Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
On Wednesday, October 11, the 30-year yield declined 13.8 bps (NY to NY last trade), its third biggest one-day decline in yields since November 2020.
Yesterday, October 12, the 30-year yield rose 16 bps. This was the biggest one-day increase since March 2020.
This is what unmooring looks like!
A sample of what you’ll find on the Epsilon Theory Forum – a safe space for full-hearted people to voice their concerns and hopes and observations about today’s world without the emotional cudgel of cancellation or the emotional crutch of an echo chamber. You know … what social media should be!
And yes, it’s for paid subscribers only, which is how we keep the trolls at bay.
ET contributor Kyla Scanlon was stuck. So she went biking with strangers who through the magic of talking became friends and confidants. And that’s how you get unstuck.
The political world is becoming more polarized by the day. In our previous episodes, we have looked at why this is occurring, and why it is likely to get worse before it gets better.
But that doesn’t mean we should give up. There are many things those of us who don’t want to give in to this polarization can do to better navigate this world and to find like minded people who also feel the same way.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
The narrative archetype “Supply and Demand” tm is typically trotted out to describe a market move that no one has a better answer for. It’s not particularly useful for a directional trade, though, as it is inherently cyclical and mean-reverting.
Yes, this is a note about oil prices. But more importantly it’s a note about all the changes in correlation and transmission to FX that have happened over the past few years.
Invasive species are a known “bad thing”. An organism that’s introduced to an environment and ruins it. So why don’t we do anything about them? And is there even anything we can do?
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.