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Tag Archives: ZG

Why Am I Reading This Now? 11.29.21

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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False Binary Choices

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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Why Am I Reading This Now? 11.22.21

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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Olympic Boycott

From the ET Forum ... President Biden has announced that he’s thinking about a diplomatic boycott of the 2022 Winter Olympics in Beijing. What does this mean? Not much. This boycott would be in protest of the Chinese treatment of Uyghurs and the crackdown of freedoms in Hong Kong. It’s been proposed by international advocacy groups and some members of Congress. Biden saying that he’s seriously considering it is the first major attention the movement has received. Though he’s...

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Why Am I Reading This Now? 11.15.21

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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It’s Beginning To Look A Lot Like Christmas

From the ET Forum ... Finished your holiday shopping? I hope so or else you’re out of luck. If you wait any longer you might be in for an unpleasant surprise. Retailers around the world have announced their concern with inventory shortage and supply chain delays as we enter the most wonderful time of the year. Most people don’t start holiday shopping until at least September with most taking advantage of the Black Friday and Cyber Monday sales. This year that might be a problem....

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Pin The Blame On The Scapegoat

From the ET Forum ... On October 21, there was a tragic shooting on the New Mexico set of the film Rust. The TL:DR is that Alec Baldwin accidentally fired a prop gun that had live ammunition inside. This resulted in the death of cinematographer Halyna Hutchins and injured the director Joel Souza. That’s the basics of what happened. The full story is a bit more complicated. The investigation is still ongoing, but recent facts have come out that paint a very damning picture. Rust was...

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Second Chance

From the ET Forum ... They made a deal! IATSE was able to reach an agreement with studios and networks just 24 hours before the strike would have gone into effect. Now the deal must be sent to IATSE members for approval. If the majority of IATSE members don’t vote in favor of ratification, the strike is back on. While IATSE was able to get better pay across the board and better working conditions, a lot of members feel it’s not enough. Meanwhile. A strike did happen somewhere else....

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3 Strikes They’re Out

From the ET Forum ... If you hadn’t heard about the potential IATSE strike allow me to catch you up to speed. IATSE is the much needed abbreviation for the International Alliance of Theatrical Stage Employees. They’re the thousands of people who make movies and television. All those names in the credits, that’s them. And they’ve had enough. The crew works horrible hours with no breaks. Imagine your call time to work was 6am. But you have to wake up at 4am to get there in time and...

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Coming Soon to CBS

From the ET Forum ... The Activist is an upcoming reality show that really shouldn’t have made it past the “there are no bad ideas” stage of development. It’s the most tone deaf, disconnected concept I’ve ever seen. The basic idea is that the show will feature six activists from around the world and follow them as they “compete in missions, media stunts, digital campaigns and community events”. Think Shark Tank meets The Apprentice. Contestants will be judged on how much social...

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