Westworld
If political parties in Western democracies were stocks, we’d be talking today about the structural bear market that has gripped that sector. Show m…
Category: US Politics
Mailbag: Life in Trumpland
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…
American Hustle
There are three questions I’d like to answer in this Epsilon Theory note: what did the Narrative Machine tell us about the market immediately before…
Anthem!
I want to be a patriot again. I want to be a fundamental investor again. It won’t ever be exactly like it was before, but that’s okay. A renewed f…
Virtue Signaling, or … Why Clinton is in Trouble
Don’t get me wrong. I’m thoroughly despondent about the calcification, mendacity, and venal corruption that I think four years of Clinton™ will …