Author: Rusty Guinn
Deals Are My Art Form
Gratitude
Say Uncle!
That’s Just Putting On a Nice Sweater
When That Fire Hits
The Sicilian Offense
The Fiat News Index
Hey, Maybe It’s the Needle
Draft Day
ET In the News: Midterm Election Edition
Kings Unwilling
Announcing Epsilon Theory Live
Ben and I are pleased to announce the launch of Epsilon Theory Live – our audio/visual supplement to the existing written Epsilon Theory content! Epsilon…
Insert XS Pun Here
Why Hope?
Inflation Monitor – 10.31.2018
After several months of increasing cohesiveness around an inflation-is-coming Narrative, attention to the topic has been tapering in early Q4 Right now we think this…
Central Bank Omnipotence Monitor – 10.31.2018
The Narrative of coordinated global central banking policy has been restrained for an extended period, including most of 2018. After a brief rise along with…
Trade and Tariffs Monitor – 10.31.2018
While it is only a single data point, our October attention measure rose from its very low base over the prior three months. Our aggregate…
US Fiscal Policy Monitor – 10.31.2018
After climbing as usual (and, we think, in more muted fashion) in connection with mid-term elections, attention to US Fiscal Policy narratives ticked down modestly…
Credit Cycle Monitor – 10.31.2018
While articles including key credit terms continued to rise in October, their internal coherence continued to fall. This means that stories tended to cover individual…