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Post-Fed
Follow-Up

Posted on June 22, 2017

I sat on the porch Listened to the rain Smoked a cigarette And counted to ten Oh no, here it comes again That funny feeling ― Camper Van Beethoven, Oh No! (1985) A quick post-Fed follow-up to “Tell My Horse”, the best-received Epsilon Theory note to date (thank you!). I’ll jump right into what I’ve got to […]

Westworld

Posted on May 11, 2017

Bernard Lowe: Last question Dolores. What if I told you that you were wrong? That there are no chance encounters? That you and everyone you know were built to gratify the desires of the people who pay to visit your world? The people you call the newcomers. Bernard Lowe: What if I told you that you […]

Mailbag: Life in Trumpland

Posted on March 6, 2017

The best part about this job, other than being recognized in random bars by 50-year old financial advisors who are always good to buy me a drink (hey, you take your celebrity where you can), is the correspondence with readers. I began writing Epsilon Theory 3+ years ago from a pretty dark place, and it’s […]

I’m Not Predicting, I’m Observing

Posted on March 2, 2017

George Soros has a great line, one that I’ve stolen many times: “I’m not predicting. I’m observing.” We really don’t have a crystal ball, and it really is a dumb idea to pretend that we do. But what’s not dumb is to keep your eyes and ears open, observing both what the world is telling […]

The Evolution of Competition

Posted on February 7, 2017

Death inspires me Like a dog inspires a rabbit. ― Twenty One Pilots, “Heavydirtysoul” (2017) Sometimes a cigar is just a cigar. ― Sigmund Freud, who probably never actually said this (but should have) Over the past few weeks, I’ve had a fight with my wife, spoiling an otherwise wonderful night out, and email spats with two […]

American Hustle

Posted on November 17, 2016

Irving Rosenfeld:   Did you ever have to find a way to survive and you knew your choices were bad, *but* you had to survive? ― “American Hustle” (2013) Only when I wake up in the morning. Nothing but caper movie quotes today. Seems appropriate.   Doyle Lonnegan: I put it all on Lucky Dan; […]