Paid Members can log in here.
To learn more about Epsilon Theory and be notified when we release new content sign up here. You’ll receive an email every week and your information will never be shared with anyone else.
This commentary is being provided to you as general information only and should not be taken as investment advice. The opinions expressed in these materials represent the personal views of the author(s). It is not investment research or a research recommendation, as it does not constitute substantive research or analysis. Any action that you take as a result of information contained in this document is ultimately your responsibility. Epsilon Theory will not accept liability for any loss or damage, including without limitation to any loss of profit, which may arise directly or indirectly from use of or reliance on such information. Consult your investment advisor before making any investment decisions. It must be noted, that no one can accurately predict the future of the market with certainty or guarantee future investment performance. Past performance is not a guarantee of future results.
Statements in this communication are forward-looking statements. The forward-looking statements and other views expressed herein are as of the date of this publication. Actual future results or occurrences may differ significantly from those anticipated in any forward-looking statements, and there is no guarantee that any predictions will come to pass. The views expressed herein are subject to change at any time, due to numerous market and other factors. Epsilon Theory disclaims any obligation to update publicly or revise any forward-looking statements or views expressed herein. This information is neither an offer to sell nor a solicitation of any offer to buy any securities. This commentary has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Epsilon Theory recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.
Merry Christmas to y’all at Second Foundation. This latest Note from the Road was an absolute gift. Am eagerly awaiting future installments.
For interest: Kyzyl, the capital of Tuva Republic within Russia, is the place where the river Yenisey, after the confluence of smaller rivers, starts flowing towards the Arctic Ocean. It is also claimed that Kyzyl is the geographical center of Asia. Christoph Baumer’s book Traces in the Desert: Journeys of Discovery Across Central Asia (2008) provides a lot more intriguing details and history of the region for those interested.
How the narrative is being lost is best shown in this Ted Talk:
https://www.ted.com/talks/supasorn_suwajanakorn_fake_videos_of_real_people_and_how_to_spot_them?utm_campaign=social&utm_medium=referral&utm_source=facebook.com&utm_content=talk&utm_term=technology
Richard Feynman features in the talk.
Thank you for an excellent article. I would like to see Richard Feynman’s scientific rigor applied to current climate science. I have fished in Alaska and California for the last forty years and what I observe does not match the “global warming “ or “climate change “ theories. Bad science equals bad policy.
I will be discussing this to some extent in upcoming pieces. In short, and as a preview, I broadly accept the scientific consensus on climate change and warming, but think that the policy conclusions that have been conflated with that legitimate science represent a major intellectual failure.