Search Results: letter from a birmingham
Every morning, we run The Narrative Machine on the past 24 hours worth of financial media to find the most on-narrative (i.e. interconnected and central) stories in…
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Every day we run The Narrative Machine on the past 24 hours of financial media to generate a list of the most linguistically-connected and narrative-central individual stories….
By the rivers of Babylon, there we sat down, yea, we wept, when we remembered Zion. We hanged our harps upon the willows in the midst thereof….
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A few days ago, we read a tweet from Corey Hoffstein saying that after a six month review process, an academic journal decided not to publish an…
…were winners. We think this target-rich environment for active management is here to stay.” letters. Gird yourself. From Basically A Snake Don’t Have Parts (2018): [C]onsider that any reason given…
…concern. Looking over the edge of her pillow, she could read the thin, squinty letters on the printer’s small LED screen, which announced that a fax transmission from an unknown…
The Epsilon Theory podcast is free for everyone to access. You can grab the mp3 file below, or you can subscribe at: Spotify: https://open.spotify.com/show/3ZXOnreiGGiUtuGHzbin6d Apple: https://podcasts.apple.com/us/podcast/epsilon-theory-podcast/id1107682538 What’s happening…
The Epsilon Theory podcast is free for everyone to access. You can grab the mp3 file below, or you can subscribe at: Epsilon Theory · Epsilon Theory…
Marc Rubinstein has over 25 years experience as an analyst and investor in the financials sector which he distills into a weekly newsletter, Net Interest, which I think is a really great…
Brent Donnelly is a senior risk-taker and FX market maker, and has been trading foreign exchange since 1995. His latest book, Alpha Trader, was published last summer to…
Office Hours is an hour long Zoom call we have on Friday’s from 2-3pm ET. The event is exclusive to Epsilon Theory members and is a great…
Breaking News is free for everyone to access. You can grab the mp3 file below, or you can subscribe at: Join Ben Hunt, Matt Zeigler and Jack…
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…… thank you!) before we get into the letters. I’ve received a lot of Twitter and LinkedIn comments (and more than a few emails) saying that obviously I just don’t…
Takeaways Heed the sign posts. The global economy is visibly slowing as developed market central banks have become marginally less accommodative. Emerging market (EM) economies have paid the price…
PDF Download (Paid Subscription Required): Cake What’s next for U.S. equity markets, and what historical analogs might provide some insight? There are plenty of bullish pundits citing…
This piece is written by a third party because we think highly of the author and their perspective. It may not represent the views of Epsilon Theory…
I first came across Bruce Packard in a note published by another ET contributor, Marc Rubinstein. Like Marc, I’m fascinated by the formation of new “asset classes”…