Epsilon Theory runs the world's financial news through natural language processing-based cluster analysis to identify the most on-Narrative stories. We scan for those with the most similarity to all other stories as well as those with the most interconnectivity to multiple different key topics.
Lemonade (LMND) isn’t just an insurance company. No, no … they’re an AI Company! ™.
Plus Chamath is up to his old tricks.
I hate raccoons.
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…
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…
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…
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…
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 agree on something … I want to be on the other side of that trade!
The Colonial Pipeline embarrassment will accelerate the US gov’t’s efforts to control and co-opt crypto.
Binance, Kraken, BitMEX … they’re all squarely in the wrathful gaze of the Eye of Sauron now.
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 dunno, if only there were some mechanism by which companies could entice people to work for them. Weird.
Here’s what we’re reading and working on this week at Epsilon Theory.
Here’s what we’re reading and working on this week at Epsilon Theory.
Most of us are under the impression that a protracted conflict within China will increase national unity. Not this time.
Increasingly, the Common Knowledge of our investment world – what everyone knows that everyone knows – is that inflation is a problem and you should be focused on it.
WHO beclowns itself with its “fact-finding mission” to Wuhan.
When we talk about bias, we usually think about a political bias. But the world of 2021 now supports persistent idiosyncratic biases and frames through which information is passed. How do we ensure that our information consumption habits account for this?
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 that once was,
And I must pause till it come back to me.
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 game altogether.
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 terrorist goals didn’t fit neatly into a useful political narrative like “Antifa!” or “Proud Boys!”
Here’s what this looks like in The Narrative Machine.
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 more than usual scrutiny, especially if you are an LP in one of these funds.
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 work. I’m not saying this rally isn’t real.
I’m saying that you should reconsider what “real” means.
