Epsilon Theory In Brief

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.

Office Hours Recap 8/05/2022

By Harper Hunt | August 8, 2022 | 0 Comments

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.

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Before You Fly The Nest: Advice for kids heading to college

By Brent Donnelly | August 5, 2022 | 4 Comments

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.

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The Most Important Sector in the Universe

By Marc Rubinstein | August 2, 2022 | 0 Comments

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.

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Office Hours Recap 7/29/2022

By Harper Hunt | August 1, 2022 | 0 Comments

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.

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Cursed Knowledge #11: Locks of Love

By Harper Hunt | July 26, 2022 | 2 Comments

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.

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Office Hours Recap 7/22/2022

By Harper Hunt | July 25, 2022 | 0 Comments

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.

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Mailbag! Hollow Men Edition

By Ben Hunt | July 21, 2022 | 1 Comment

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!

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Office Hours Recap: 07/15/2022

By Harper Hunt | July 18, 2022 | 0 Comments

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.

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Office Hours Recap: 07/08/2022

By Harper Hunt | July 11, 2022 | 0 Comments

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.

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How to Succeed as a Sell Side Trader

By Brent Donnelly | June 27, 2022 | 2 Comments

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.

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Office Hours Recap: 06/24/2022

By Harper Hunt | June 27, 2022 | 3 Comments

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.

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Office Hours Recap: 06/10/2022

By Harper Hunt | June 13, 2022 | 0 Comments

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.

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The Most Important Trading Decision

By Brent Donnelly | May 10, 2022 | 1 Comment

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.

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Cursed Knowledge #10: This Podcast Never Happened

By Harper Hunt | April 21, 2022 | 4 Comments

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.

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Money Can Buy Happiness (in variable and diminishing quantities)

By Brent Donnelly | April 6, 2022 | 32 Comments

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.

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Winner’s Tilt

By Brent Donnelly | March 31, 2022 | 9 Comments

The most damaging stories and narratives are not those that others tell us, but those that we tell ourselves.

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Waiting for the Dog to Bark

By Marc Rubinstein | March 28, 2022 | 2 Comments

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?

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They’re Not Sending Their Best

By Ben Hunt | March 15, 2022 | 16 Comments

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.

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Cursed Knowledge #9: Cat Eyes, Full Ass, Can’t Smile

By Harper Hunt | March 10, 2022 | 0 Comments

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.

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Tough Guys

By Ben Hunt | March 7, 2022 | 49 Comments

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.

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