At the suggestion of one of our friends and subscribers, we wanted to provide what we think are some of the best launch points for exploration of the newly published Discovery Map. The only question: do you want to explore topics in depth or see the connections between them?
US Banks have a common narrative structure – two competing topics of vastly different sentiment, with one dominating market attention at any given time. Worthy of some thought going into bank earnings week.
In this news cycle, if an issue sticks around for more than a week, you can be sure that it isn’t by accident. It’s because it represents an abstraction, and because those in influence like how that abstraction changes our behavior.
It’s easy to convince ourselves that the opposite of being narrative-driven is being data-driven. This is a lie. The most common way that narrative influences our behavior is through unadorned data, presented with the unstated implication that it is necessary, sufficient and explanatory.
When it comes to politics and social media, making up straw men about our enemies to make them look ridiculous seems like good entertainment. But beware embracing amusing-but-wrong cartoons in zero sum games.
Introducing the Epsilon Theory Discovery Map – a novel way to navigate the Epsilon Theory archives, not based on chronology or author, but based on connectivity, similarity and consistency in the underlying narratives.
We examine how Apple found both of the ways to lose on narrative in less than two months’ time, and outline how that might change the playbook for the near-, medium- and long-term for different investor types.
We will be hosting our next Epsilon Theory Live Event at 2PM Eastern Time on January 15, 2019. ET Premium and ET Professional subscribers will be able to access the livestream through their ET Live link in the navigation bar.