As far as cultural predictions go, nobody has anything on The Simpsons. They’ve simply been at
I Broke the Dam
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This commentary is being provided to you as general information only and should not be taken as investment advice. The opinions expressed in these materials represent the personal views of the author(s). It is not investment research or a research recommendation, as it does not constitute substantive research or analysis. Any action that you take as a result of information contained in this document is ultimately your responsibility. Epsilon Theory will not accept liability for any loss or damage, including without limitation to any loss of profit, which may arise directly or indirectly from use of or reliance on such information. Consult your investment advisor before making any investment decisions. It must be noted, that no one can accurately predict the future of the market with certainty or guarantee future investment performance. Past performance is not a guarantee of future results. Statements in this communication are forward-looking statements. The forward-looking statements and other views expressed herein are as of the date of this publication. Actual future results or occurrences may differ significantly from those anticipated in any forward-looking statements, and there is no guarantee that any predictions will come to pass. The views expressed herein are subject to change at any time, due to numerous market and other factors. Epsilon Theory disclaims any obligation to update publicly or revise any forward-looking statements or views expressed herein. This information is neither an offer to sell nor a solicitation of any offer to buy any securities. This commentary has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Epsilon Theory recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.
This commentary is being provided to you as general information only and should not be taken as investment advice. The opinions expressed in these materials represent the personal views of the author(s). It is not investment research or a research recommendation, as it does not constitute substantive research or analysis. Any action that you take as a result of information contained in this document is ultimately your responsibility. Epsilon Theory will not accept liability for any loss or damage, including without limitation to any loss of profit, which may arise directly or indirectly from use of or reliance on such information. Consult your investment advisor before making any investment decisions. It must be noted, that no one can accurately predict the future of the market with certainty or guarantee future investment performance. Past performance is not a guarantee of future results. Statements in this communication are forward-looking statements. The forward-looking statements and other views expressed herein are as of the date of this publication. Actual future results or occurrences may differ significantly from those anticipated in any forward-looking statements, and there is no guarantee that any predictions will come to pass. The views expressed herein are subject to change at any time, due to numerous market and other factors. Epsilon Theory disclaims any obligation to update publicly or revise any forward-looking statements or views expressed herein. This information is neither an offer to sell nor a solicitation of any offer to buy any securities. This commentary has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Epsilon Theory recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.
Bill Ackman looking more obsequious than Catturd was not an outcome I would have expected in the year of our Lord 2025, but here we are.
When he is speaking ex cathedra (which is conveniently at all times) Trump cannot be in error. It’s all part of the plan, and no you don’t get to know what the plan is ahead of time. Don’t be silly.
Way back in 2016 when he was merely the improbable nominee I made the observation that Trump’s supporters on Twitter would often climb out on some shaky limb and inevitably within a day he’d be standing at the base of the tree with a chainsaw. It happened so often that at one point I honestly entertained the possibility that it was all an Andy Kaufman inspired performance, politics as comedy, where both the medium and the art form were elevated to their highest level. I was saddened and disappointed when I realized it was all just accidentally funny.
But it IS funny. I’ll take what I can get.
South Park as prophecy. Yeah, I’m seeing it now.
12-15 years ago when our boys were teenagers they watched it regularly, recommending to my wife and I some of the nastier episodes so they could watch our reactions. We punted rather swiftly. Now is a different story entirely thanks to you, and if I’ve a mind to hit the stair-stepper with a couple hard ciders then South Park all the way! Lots of (predominantly) really good stuff, true LOLs.
In your piece you wrote:
“ You’re free to believe that we shouldn’t give people credit for putting out their own fires, but I’m not sure what purpose that kind of moralizing serves”, in reference to DJT.
Putting out one’s own fires does require acknowledgment, but for me this depends upon the context of how many fires someone tends to keep starting, and whether said fire is fully quenched or still left smoldering.
Setting and stoking so many fires is clearly the design. It is so chaotic that it can’t help but normalize even the most brazen norm breaking. The sheer volume gives cover to the grifts that get lost in the noise. The backpedals can be overlooked by the hive mind, ever confident the losses are minor setbacks in the larger battle plan.