Tuesday , January 19 2021
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Tag Archives: Premium

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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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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ET Live! – 12.15.2020

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 ZIRP Paradox

Source: Tesla, SpaceX It is the Christmas season, which means that it is time for your usual obligatory reminders and warnings about consumerism. It is also Christmas in a pandemic year, so those warnings will come with an additional “Hey, we know your kids are upset about 2020 but don’t make it worse by trying to make it better with a boatload of crap they don’t need” on the label. That, and “Hey, maybe a year in which a lot of people are hurting would be a good one to teach...

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The Merger Is Complete

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. Takeaways Continued V-shaped, economic and risk-asset recoveries are unlikely, but don’t let the facts interfere with a good story. Buy the bull*&-t for a trade into Christmas on fund flows, but don’t buy into the...

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The Ghosts of Commentary Future

“Are these the shadows of the things that Will be, or are they shadows of things that May be, only?”A Christmas Carol, by Charles Dickens (1843) With Thanksgiving in the books, we are approaching a special time of year. No, not Christmas. Not Hanukkah. Not even the season when some dumpster fire of a team from the NFC East manages to limp into the playoffs with a 5-11 record. It’s outlook season. Now, we are critical of financial market commentary most of the time, for the...

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AMA? BITFD!

Epsilon Theory PDF Download (paid subscribers only): AMA? BITFD! If you’re a medical doctor, you probably received an email like this in recent days from the American Medical Association, a tax-exempt not-for-profit corporation organized under section 501(c)(6) of the US tax code: Subject: Dr. XYZ, don’t wait to get the PPE you need from the AMADear Dr. XYZ,Since the start of the pandemic, physicians across the country have gone above and beyond to keep patients safe. Yet after...

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ET Live! – 11.17.2020

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 Endemic Mindset

There really aren’t any more just-the-flu-ers these days. OK, sure, there are still some solitary specimens sticking to their guns, so please don’t send me screenshots of your crazy uncle’s Facebook feed. But by and large, over the last several months the just-the-flu meme has faded, having evolved into another species that is far more well-adapted to our environment. Far more resilient. The ecological niche in our politics previously filled by the just-the-flu meme has been...

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