The Epsilon Theory Archive

“History doesn’t repeat itself, but it often rhymes.” Mark Twain said that, or Abraham Lincoln depending on what corner of the internet you find yourself on any given day. Likewise, there are common themes, topics and subjects that run throughout the Epsilon Theory archive. All of our writing is categorized, tagged and organized to be easily accessible, but beware: your search for truth on one matter may very well lead you down any number of rabbit holes (and we hope that it does).

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We’d like to believe that information and analysis can tell us the true value of something but the reality is that investment returns are always and everywhere a behavioral phenomenon. Read more »

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Rusty lays out the perils of playing at diversification instead of actually doing it. Read more »

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Many investors can – and if they are acting as fiduciaries probably ought to – take more risk. Read more »

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How genealogical stories can help us understand asset classes and risk. Read more »

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Once again, baseball teaches us important life lessons. Or at least value investing lessons. Read more »

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The endless tweaking, trading and rebalancing of our portfolios takes spot #4 on our list of Things that Don’t Matter. Read more »

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