Thursday , October 17 2019
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Domino Theory

DISCLOSURES 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...

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To My Fellow Billionaires …

To receive a free full-text email of The Zeitgeist whenever we publish to the website, please sign up here. You’ll get two or three of these emails every week, and your email will not be shared with anyone. Ever. That’s Salesforce.com CEO Marc Benioff chatting with his buddy Jim Cramer in the top photo, and on the bottom that’s Benioff and his fellow multi-billionaire Ray Dalio from their perch at Davos, where they appeared to tsk-tsk us about populism and wealth...

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ET Election Index (Candidates) – October 15, 2019

This is the fifth installment of Epsilon Theory’s Election Index. Our aim with the feature is to lay as bare as possible the popular narratives governing the US elections in 2020. That includes narratives concerning policy proposals and candidates found in the news, opinion and feature content produced by national, local and smaller outlets. Our goal is to make you a better, more informed consumer of political news by showing you indicators that the news you are reading may be...

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The Common Knowledge of Inflation

To receive a free full-text email of The Zeitgeist whenever we publish to the website, please sign up here. You’ll get two or three of these emails every week, and your email will not be shared with anyone. Ever. Until an hour before the Devil fell, God thought him beautiful in Heaven. That’s my fave Arthur Miller quote, from The Crucible. Our Devil is inflation, and today we think him beautiful in Heaven. The low rate of inflation, reflected in the CPI and...

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US Recession Monitor – 9.30.2019

DISCLOSURES 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...

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US Fiscal Policy Monitor – 9.30.2019

DISCLOSURES 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...

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Trade and Tariffs Monitor – 9.30.2019

DISCLOSURES 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...

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Central Bank Omnipotence Monitors – 9.30.2019

DISCLOSURES 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...

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Inflation Monitor – 9.30.2019

DISCLOSURES 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...

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In Chinese, the Emphasis is on the Second Syllable

To receive a free full-text email of The Zeitgeist whenever we publish to the website, please sign up here. You’ll get two or three of these emails every week, and your email will not be shared with anyone. Ever. To inspire and nurture the human spirit – one person, one cup and one neighborhood at a time. That’s the Starbucks corporate mission statement. LOL. Starbucks’ stores in Hong Kong were recently burned and vandalized amid the escalating protests and riots...

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