Tag: Professional
Available to Professional level subscribers only.
The New Monitors Are Here!
I don’t expect everyone to be as excited about the arrival of the new ET Professional Narrative Monitors as Steve Martin was about the arrival…
July 2020 Epsilon Theory Narrative Monitors
We have officially re-launched our Epsilon Theory Professional Monitor series in July 2020 with the new and improved Central Bank monitor. We are grateful for…
Another Brick in the Wall
The PPP Narrative for Asset Managers
Children of Men
Everything You Always Wanted to Know About CDS … But Were Afraid to Ask
The Pent-Up Demand Narrative
The Bear Stearns Bounce
Pandemic Playbook Notes – 4/7
But Barry Sternlicht Says …
Pandemic Playbook Notes – 3/23
Pandemic Playbook – 3/17
First-Level Foolishness
Minimax Regret
Not Gonna Lie
That Escalated Quickly
US Recession Monitor – 1.31.2020
Like other topics, Recession narratives rose somewhat in attention and cohesion, but less dramatically than other categories. We believe that this is because coronavirus outbreak…
US Fiscal Policy Monitor – 1.31.2020
Like other topics, Recession narratives rose somewhat in attention and cohesion, but less dramatically than other categories. We believe that this is because coronavirus outbreak…
Trade and Tariffs Monitor – 1.31.2020
Attention on Trade and Tariffs topics rose somewhat, but the inclusion of coronavirus language proved a distraction to the stories being told about them rather…