wd5sJy4FlYQ?si…
From a small-town Jersey upbringing, to Wall Street subprime desks, to a sushi startup... The John Stoj (@StojBoj) story I always wanted to hear the rest of. It's incredible. Extra @KrisAbdelmessih / @choffstein energy too. Out now on Epsilon Theory!
Every time you get to talk to @LizAnnSonders you take it. Because what she said to @JJCarbonneau and I about retail traders, the Fed, the BBB, the lag 7(!), and - so much more, all for our latest @excessreturnpod, you want to hear this. Out now: youtu.be/Lcq0Mux3oC8?si…
its been funny seeing "reject the default path" repackaged as "reject the default path and do your own thing to make even more money" this sort of thinking leads you head first into a ditch. Girard put this more smoothly: "Modern society is no longer anything but a negative…