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Mailbag: Life in Trumpland

Posted on March 6, 2017

The best part about this job, other than being recognized in random bars by 50-year old financial advisors who are always good to buy me a drink (hey, you take your celebrity where you can), is the correspondence with readers. I began writing Epsilon Theory 3+ years ago from a pretty dark place, and it’s […]

I’m Not Predicting, I’m Observing

Posted on March 2, 2017

George Soros has a great line, one that I’ve stolen many times: “I’m not predicting. I’m observing.” We really don’t have a crystal ball, and it really is a dumb idea to pretend that we do. But what’s not dumb is to keep your eyes and ears open, observing both what the world is telling […]

The Evolution of Competition

Posted on February 7, 2017

Death inspires me Like a dog inspires a rabbit. ― Twenty One Pilots, “Heavydirtysoul” (2017) Sometimes a cigar is just a cigar. ― Sigmund Freud, who probably never actually said this (but should have) Over the past few weeks, I’ve had a fight with my wife, spoiling an otherwise wonderful night out, and email spats with two […]

American Hustle

Posted on November 17, 2016

Irving Rosenfeld:   Did you ever have to find a way to survive and you knew your choices were bad, *but* you had to survive? ― “American Hustle” (2013) Only when I wake up in the morning. Nothing but caper movie quotes today. Seems appropriate.   Doyle Lonnegan: I put it all on Lucky Dan; […]