Growing political fragmentation in Europe and its structural consequences for markets.
epsilon-theory-hello-darkness-my-old-friend-september-29-2012.pdf (123 KB)
Month: September 2012
Dude, Where’s My Financial Repression
An initial analysis of the Sept. 15th FOMC announcement of open-ended QE.
epsilon-theory-dude-wheres-my-financial-repression-september-15-2012.pdf (191 KB)