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Epsilon Theory on Tape: The Icarus Moment

Epsilon Theory Podcast

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The Triumph of the Cartoon

As an investor, it puts me at war with myself. Do i invest on the basis of reality or abstractions? I'll probably do the latter. But that's just my alienation as an investor. I am equally if not more, alienated as a citizen. Let's turn to the weekly theatre of new unemployment claims,. presented every thursday morning at eight 30 a m. This is, historically speaking, a decidedly uninteresting and low prestige data series. From mid two thousand nine on over the next three or four years, any one who was actively involved in markets would know whether or not the weekly initial unemployment data had surprise to the upside Or down side.

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