Sometimes a Cigar is Just a Cigar
More on Information Theory.
Category: Adaptive Investing
The Talented Mr. Ripley
The more I practice, the luckier I get. – Gary Player (b. 1935) Luck is the residue of design. – Branch Rickey (1881 – 1965) I’ve…
It’s Still Not About the Nail
Reader reaction to the March 31 Epsilon Theory note, “It’s Not About the Nail”, was probably the strongest and most positive for any note to…
It’s Not About the Nail
Do, or do not. There is no try.” – Yoda, “Star Wars: Episode V – The Empire Strikes Back” (1980) I see it all perfectly;…
Ghost in the Machine, Part 1
The way out is through the door. Why is it that no one will use this method? ― Confucius (551 – 479 BC) Tanzan…
The Unbearable Over-Determination of Oil
Jett Rink: Everybody thought I had a duster. Y’all thought ol’ Spindletop Burke and Burnett was all the oil there was, didn’t ya? Well, I’m…
Adaptive Investing: What’s Your Market DNA?
In 1837 on page 36 of his so-called “B” notebook, Charles Darwin wrote the words “I think” followed by the first depiction of an evolutionary …