Second Chance

From the ET Forum … They made a deal! IATSE was able to reach an agreement with studios and networks just 24 hours before the…

The Widened Gyre

From the ET Forum … Yesterday, the 20th anniversary of 9/11, I read and heard several mainstream references to “the Widening Gyre”. It makes sense…

Oh, a Rhinoceros

A video made the rounds on various social media platforms last night and this morning. By now you have probably seen it. A young man…

Kabul is Falling

From the ET Forum … If Barbara Tuchman were alive she would be adding another chapter to her classic The March of Folly. I am fascinated…

Let Me Make the Songs

Epsilon Theory may have gotten its formal start in 2013, but the soft launch took place in 1991. That’s when my partner Ben finished his…

The Political Autotuning of Inflation

The politicization of inflation into a partisan “There Is No Inflation!” TM narrative by the nudgers and mandarins on the left is really depressing. The…

Non-Verbal Narrative

We make it no secret that our research program here is all about using natural language processing to identify and measure narratives in the world.…

Headline Risk

The average American news consumer is exposed to far more headline text on news websites, social media apps and content aggregation sites than they are…

“Yay, Stock Buybacks!”

I saw this work of art on Twitter today, referring to Dropbox management using stock buybacks to sterilize their outrageous stock-based comp, and it made…

“Yay, Environment!”

In Epsilon Theory-speak, we use “Yay, Good-Thing!” as shorthand for a narrative that takes a linguistic construction that we all agree is a Good Thing…

Fiat News in Action

It wasn’t enough for ProPublica to do actual news reporting by publishing these tax records. The Secret IRS Files: Trove of Never-Before-Seen Records Reveal How…

Shot … Chaser

P&C insurer Lemonade (LMND) went public last year and now has a $5 billion market cap. They’re not just a sleepy insurance company, of course.…