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as so close economically they could never go to actual war. But the current trade conflict could be the start of a long process driving the two countries into separate economic…
hand out the Carson, Cruz and Trump roles to some combination of Warren, Harris and Sanders? No. There are different circumstances for each (not least Sanders’s prior electoral history), and…
much think so. I can’t tell you which equilibrium in a game of Chicken will prevail, but there will be an equilibrium reached, probably one where both China and the…
presence into the narrative structure, despite being less present on the formal campaign trail. Candidate Cohesion Summary Commentary on Candidate Cohesion Post-debate Sen. Harris has a much more coherent narrative…
its linguistic connectedness to popular pop culture debates about Tesla’s new competition in the EV space, to heightened financial markets attention to energy narratives in September, and to broader political…
you start to get the picture of what a change in vernacular looks like. For example: Articles about brands and competitive advantage in grocery store chains rank among the top…
publicly traded companies. Lawrence Pusateri Big company bad – small company good. Michael McVey Ben- you are so right on. Call me an idealistic dreamer, but- what if investors were…
The Epsilon Theory podcast is free for everyone to access. You can grab the mp3 file below, or you can subscribe at: Bitcoin has been subverted by the neutering machine of…
The Epsilon Theory podcast is free for everyone to access. You can grab the mp3 file below, or you can subscribe at: Cursed Knowledge is our latest podcast that explores…
ChaChaCha DNA IV, LLC; ChaChaCha SPAC B, LLC; ChaChaCha SPAC C, LLC; ChaChaCha SPAC D, LLC; ChaChaCha SPAC 5, LLC; and ChaChaCha SPAC F, LLC – are SEC reporting entities…
CPR. Check it out! Narrative Research: It’s been teased in previous Office Hours, but Ben was finally able to announce the creation of the Applied Research Center (ARC) for Narrative…
What do you think about the charts? Does anything stand out to you? Worst Case Scenario: Ben’s looking for a quick sanity check. Looking down the track at where the…
Ben said his spidey sense was tingling. That what was happening in the economy was becoming systemic and at the center of the cracks was Europe. The problem is in…
historical trends and similarities to current problems. Some of these charts will appear on the Forum or on notes, but most will remain unique to Office Hours. Pack Questions: We…
Ben’s thoughts on markets, politics, and current events. Every Monday I post a brief recap of the previous OH. This is not a transcription of the call and doesn’t cover…
ideas expressed in the note originated from Office Hours. And it was the Pack discussions that helped fine tune the final version. Coming full circle, this was a chance to…
Reserve have to course correct is nil. So possible, yes. Likely, no. Political Risk: This was the bulk of our Office Hours discussion, cooperation vs competition. When Ben started Epsilon…
Ben’s thoughts on markets, politics, and current events. Every Monday I post a brief recap of the previous OH. This is not a transcription of the call and doesn’t cover…
the conversation, Ben used simple economic ideas like “interest rates up = currency stronger” to help us understand the more complex ideas he was describing. It was a great way…
Ben’s thoughts on markets, politics, and current events. Every Monday I post a brief recap of the previous OH. This is not a transcription of the call and doesn’t cover…