We're taking the core Epsilon Theory notes and putting them outside the paywall. Free to read. Free to download. Free to listen.

First up ... The Long Now.

Tick-tock.

epsilontheory.com/the-long-now-p…
The Long Now is the economic stimulus and the political fear that the Nudging State pulls forward from the future to subvert our autonomy of mind.

How do we return to what is real?

We make. We protect. We teach.

epsilontheory.com/the-long-now-p…
What is the Nudging State's most potent ability? They have mastered the art of stealing our tells. At scale.

Here’s how we resist. At scale.

epsilontheory.com/the-long-now-p…
The Long Now has severed the tether between taxation and spending – the most important policy relationship in our social lives as citizens and investors.

Here’s what we’re going to do about it.

epsilontheory.com/the-long-now-p…

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More from @EpsilonTheory

16 May
I don't think the Israel realizes they are winning the military battle but losing the narrative war.
Here's an example of what I mean. When Justin Amash says this and isn't ratioed, something has changed dramatically in the Israel-Palestine narrative.

From its founding to, say 2000, Israel was clearly the winner in any narrative war. It's only in the past 20 years that this position has deteriorated, and I don't think any faction in the Israeli gov't realizes how much the narrative losses have accelerated over the past week.
Read 4 tweets
13 May
McDonald’s increases hourly wages in company-owned stores by 10% across the board, entry-level wage from $11/hr to $17/hr. nytimes.com/2021/05/13/bus…
“Transitory inflation” is the new “subprime is contained”.

epsilontheory.com/wage-inflation…
Read 4 tweets
6 May
David Swensen was a giant, as authentic and genuine in real life as he was influential in market life. He will be missed.

We have 3 Epsilon Theory notes focused on Swensen, written by @dsaleminvestor, links to follow.
wsj.com/articles/david…
ET note #1 focused on David Swensen, by @dsaleminvestor.

epsilontheory.com/notes-from-the…
ET note #2 focused on David Swensen, by @dsaleminvestor.

epsilontheory.com/notes-from-the…
Read 4 tweets
25 Apr
This tweet is 11 days old and nothing has changed.
Here's the latest from the White House on India and Covid ... inane platitudes as they try to walk back the disastrous decision not to allow export of vaccine feeder stocks. Barf.

White House to India: "thoughts and prayers!"

Read 4 tweets
13 Apr
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…
Read 9 tweets
11 Apr
My god.
Covid deaths in India growing exponentially, too, following case growth w/ ~2 wk lag as it always does.

IFR looks to be higher in this new wave, as is the case with most variants.
Airline passengers from India to the US must show a negative Covid test within 72 hours of travel. Given the explosive spread and unknown pathology of the Indian variant I think this is insufficient. I think all flights originating in India should be barred from entering the US.
Read 4 tweets

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