Archives » Adaptive Investing

Post-Fed
Follow-Up

Posted on June 22, 2017

I sat on the porch Listened to the rain Smoked a cigarette And counted to ten Oh no, here it comes again That funny feeling ― Camper Van Beethoven, Oh No! (1985) A quick post-Fed follow-up to “Tell My Horse”, the best-received Epsilon Theory note to date (thank you!). I’ll jump right into what I’ve got to […]

Tell My Horse

Posted on June 12, 2017

You may be a business man or some high-degree thief They may call you doctor or they may call you chief But you’re gonna have to serve somebody, yes you are You’re gonna have to serve somebody Well, it may be the devil or it may be the Lord But you’re gonna have to serve […]

Westworld

Posted on May 11, 2017

Bernard Lowe: Last question Dolores. What if I told you that you were wrong? That there are no chance encounters? That you and everyone you know were built to gratify the desires of the people who pay to visit your world? The people you call the newcomers. Bernard Lowe: What if I told you that you […]

The Art of the Probe

Posted on December 8, 2016

Slade: How the hell did you know I didn’t have the king or the ace? Lancey Howard: I recollect a young man putting the same question to Eddie the Dude. “Son,” Eddie told him, “all you paid was the looking price. Lessons are extra.” ― “The Cincinnati Kid” (1965) There are only two great movies […]

You Had One Job

Posted on November 3, 2016

Lots more where this came from on you-had-one-job.com. Of course I think these pix and this meme are hilarious. But then I start to think about whether or not alternative investment strategies have done their job. I start to think about what that job is. And I go hmmm … Whenever you are about to […]

Anthem!

Posted on October 14, 2016

Ash: You still don’t understand what you’re dealing with, do you? Perfect organism. Its structural perfection is matched only by its hostility. Lambert: You admire it. Ash: I admire its purity. A survivor … unclouded by conscience, remorse, or delusions of morality. Parker: Look, I am … I’ve heard enough of this, and I’m asking […]

Cat’s Cradle

Posted on June 21, 2016

“I’m not a drug salesman. I’m a writer.” “What makes you think a writer isn’t a drug salesman?”   “No wonder kids grow up crazy. A cat’s cradle is nothing but a bunch of X’s between somebody’s hands, and little kids look and look and look at all those X’s . . .” “And?” “No […]

Optical Illusion / Optical Truth

Posted on May 4, 2016

Portion of original dot map by Dr. John Snow, the founding father of epidemiology, showing the clusters of cholera cases in the London epidemic of 1854. The visual representation of Snow’s data analysis convinced local authorities to shut down the contaminated public well at ground zero of the cholera outbreak, although it would be another […]