Waiting for Humpty Dumpty
Humpty Dumpty sat on a wall, Humpty Dumpty had a great fall. All the king’s horses and all the king’s men Couldn’t put Humpty together…
Category: Europe
The Narrative Fix Is In
A quick email to Epsilon Theory readers on what’s happening in Europe, because we’ve seen this movie before. On August 2, 2012 Mario Draghi gave…
1914 is (still) the New Black
There are decades where nothing happens; and there are weeks where decades happen. – Vladimir Lenin (1870 – 1924) In 1914, Europe had arrived at…
1914 is the New Black
Man in Black: All right. Where is the poison? The battle of wits has begun. It ends when you decide and we both drink, and…
7 Quick Points on Europe
#1) Here are the most relevant recent notes for an Epsilon Theory perspective on the underlying political and market risks in Europe: “The Red King”…
Now There’s Something You Don’t See Every Day, Chauncey
Narrator: Well, today we find our heroes flying along smoothly… Rocket J. Squirrel: Flying along smoothly? Bullwinkle J. Moose: You’re just looking at the picture…
Hey Spike
The strong do what they can, while the weak suffer what they must. — Thucydides, “The History of the Peloponnesian War” (395 BC) Global growth…
Finest Worksong
Take your instinct by the reinsYou’d better best to rearrangeWhat we want and what we needHas been confused, been confused– REM, “Finest Worksong” (1987) The…