A quick email to Epsilon Theory readers on what’s happening in Europe, because we’ve seen this movie before. On August 2, 2012 Mario Draghi gave…
Zero-sum, Elliot. You’re playing a game you already lost. You know I’m right. – “Mr. Robot” (2015) You can have anything you want But you…
We all sing along But the notes are wrong – Matt & Kim, “Get It” (2015) The strong do what they will, and the weak…
As longtime Epsilon Theory readers know, I’m a big comic book fan. One of the joys of a comic done well is the effective representation…
Faramir: Then farewell! But if I should return, think better of me. Denethor: That depends on the manner of your return. – J.R.R. Tolkien “The…
Kilgore: Smell that? You smell that? Lance: What? Kilgore: Napalm, son. Nothing else in the world smells like that. – Apocalypse Now (1979) Hello, hello, hello,…
I’m a China bull, let’s get that out of the way first. But like anything connected with the global industrial and commodity complex today, from…
For the last six months I’ve been trying to figure out how to incorporate reader correspondence into Epsilon Theory. We’ve reached a point of both…
Unfortunately for mariners, the total amount of wave energy in a storm does not rise linearly with wind speed, but to its fourth power. The…
Sen. Geary: Hey, Freddie, where did you find this place? Fredo Corleone: Johnny Ola told me about this place. He brought me here. I didn’t…