Thread by @EpsilonTheory

Over the past 7+ years, we've published >1,000 notes, many of them novella length. At one point I counted up the words and it came out to writing War and Peace ... twice.

epsilontheory.com

It's the question I get more than any other from new readers: how do I get into Epsilon Theory?

Or relatedly from more seasoned readers: how do I show other people what Epsilon Theory is all about?

So we're taking the core Epsilon Theory articles out from behind the paywall, organizing them, and making them available for everyone to access in the form they prefer to access them.

We've started with a four-part series from 2018 - Things Fall Apart.

epsilontheory.com/things-fall-ap…

Part 1 - In politics we have what Yeats called a widening gyre, where a steady stream of extremist candidates, each very attractive to their party base, pulls all voters into a greater state of polarization, leaving a center that does not and cannot hold.

epsilontheory.com/things-fall-ap…

Part 2 - In markets we have a black hole, where the massive performance gravity of passively managed U.S. large cap stocks pulls all investors into its clutches over time, subverting both the reality and the faith in portfolio diversification.

epsilontheory.com/things-fall-ap…

Part 3 - How to make our way as investors in a polarized politics and a monolithic market. The deflationary shocks of the modern world are major market risks, but you’ll survive. The Fourth Horseman, however, changes everything about investing.

epsilontheory.com/things-fall-ap…

Part 4 - How to make our way as citizens in a fallen world, with clear eyes and full hearts to make it better. Take back your vote. Take back your distance. Take back your data.

As below, so above.

epsilontheory.com/things-fall-ap…

For each note, we've made PDFs for people who like to read from a printed page.

We've also made audio recordings for people who like to listen, available directly on the website, or as "Epsilon Theory on Tape" through iTunes.

podcasts.apple.com/us/podcast/eps…

And on Spotify.

open.spotify.com/show/3ZXOnreiG…