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The Portnoy Top

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. The Portnoy Top I’m coining the name … The Portnoy Top … here and now unless somebody else already has. Anybody who does not know what the Portnoy Top is, take a look. It’s self-explanatory. The Barstool Sports founder is a new,...

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No Country for Old Men

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. Wendell: You think this boy Moss has got any notion of the sorts of sons of bitches that’re huntin’ him?Ed Tom Bell: I don’t know, he ought to. He’s seen the same things I’ve seen, and it’s certainly made an impression on me.No Country for Old Men (2007) A personal...

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Misfortune vs. Carelessness

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. In its monthly jobs report released Friday, the BLS showed the US unemployment rate fell to 13.3% in May, as the economy gained 2.5 million jobs.BLS, however, noted its data collectors — for the third month in a row — misclassified some workers as “employed not at...

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Never Forget

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. Tiananmen Square, June 4, 1989 HONG KONG—Most years for the past three decades, the Rev. Youngman Chan has gathered with thousands of others in a Hong Kong park on June 4 to commemorate the students who died in 1989 while demanding democracy in China. …This...

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No Accident

Source: Christianity Today Both Ben and I have struggled somewhat with how to write about the murder of George Floyd last week. The most important reason we haven’t written much should be pretty obvious. In short, there are a lot of voices telling you how they feel about his death and the protests that have followed it. There are plenty trying to tell you how you should think and feel about it, too. In both cases, most of those voices are more worth listening to than those of...

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ET Live! – 6.2.2020

0 In this ET Live!, Ben and Rusty discuss all things pandemic recovery, markets and the narratYou have reached the maximum number of free, long-form articles for the month. Please join here to read the rest of this content. Paid Members can log in here.

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Self Assured Destruction

Epsilon Theory PDF Download (paid subscription required): Self Assured Destruction In the 1960s, our Cold War strategy evolved into Mutual Assured Destruction, a dangerous but stable relationship with the Soviet Union. In 2020, our Covid-19 War strategy devolved into Self Assured Destruction, a dangerous and utterly unstable relationship with the SARS-CoV-2 virus. As the story goes, a few weeks after JFK was inaugurated in January 1961, his new Secretary of...

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The PPP Narrative for Asset Managers

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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The Hertz Story Isn’t What You Think

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. Carl Icahn, sharing a laugh U.S. car rental company Hertz Global Holdings (HTZ.N) said on Tuesday it has paid about $16.2 million in retention bonuses to a range of key executives at the director level and above, days after the company filed for bankruptcy...

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A New Gilded Age

Source: Library of CongressHistory never repeats itself, but the Kaleidoscopic combinations of the pictured present often seem to be constructed out of the broken fragments of antique legends.The Gilded Age: A Tale of To-Day, by Mark Twain (1874) Winston Churchill has probably since eclipsed him in this regard, but for decades Mark Twain was the person to whom you attributed a quotation if you didn’t know who said it. That whole bit he did about history rhyming but not...

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