Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
The Epsilon Theory commentariat is the best thing on the Internet today. Watch from a distance if you like, but when you’re ready … join us!
These are the major topics and ideas we discussed during the 07/15/2022 Office Hours as well as some of the biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
These are the major topics and ideas we discussed during the 07/08/2022 Office Hours as well as some of the biggest takeaways. If you have something you want to add to the conversation, let us know in the comments and join us next time.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
Over the past 25 years, our leaders have intentionally constructed an Apocalypse Now world of proclamation and fiat, where our wealth has grown much faster than our economy.
The bill is due for their hubris, and inflation is here to collect it.
I believe that it is impossible in a robust, ie, non-financialized and non-levered macroeconomic world, for a nation’s people to be a lot richer than their economy grows.
But that’s where we are.
Recent major media stories that feel to us like they’re part of a larger Narrative campaign.
ET contributor Brent Donnelly has some advice that’s ostensibly for sell-side traders, but is actually for everyone in markets. And everyone who isn’t.