Search Results: The hour between dog and wolf
…nearly all of my extended family are conservative. My uncle is a minor conservative celebrity on Twitter and thinks he has remained mostly anonymous. I know what your dog looks…
Not just a two-fer to start off the dog days of August, but a three-fer. First, the August edition of the Central Bank Narrative monitor is out today. We’re still…
Source: Thor Ragnarok A quick but important note: We don’t have a dog in this fight. But we are conflicted. We have subscribers at almost all of the firms being…
…go BK. Trust me, shorting fads and frauds will age you in dog years. The secret to shortselling as part of a dedicated, long-term portfolio strategy is to short business…
…wistfully about converting to a “family office”. It’s a tough game, and it’s why being a discretionary long-short manager ages you in dog years. It’s why I no longer play…
Back in the day, when I was managing a discretionary ‘value with a catalyst’ long/short fund and aging in dog years, the worst second-guessing and incessant self-doubt I inflicted on…
…dog is way into cat toys. Libraries are things other people made, shared with the world in some way, that you’ve liked and collected. In some way. No, in any…
…survived that operation and when we came back to visit him the next day waiting hours and hours for him to re-emerge from the post-op recovery ward, we found the…
…hair dye on that Erdogan moustache, and I think we’re good to go. Harry Angel: You’re crazy. I know who I am. You’re trying to frame me. You’re trying to…
…day half-life of effectiveness for Kuroda’s negative rates announcement on January 28 and the one hour half-life of effectiveness for Draghi’s negative rates announcement on March 11, that the Narrative…
…hour. You’ve been back on the case, haven’t you? Frank: No! I swear it’s another woman! – “Naked Gun 33 1/3: The Final Insult” (1994) Always confess to a small…
A quick Epsilon Theory email and a quick announcement. Announcement first. I’ll be giving a 1-hour webcast on Risk Premia strategies next Tuesday, August 4th, along with Salient President Jeremy…
…on a boat ride. Doc: A three hour tour. Shasta Fay: They told me I was precious cargo that couldn’t be insured because of inherent vice. Doc: What does that…
…around the world are reading Epsilon Theory every second of every hour of every day. I’m certainly no stranger to the deadly sin of pride, and any writer who tells…
…Please note that the presentation is geared for financial advisors, brokers, and investment professionals, and it qualifies for one hour of CFP/CIMA®, CIMC®, or CPWA® CE credit if you care…
Until an hour before the Devil fell, God thought him beautiful in Heaven. – Arthur Miller, “The Crucible” It’s always about timing. If it’s too soon, no one understands. If…
…develop. But there is no more important question that Wall Street needs to answer in order to reinvent itself (again), and if I had an hour of Gary Cohn’s time…
…interesting in that they know and like me, personally, but it took a three hour dinner party and some follow up, to finally get through to them that Tweets do…
…funds is our job, we have to believe. Epsilon Theory readers, my kids eat because I’m a fund manager. Mostly hot dogs and Kraft macaroni & cheese, but they eat….
…frets his hour upon the stage And then is heard no more: it is a tale Told by an idiot, full of sound and fury, Signifying nothing. — William Shakespeare,…