Always Go To the Funeral

Working and living on a farm means learning how to bury friends and pets. Working and living as an investor means learning how to bury investments. Part 5 of the Notes from the Field Series.

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American Hustle

There are three questions I’d like to answer in this Epsilon Theory note: what did the Narrative Machine tell us about the market immediately before and immediately after the November 8 election, what am I preparing for now as an investor, and what am I preparing for now as a citizen? I’m giddy about the first, quietly confident about the second, and pretty darn depressed about the third. Could be worse, I suppose.

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