Inflation
Inflation is an ever present force that we find ourselves talking about quite a bit. It may seem simple on the surface, but there's more than meets the eye. Here we've gathered our collection of notes on Inflation to help clarify the many facets that we must face.
Much Ado About Inflation
Pricing Power (pt. 2) – Intellectual Property
Your mother was a hamster and your father smelt of elderberries … the pricing power found in intellectual property. It’s not as easy as it looks.
Pricing Power (Pt. 1)
When an inflation regime shifts, the only question that really matters for your investments and your business model is this: do you have pricing power?
Pt. 1 of a three-fer Brief series … why the worst place to be in any services industry is on the product side.
Things Fall Apart (Part 3)
The Fed, China and Italy are the Three Horsemen of the Investment Semi-Apocalypse. They’re major market risks, but you’ll survive.
There’s a Fourth Horseman. And it will change EVERYTHING about investing.
The Icarus Moment
We live in a Cartoon Age, an era not of alienation per Karl Marx, but of alienation per Groucho Marx. What’s the cause, what’s the future, and what do we do about all this? It’s a TL;DR cri de coeur in Part 12 of Epsilon Theory’s Notes from the Field series.
Gradually and Then Suddenly
The question isn’t whether the barge of monetary policy has turned around and embarked on a tightening course — it has — the question is how fast that barge is going to move AND whether or not the market pays more attention to the actual barge movements than what the barge captain says.
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