Archives » Epsilon Theory

Epsilon Theory State of the Union

Posted on December 30, 2015

For the last six months I’ve been trying to figure out how to incorporate reader correspondence into Epsilon Theory. We’ve reached a point of both reader quantity (well more than 60,000 active email subscribers here at year end, >5x where we started the year) and reader quality (I’d put the sheer firepower of ET subscribers […]

The Andromeda Strain

Posted on November 12, 2015

Briefly stated, the Gell-Mann Amnesia effect is as follows. You open the newspaper to an article on some subject you know well. In Murray’s case, physics. In mine, show business. You read the article and see the journalist has absolutely no understanding of either the facts or the issues. Often, the article is so wrong […]

Two Growth Announcements and One Not So Much

Posted on June 10, 2015

I’m with you in Rockland where we are great writers on the same dreadful typewriter. – Allen Ginsberg, “Howl” (1956)  Give me a long enough lever and a fulcrum on which to place it, and I will move the world. – Archimedes (287 – 212 BC)  Play-offs?!? Don’t talk about…Play-offs?!? You kidding me? Play-offs?!? – […]

Epsilon Theory Mailbag: Bitcoin and Big Data

Posted on March 9, 2015

One of the best parts of authoring Epsilon Theory is the correspondence I get from readers. For the past few months, however, I’ve been frustrated by my inability to respond to every writer with the same attention and thoughtfulness evidenced by their emails. Between my day job and the effort each Epsilon Theory note requires, […]

Wherefore Art Thou, Marcus Welby?

Posted on October 30, 2014

Seek not the favor of the multitude; it is seldom got by honest and lawful means. But seek the testimony of few; and number not voices, but weigh them. ― Immanuel Kant Have you no sense of decency, sir? At long last, have you left no sense of decency? ― Joseph Welch, counsel for the […]

Best of List

Posted on September 26, 2014

I’ll have a new full-length Epsilon Theory note out early next week (“Going Gray”), but wanted to pass along two background points. First, a replay of last week’s webinar – “The Game of Thrones and the Game of Markets” – is available from our friends at RIA Channel, and can be accessed here. Second, for all […]