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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 […]

Essence of Decision

Posted on September 16, 2016

The essence of ultimate decision remains impenetrable to the observer — often, indeed, to the decider himself. ― John F. Kennedy (1917 – 1963) “The Manhattan Projects” by Jonathan Hickman and Nick Pitarra (©Image Comics) I have found that the best way to give advice to your children is to find out what they want […]

Magical Thinking

Posted on September 1, 2016

Duane Hall: Can I confess something? I tell you this as an artist, I think you’ll understand. Sometimes when I’m driving … on the road at night … I see two headlights coming toward me. Fast. I have this sudden impulse to turn the wheel quickly, head-on into the oncoming car. I can anticipate the […]

The Placebo Effect

Posted on April 20, 2016

BOTOX® is the only FDA-approved, preventive treatment that is injected by a doctor every 12 weeks for adults with Chronic Migraine (15 or more headache days a month, each lasting 4 hours or more). BOTOX® prevents up to 9 headache days a month (vs up to 7 for placebo). BOTOX® therapy is not approved for […]

My Passion is Puppetry

Posted on April 6, 2016

Campaign Company Launch Date “Flo” Progressive Insurance 2008 “Rhetorical Question” “Happier Than A … ” “Did You Know?” “It’s What You Do” GEICO 2009 2012 2013 2014 “Mayhem” Allstate 2010 “University of Farmers” Farmers Insurance 2010 “Magic Jingle” State Farm 2011 2011 “That’s Not How It Works” Esurance 2014 “Chicken Parm You Taste So Good” […]

Storm Warning

Posted on December 14, 2015

Unfortunately for mariners, the total amount of wave energy in a storm does not rise linearly with wind speed, but to its fourth power. The seas generated by a forty-knot wind aren’t twice as violent as those from a twenty-knot wind, they are seventeen times as violent. A ship’s crew watching the anemometer climb even […]

More Probable Than Not

Posted on May 11, 2015

The only thing that I ask from this group today and the American people is to judge me from this day forward. That’s all I can ask for.  – Alex Rodriguez press conference, February 17, 2009, regarding his steroid use from 2001 – 2003. I’m ready to put this chapter behind me and play some ball.  […]

Hey Spike

Posted on October 9, 2014

The strong do what they can, while the weak suffer what they must. — Thucydides, “The History of the Peloponnesian War” (395 BC) Global growth is really bad! Hooray! That was the verdict of US markets yesterday, as the Fed minutes “revealed” (to use the breathless phrasing of mainstream financial media) a “growing concern” with […]