ET Zeitgeist: Raccoons Never Sleep
Lemonade (LMND) isn't just an insurance company. No, no ... they're an AI Company! (tm).
Plus Chamath is up to his old tricks.
I hate raccoons.
Category: The Zeitgeist
Inflation as Ad Campaign
An ET Pack member sent me this. Anyone else come across ads that directly call out inflation expectations? Would love to collect more screenshots like…
Many People Are Saying … Bitcoin is Art
The Bitcoin Is Art thesis that I put out back in 2015 (The Effete Rebellion of Bitcoin) and recently put forward again (In Praise of…
Why Am I Reading This Now?
Pack member Rob H. brought this up at last week’s Office Hours, and it deserves its own thread (as well as some attention from The…
Homeschooling Resources on ET Forum?
I think a homeschooling VMPT is a natural for the ET Forum! On last week’s Office Hours conversation, ET Pack member Dan W. brought this…
ET Zeitgeist: With Enemies Like This
This has been a bad week for Bitcoin and Bitcoin! TM alike. There's no getting around that.
But whenever Paul Krugman and the Wall Street Journal ag…
ET Zeitgeist: Ransom Paid
The Colonial Pipeline embarrassment will accelerate the US gov't's efforts to control and co-opt crypto.
Binance, Kraken, BitMEX ... they're all squ…
ET Zeitgeist: Now Hiring
Our weekly digest on what we're working on ...
Including this article from the WSJ: Millions Are Unemployed. Why Can’t Companies Find Workers?
I d…
The Zeitgeist – April 30, 2021
Here’s what we’re reading and working on this week at Epsilon Theory.
The Zeitgeist – April 19, 2021
Here's what we're reading and working on this week at Epsilon Theory.
Hot and Cold
Most of us are under the impression that a protracted conflict within China will increase national unity. Not this time.
A Change in the Water
Increasingly, the common knowledge of our investment world - what everyone knows that everyone knows - is that inflation is a problem and you should b…
Danish Food-Safety Expertise for the Win
WHO beclowns itself with its "fact-finding mission" to Wuhan.
Hammers and Nails
When we talk about bias, we usually think about a political bias. But the world of 2021 now supports persistent idiosyncratic biases and frames throug…
For Leon Black is an Honorable Man
O judgment! thou art fled to brutish beasts,
And men have lost their reason. Bear with me;
My heart is in the coffin there with the American dream tha…
A Different Game
The light research poured into sentiment analysis misses one rather important fact: that's the game we used to play. Today's Fiat News is a different …
“Suicide Bomber” vs suicide bomber
On Christmas Day, Nashville was attacked by a suicide bomber terrorist. But not by a "Suicide Bomber". Not by a "Terrorist".
Why not? Because his ter…
Russian Nesting Deals
Sometimes complicated is complicated because it has to be. But this nesting doll of a SPAC deal with Dyal (Neuberger Berman) IS weird and worthy of mo…
Ten Times Faster Than The Sun’s Beams
The Wall Street narrative machine is in overdrive to create a "Yay, Value!" rally here at year-end.
Like any effective advertising campaign, it will …
