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its technical sense here, as an abstraction of an abstraction. I’ve written about these cartoons of macroeconomic data in service to political ends quite a bit (in fact, earlier this…
(just based on critical cases) looks to be a couple weeks behind, say, NYC. I can certainly see why the combination of concentrated aged population centers and recent flaunting of…
Carolina coast and western slope Colorado housing prices are rising to catch up with building costs. Check out lumber, cement, copper, pvc prices. Also immigration policy has hit labor force…
break open the news to reveal the Nudging language behind the headlines. Media bias is real, but not in the way you think. https://www.youtube.com/watch?v=6-gU3KM16p4&t=889s The recession-is-coming narrative is dead and…
terrorists win” kind of thing? This language of “domestic terrorists” and how Trump supporters and Biden critics are “extremists” is entirely intentional on the part of Biden and his media…
terrorists win” kind of thing? This language of “domestic terrorists” and how Trump supporters and Biden critics are “extremists” is entirely intentional on the part of Biden and his media…
the US government. “Yay, College!” becomes narrative cover for an academic-industrial complex that rivals the medieval Catholic Church not only in its sheer size and societal reach, but also in…
that can create opportunities with uncorrelated sources of return. I believe that there are changes in the structure of markets that occur from time to time that can create periodic…
concentrated cohort of oft-referenced Boomers approaching or at retirement age. Memes of “Yay, Alignment!” have shifted executive and board compensation programs toward equity-linked incentives from cash compensation, creating “necessity” on…
Cass Sunstein, wherein they describe a system of “libertarian paternalism” for State-directed “choice architectures” to improve public policy outcomes by influencing our behavior through clever framing techniques. To be clear,…
Regulatory Authority (“FINRA”) and the Securities Exchange Commission (‘SEC”), and/or HBUS, which is regulated by the Office of the Comptroller of the Currency (“OCC”), the U.S. Commodity Futures Trading Commission…
relationship but similarly independent of social or cultural reinforcement. In practice, however, archaeological evidence still suggests that early hominin social structures and rudimentary forms of proto-communication almost certainly accelerated the…
powerfully connected because education is topically connected. Health care institutions are attached to colleges. University research studies influence industry, technology and commercial research. Graduates take jobs in industry. But its…
on taking audience reach of articles into account. You’re correct that metadata like publication reach isn’t part of the NLP algo, which is really just a brute force linguistic comparison….
challenge their betters? Ordnung muss sein. The Very Serious Investor couches his objections in the language of finance. “stocks divorced from fundamentals” “inefficient capital allocation” “significant mispricings in the cost…
an ecosystem of academics, administrators, cancellation artists, and professional wokescolds, it’s an army of podcasters, media personalities, preachers, minor officials and politicians willing to trade a bit of integrity for…
remark that Christie herself was probably unaware of these patterns, follow this link: https://www.kiangle.com/notes-from-the-agatha-christie-code/ Also, again based on concordance research, it seems that Christie was succumbing to dementia…
management and baseball PDF Download (Paid Subscription Required): https://www.epsilontheory.com/download/17005/ Comments welcome on Notes from the Diamond! Contact David directly at: Email: david.salem@epsilontheory.com Twitter: @dsaleminvestor Endnotes [1] Paul and Lloyd Waner notched…
… you’re nuts. https://www.epsilontheory.com/you-dont-have-to-dance-every-dance/ Rise in CMBS IO Loan Issuance Surpasses Pre-Recession Levels, Worrying Some in the Industry [NREI] Competition that is fueling a spike in interest-only (IO) loan issuance…
Lateran Council of the Catholic Church decreed that everyone, king and commoner alike, should practice individual confession. In a very real sense, the IDEA of privacy — the concept of…