American Hustle

USflagIn his inimitable way, Ben Hunt attempts to come to terms with the results of the implications of the recent US election. "There are three questions I'd like to answer in this Epsilon Theory note: what did the Narrative Machine tell us about the market immediately before and immediately after the November 8 election, what am I preparing for now as an investor and what am I preparing for now as a citizen? I'm giddy about the first, quietly confident about the second, and pretty darn depressed about the third. Could be worse, I suppose". Read more