Epsilon Theory In Brief
Daily short-form pieces for those without the time (or attention span) for classic Epsilon Theory notes. Look out for regular features like the subscriber mailbag and guest contributions from within the Epsilon Theory network.
These are the major topics and ideas we discussed during the 08/05/2022 Office Hours as well as some of the biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time.
ET contributor Brent Donnelly went out and asked some people he respects what advice they would give kids heading off to college. Here’s what he found.
The total value of the Chinese residential property sector is approximately $60 trillion – twice the size of the US residential market and bigger than the entire US bond market. Bigger than the entire US stock market, too.
It is … ummm … having a moment.
These are the major topics and ideas we discussed during the 07/29/2022 Office Hours as well as some of the biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time.
Locks of Love is one of the most well known and well regarded charities in America. But things aren’t always what they seem. Sometimes the smokescreen of common knowledge can obscure what’s really going on. So join me in a look behind the curtain at America’s most beloved charity.
These are the major topics and ideas we discussed during the 07/22/2022 Office Hours as well as some of the biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time.
The Epsilon Theory commentariat is the best thing on the Internet today. Watch from a distance if you like, but when you’re ready … join us!
These are the major topics and ideas we discussed during the 07/15/2022 Office Hours as well as some of the biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time.
These are the major topics and ideas we discussed during the 07/08/2022 Office Hours as well as some of the biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time.
ET contributor Brent Donnelly has some advice that’s ostensibly for sell-side traders, but is actually for everyone in markets. And everyone who isn’t.
These are the major topics and ideas we discussed during the 06/24/2022 Office Hours as well as some of the biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time.
These are the major topics and ideas we discussed during the 06/10/2022 Office Hours as well as some of the biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time.
Trading is hard. Your odds of success are heavily influenced by the seat you choose. Retail trader or bank trader or PM, here are metrics to evaluate that seat.
We’ve all fallen victim to a bad retcon at some point in our lives. It’s Sherlock Holmes coming back from the dead. It’s the reveal that an entire season of Dallas was only a dream. It’s the author changing their mind and trying to convince you that it’s all part of the plan. I don’t buy it. And neither should you.
What does your money/happiness curve look like? Is it curved or linear? Does it flatline somewhere? If so, where?
There’s the game of trading and the metagame of life. To win the latter, you have to Know Thyself.
The most damaging stories and narratives are not those that others tell us, but those that we tell ourselves.
In the days leading up to their invasion of Ukraine, Russia successfully mounted a largescale cyberattack on Ukrainian banks, utilities and government agencies. Since then … crickets.
What are the vulnerabilities of Western financial systems to a new and wider attack?
The Big Oil Windfall Profits Tax Act is an abomination. It won’t lower gas prices, it will raise them. And the sponsors of the bill know it.
This bill was not written to become a good law. It was written to tell a good story.
We’ve all felt insecure about our looks at one point or another. Especially in our chronically online world where how you look can be your whole brand. So with plastic surgery rates on the rise, let’s peel back the layers of this industry and see how information (and lies) about procedures spread and examine the real price of beauty.
Using NATO to escalate a shooting war with Russia – either directly through a no-fly zone or indirectly through a Polish cut-out and NATO “backfill” – is exactly what Putin wants. It’s the only thing that can save him. It’s how we ALL lose.