When it comes to politics and social media, making up straw men about our enemies to make them look ridiculous seems like good entertainment. But beware embracing amusing-but-wrong cartoons in zero sum games.
Introducing the Epsilon Theory Discovery Map – a novel way to navigate the Epsilon Theory archives, not based on chronology or author, but based on connectivity, similarity and consistency in the underlying narratives.
We examine how Apple found both of the ways to lose on Narrative in less than two months’ time, and outline how that might change the playbook for the near-, medium- and long-term for different investor types.
We are living in a Golden Age of corporate management competence, driven by the adoption of process technologies and minimax regret strategies. That’s not going to stop in 2019, and it has major implications for your portfolio strategy.
Some resolution season advice for young professionals who would become successful professional investors without becoming charlatans – a task easier said than done.
Complex systems and uncertainty influence us to look for something – anything – to hang our hat on. The problem? We’re prone to hang our hats on extrapolations of the rare facts we can find, many of which have no explanatory power at the margin, where markets live and breathe.
Is it early days with the development of the Narrative Machine? Yes.
But not as early as you might think.
Eight crucial insights on how to incorporate Narrative data into an understanding of markets.
For the first time in weeks, the recessionary fearfest narrative is now declining, not growing. And that means Treasuries will have a really hard time working, no matter what happens in equities.
Summary on most narrative-linked news of one announcing US company and this week’s December non-farm payrolls and unemployment updates.
We’ve been doing it wrong with AI for too long. Time to do it right.
We can’t SOLVE for the future of complex social systems like markets or politics with algorithms. But we can CALCULATE the future of these systems with AI.