Jesse: And why’d you go and tell her I was selling you weed? Walt: Because somehow it seemed preferable to admitting that I cook crystal…
Everything under heaven is in chaos; the situation is excellent. ― Mao Zedong (1893 – 1976) A quick email on China’s currency devaluation last night.…
A quick Epsilon Theory email and a quick announcement. Announcement first. I’ll be giving a 1-hour webcast on Risk Premia strategies next Tuesday, August 4th,…
War is too important to be left to the generals. – Georges Clemenceau (1841 -1929) Competition has been shown to be useful up to a…
There are decades where nothing happens; and there are weeks where decades happen. – Vladimir Lenin (1870 – 1924) In 1914, Europe had arrived at…
Man in Black: All right. Where is the poison? The battle of wits has begun. It ends when you decide and we both drink, and…
Want to get hours of your week as a professional investor back? Want to reduce pointless portfolio activity and bad use of time with clients? Stop predicting games of chicken.
I’m with you in Rockland where we are great writers on the same dreadful typewriter. – Allen Ginsberg, “Howl” (1956) Give me a long enough…
More on Information Theory.
The only thing that I ask from this group today and the American people is to judge me from this day forward. That’s all I…