The Zimbabwe Event
The South African variant virus (501.V2) is not the immediate threat to the United States as the UK variant virus (B117). But 501.V2 has the potential…
Tag: Covid Variant
UK-Variant SARS-CoV-2 Update
The spread of B117 in a Covid-fatigued country like the US is a profoundly deflationary, risk-off, dollar higher, flight to safety event in real-world…
ET Podcast #3 – The Ireland Event
In episode #3 of the Epsilon Theory podcast, Rusty and I discuss the spike in Covid cases in Ireland and the risk of seeing a similar "Ireland Event" …
The Ireland Event
I believe there is a non-trivial chance that the United States will experience a rolling series of “Ireland events” over the next 30-45 days, wher…