I’ve received a lot of questions over the past few weeks about Russia and the Ukraine, and why I don’t include this flashpoint in my…
A trilogy is a pretty abstract notion. You can apply it to almost any three things. – Jonathan Demme Mozart: So then you like it?…
I distributed this Epsilon Theory reading list last summer, but it never made it to the website. Given the volume of requests I receive for…
I started the Epsilon Theory project nine months ago with the publication of a “Manifesto” and an email to a few hundred friends and colleagues.…
Same as it ever was, same as it ever was, same as it ever was, same as it ever was – Talking Heads, “Once in…
One of the things I like to keep my eye on when I’m puzzling out what’s going on in the market are the specific company…
Le roi est mort, vive le roi! – French proclamation as coffin of old king is placed into burial vault of Saint Denis Basilica. The…
Apocalypse Now (1979), based on “Heart of Darkness” by Joseph Conrad Kurtz: Did they say why, Willard, why they want to terminate my command? Willard:…
Two brief observations on incipient shifts in powerful Narratives … First, China. The pleasant charade that recent currency intervention was nothing more than an effort…
The Secret of life is honesty and fair dealing. If you can fake that you’ve got it made. These are my principles, and if you…