Month: September 2012

Growing political fragmentation in Europe and its structural consequences for markets.

epsilon-theory-hello-darkness-my-old-friend-september-29-2012.pdf (123 KB)

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)