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Epsilon Theory
  • Search Epsilon Theory
  • Epsilon Theory Discovery Map
  • In Brief
  • Authors
    • W. Ben Hunt
    • Rusty Guinn
    • Peter Cecchini
    • Neville Crawley
    • David Salem
  • Series
    • Notes from the Field
    • Notes from the Road
    • Notes from the Diamond
    • Three-Body Alpha
    • Things that Matter / Things that Don’t
    • Things Fall Apart
  • ET Live!
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    • Second Foundation Partners
    • Video: “In Conversation” with Ben Hunt
    • Contact
  • Join The Pack
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Rusty Guinn

The Zeitgeist | 2.19.2019

February 19, 2019February 19, 2019 by Rusty Guinn

In which we learn about new voices in the hospital, we pile on the Fed, and we exult in stocks “edging up” on trade talk progress (I’ve forgotten what take we’re on).

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C.A.F.

February 18, 2019February 18, 2019 by Rusty Guinn

The hardest job for any financial adviser is knowing when a fiduciary mindset should guide us to take a stand, and when it should guide us to adopting flexibility. If we claim to have a process, we have to have an answer for this.

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The Zeitgeist | 2.15.2019

February 15, 2019February 15, 2019 by Rusty Guinn

Lots of ‘playing’, ditching New York, and a piece of hard-hitting analysis demonstrating that sitting at the crossroads of government and business can be personally profitable.

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Duck and Cover

February 14, 2019February 14, 2019 by Rusty Guinn

We don’t have to treat it like a cardinal sin any time an author, politician, consultant, adviser or expert tries to make us feel a certain way. Just don’t be the only one at the table who doesn’t realize what’s happening.

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The Zeitgeist | 2.14.2019

February 14, 2019February 14, 2019 by Rusty Guinn

Today’s Zeitgeist poses a riddle: what is noxious, may not be a catalyst, extends a rally and awaits cues all at the exact same time?

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The Zeitgeist | 2.13.2019

February 13, 2019 by Rusty Guinn

In the 8th or extra innings (what about the 9th?), allocations to alternatives, fixed income ETFs, offensive hacking and “markets up on trade deal hopes” (again).

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Next ET Live Event: 2.19.19 at 2PM ET

February 12, 2019February 12, 2019 by Rusty Guinn

We will be hosting our next Epsilon Theory Live Event at 2PM Eastern Time on February 19, 2019. ET Premium and ET Professional subscribers will be able to access the livestream through their ET Live link in the navigation bar. Premium and Professional subscribers may also submit any questions live or in advance. If you …

Read moreNext ET Live Event: 2.19.19 at 2PM ET

Categories In Brief

The Zeitgeist | 2.12.2019

February 12, 2019February 12, 2019 by Rusty Guinn

Maine cashes in, investors cash out, stocks get a lift from trade hopes (version 28), the Brexit pantomime and a shadow over strawberry fields.

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The Zeitgeist | 2.11.2019

February 11, 2019 by Rusty Guinn

Why VC loves fintech for some reason, populist messages, “optimism over trade talks” take 25, and more popullsm.

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Blast from the Past

February 9, 2019February 9, 2019 by Rusty Guinn

What the rise and fall of baseball cards can and can’t tell us about bubbles and the turning of markets into utilities.

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The Zeitgeist | 2.8.2019

February 8, 2019February 8, 2019 by Rusty Guinn

Fawning Tesla press, coming storms, ESG and data, striking a balance between tasteful display of art collections and pay cuts at banks, and post-Yorkshire pudding walks.

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The Zeitgeist | 2.7.2019

February 7, 2019February 7, 2019 by Rusty Guinn

Today’s specials: Megadevelopments in Chicago, online grocery shopping, slowdowns at Apple, vagueness at Alphabet and Canadian weed.

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The Zeitgeist | 2.6.2019

February 6, 2019February 6, 2019 by Rusty Guinn

In today’s edition, it’s captain obvious takes on the ECB, is there anything active funds CAN do?, more Brexit and dead-cat bounces.

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All Along the Watchtower

February 6, 2019February 6, 2019 by Rusty Guinn

Trust in media is being debased from without and within. The Clear Eyed, Full-Hearted answer? Don’t pick and choose. Set yourself against both threats.

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The Zeitgeist | 2.5.2019

February 5, 2019February 5, 2019 by Rusty Guinn

In which we hear the term, ‘megadeal hunger’, contemplate a Larry Fink v. Ken Fisher celebrity steel cage match, and boggle at the unironic advocacy of regulation as the solution for lack of trust in blockchain applications.

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The Zeitgeist | 2.4.2019

February 4, 2019February 4, 2019 by Rusty Guinn

The near-term focus of financial markets coverage seems squarely on M&A in the U.S. Elsewhere, Lord Fink (!) roasts Corbyn and Australian housing has become a media obsession.

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Arbitrary Power

February 3, 2019February 3, 2019 by Rusty Guinn

There is a paradox – only it isn’t really a paradox – in that to act boldly on and hold loosely to our beliefs requires us to design processes which are subject to an almost opposite standard.

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The Zeitgeist | 2.1.2019

February 1, 2019February 1, 2019 by Rusty Guinn

Amazon ‘buts’, all sorts of January 1987 comparisons, a grab bag of central banking and politics, and a notable omission from your Brexit Bunker.

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Speak Now

February 1, 2019February 1, 2019 by Rusty Guinn

We no longer have real discussions about critical civic issues in part because we’ve stopped calling things by their proper name. Our lack of nuance causes those conversations to degrade into predictable, exhausting patterns. Let’s figure this out before it’s too late.

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The Zeitgeist | 1.31.2019

January 31, 2019January 31, 2019 by Rusty Guinn

A big day for the Green New Deal, tax policy old and new, a solution for morale problems at Palantir and a solution for god only knows at Davos.

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