The Sicilian Offense

‘Bezos, are there rocks ahead?’ Thereat King Robert muttered scornfully, “̵


Want to continue reading this and the other 1,500+ essays you won't find anywhere else?




Already a subscriber? 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.

Comments

  1. I felt like this week might be one to circle on the calendar to mark where current team elite began to lose control of the narrative:

    1. HQ2 panned. Even Kirsten Gillibrand!
    2. Facebook corruption/shady dealings exposed including an interesting damaging leak about Schumer (by Warner?).
    3. While Schumer was re-elected senate minority leader, it appears Nancy Pelosi is having a difficult time
    4. Lots of Apple downgrades
    5. Lloyd Blankfein implicated in 1MDB scandal
  2. Avatar for rguinn rguinn says:

    Yeah, and the response to the Saudi “solution” this morning should prove pretty interesting, too. Will make a note to check back in a few months on these. If nothing else, it’s fascinating to see if/when the narratives bounce back to our usual programming.

  3. Nothing exposes Team Elite’s Silicon Valley’s outpost’s hypocrisy (lot of apostrophes you got there, son) more than its willingness to continue to take Saudi money.

    Our government - whichever team runs it - is monstrous hypocritical, but we all knew that, but SV held itself out as being so much better (so much better at “don’t be evil”).

    There are good people in the world - I’ve been fortunate to know some of them - but today’s institutional moralizing (and variations on the theme, like ESG investing) is just, stealing your term, the cartoonization of values.

  4. “institutional moralizing” = “cartoonization of values”
    Brilliant construction, Mark!

Continue the discussion at the Epsilon Theory Forum

Participants

Avatar for rguinn Avatar for JaneyVee Avatar for Mkahn22 Avatar for snystrom

The Latest From Epsilon Theory

DISCLOSURES
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.