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ET Podcast #3 – The Ireland Event

The Epsilon Theory podcast is free for everyone to access. You can grab the mp3 file below, or you can subscribe at: Spotify: https://open.spotify.com/show/3ZXOnreiGGiUtuGHzbin6d Apple: https://podcasts.apple.com/us/podcast/epsilon-theory-podcast/id1107682538 In episode #3 of the Epsilon Theory podcast, Rusty and I discuss the dramatic spike in Covid cases in Ireland over the last two weeks of December, and the risk of seeing a similar “Ireland Event” here in the US....

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The Ireland Event

Daily reported new Covid cases, Ireland, through Jan. 7, 2021 For the past year, I’ve been consumed with how Covid numbers are used/manipulated to create political narratives. From China to WHO to don’t-test-don’t-tell to Covid Trutherism in all its forms … that’s been the windmill I’ve tilted at for almost 12 months now. Last week I became consumed by a new twist on all this – Covid numbers that were being largely ignored. Insane infection numbers coming out of UK and Ireland,...

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Reap the Whirlwind

The dirty little secret of every riot and protest and looting that ever existed in the history of mankind … IT’S FUN.Lucifer’s Hammer on Epsilon Theory, August 31, 2020 During the summer of 2020, as widespread non-violent protests for racial justice gave way to steadily creeping violence and property destruction, we published our concerns on these pages that there was practically zero political will – and zero political incentive – by either party to do what was necessary to reduce...

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The Ireland Event

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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Just a Fantasy

This piece is written by a third party because we think highly of the author and their perspective. It may not represent the views of Epsilon Theory or Second Foundation Partners, and should not be construed as advice to purchase or sell any security. Is this the real life?Is this just fantasy?Caught in a landslideNo escape from realityOpen your eyesLook up to the skies and seeI’m just a poor boy, I need no sympathyBecause I’m easy come, easy goA little high, little lowAnyway...

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What Does Inflation Mean For Your Portfolio?

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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“Suicide Bomber” vs suicide bomber

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 a still from the police camera on 2nd Avenue in Nashville, Tennessee on Christmas morning, capturing the detonation of a large bomb. The bomber was killed, eight people were injured, and massive damage was done to an entire downtown city block, including the...

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ET Podcast #2 – Personal Finance

I’ve appeared on 100+ podcasts and webcasts for other people, so for 2021 we’re going to join the fun! Our podcast is free for everyone to access, and you can grab the mp3 file below, or you can subscribe at: Spotify: https://open.spotify.com/show/3ZXOnreiGGiUtuGHzbin6d Apple: https://podcasts.apple.com/us/podcast/epsilon-theory-podcast/id1107682538 In episode #2 of the Epsilon Theory podcast, Rusty and I have a conversation with Brian Portnoy, author of The Geometry of...

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The Spice Must Flow

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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Whatever It Takes

As Monty Python would say … and now for something completely different. It’s JPow fanfic day here at Epsilon Theory. Or “every day” as they refer to it on Wall Street. This piece was written by William, aka @andrewyang2024 on Twitter, and we’re publishing it because we think it’s a little weird and very clever. It may or may not represent the views of Epsilon Theory or Second Foundation Partners, and – not that you could even if you wanted to – it should not be construed as...

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