The Narrative Giveth And The Narrative Can Taketh Away
The day-to-day and intraday market swings over the past six weeks have been absolutely ferocious. There really hasn’t been a … Read more
The day-to-day and intraday market swings over the past six weeks have been absolutely ferocious. There really hasn’t been a … Read more
A juvenile red-tailed hawk took up residence near our farmhouse soon after we moved onto the property, now eight years … Read more
Michael Crichton, who wrote “The Andromeda Strain” when he was in med school and went on to pretty much invent … Read more
The smartest animals on my farm aren’t my bees (although they possess the genius of the algorithm). It’s not the horses … Read more
Pennywise: Tasty, tasty, beautiful fear. … Eddie: Okay, so let me get this straight. It comes out, from wherever, to … Read more
As much as I dislike the chickens on our farm, I love my bees. Do they sting? Of course they … Read more
Out of all the animals we keep on our “farm”, chickens are the only ones that bring me no joy. … Read more
Two additions to Epsilon Theory today, a new long-form note by Rusty Guinn on the website, The Myth of Market … Read more
This is Bali, a three-year old mustang mare we adopted in 2016 from the Bureau of Land Management, trained by … Read more
These are baby-doll Southdowns, and yes, they’re exactly as cute as they look in this picture. We only have four … Read more
That space and time are only forms of sensible intuition, and hence are only conditions of the existence of things … Read more
Back by popular demand, it’s the Epsilon Theory Mailbag! Also read: Q2/H1 Hedge Fund Letters – Conferences, Calls, And More … Read more
Mr. Advocate, the rotten tree-trunk, until the very moment when the storm-blast breaks it in two, has all the appearance … Read more
But Brutus says he was ambitious; And Brutus is an honorable man. –Julius Caesar, Act 3 Scene 2 (1599) Also … Read more