Early notes on investment as an exercise in decision-making under uncertainty. epsilon-theory-donald-rumsfeld-and-risk-management-october-7-2012.pdf (197 KB)
Growing political fragmentation in Europe and its structural consequences for markets. epsilon-theory-hello-darkness-my-old-friend-september-29-2012.pdf (123 KB)
An initial analysis of the Sept. 15th FOMC announcement of open-ended QE. epsilon-theory-dude-wheres-my-financial-repression-september-15-2012.pdf (191 KB)
Early notes on importance of Common Knowledge game in understanding market behavior. epsilon-theory-why-do-words-matter-so-much-august-30-2012.pdf (753 KB) Test: epsilon-theory-why-do-words-matter-so-much-august-30-2012.pdf (753 KB)
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