We are pleased to announce the launch of Epsilon Theory Professional, or ET Pro. It is a service designed to leverage our Narrative research more directly for investors and asset owners. Learn more about the types of content and research we’re doing here.
Discretionary investment always and in all ways boils down to two things: edge and odds. In the US-China trade war game of Chicken, you have no edge. And you don’t know the odds. Time to sit this dance out.
We will be live at 2PM on Tuesday, December 11, 2018. Click here to get more information about ET Live, how to subscribe and how to get your questions in for the day.
It’s possible to do good AND to do well. ET’s Neville Crawley interviews Lev Plaves, Senior Investment Manager at Kiva, on banking the unbankable – refugees and internally displaced populations.
Key articles for companies reporting the week of December 10, 2018
Ben’s weekly summary of the week that was in financial markets for the week ended December 7, 2018.
Sometimes the dog that doesn’t bark gives as loud a warning as the dog that does. That was true for Sherlock Holmes, and it’s true for investors, too.
Just because something is true doesn’t mean that it can’t also be transformed into a Meme. That is, in fact, the usual outcome when an idea encounters resistance. But this isn’t a path to truth.
The market is not a clockwork machine, even though we all think it is. No, the market is a bonfire.
If you want to learn how you will be nudged in the future, look to the same places: Vegas and Video Games.