The Zeitgeist | 2.11.2019

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This is our feature of the 10 most on-narrative (i.e. interconnected, highly similar) stories in financial media. It’s not a list of best articles, or articles we think are most interesting, or articles we agree with. But if you’re going to read 5-10 stories when you start your day, these are the ones that are most connected to the financial news that got published today.

For Boeing, juggling cash flow often means “another ‘Houdini moment'”

Proper Portfolio Diversification – Have We Become A ‘Fly In A Bottle’?

Why venture capitalists love fintechs

More to our success than low corporate tax

Banking Royal Commission – managed investment funds under the spotlight

Elizabeth Warren kicks off presidential bid with challenge to super wealthy – and other Democrats

Warren refocuses populist message in official kickoff

Waiting For The Bears To Say ‘Uncle’

EMERGING MARKETS-Shares rise on optimism over trade talks

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The Zeitgeist | 2.8.2019

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This is our feature of the 10 most on-narrative (i.e. interconnected, highly similar) stories in financial media. It’s not a list of best articles, or articles we think are most interesting, or articles we agree with. But if you’re going to read 5-10 stories when you start your day, these are the ones that are most connected to the financial news that got published today.

A Storm Is Coming to the Global Music Industry – and More than $100 Billion Is at Stake

Tesla cuts the price of its Model 3 AGAIN: Electric car maker slashes $1,100 off its most affordable vehicle in second cost reduction this year as production finally ramps up

A positive picture: How banks are presenting their art treasures in a better light

ESG investing: how the rise of data can undermine human rights

Looking At Standalone Maersk Drilling Through Potential M&A Lens

Citi just revealed unflattering pay data. Will other banks follow suit?

Thomas Cook Stock Falls as Brexit Seen Hampering Airlines Sale

LAZY SUNDAY Average Brit spends Sundays eating roasts, taking strolls and watching films  (Ed Note: If you’re able to take a stroll, you’re not doing Sunday lunch correctly)

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The Zeitgeist | 2.7.2019

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This is our feature of the 10 most on-narrative (i.e. interconnected, highly similar) stories in financial media. It’s not a list of best articles, or articles we think are most interesting, or articles we agree with. But if you’re going to read 5-10 stories when you start your day, these are the ones that are most connected to the financial news that got published today.

Wall Street Sees Red

Apple’s Top Retail Exec Angela Ahrendts to Leave Amid iPhone Sales Slowdown

Don’t Like How Vague Alphabet Can Be? Better Get Used to it — Here’s Why

This could be the year of the megadevelopment. These 6 sites could alter Chicagos skyline forever.

New Research From Bain & Company, Google Predicts Online Grocery Shopping Will Triple In The Next Decade

Gong.io Raises $40 Million to Transform Sales With AI

Texas Employees commits $235 million to 4 alternative funds

Liht Cannabis Corp. Announces Signing of $10,000,000 Non-Dilutive Development Agreement For Its Project In Celista, British Columbia

2020 Dems walk fine line with support for ‘Medicare for all’

SocGen Will Shrink Trading Unit, Cuts Targets After Market Rout

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The Zeitgeist | 2.6.2019

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This is our feature of the 10 most on-narrative (i.e. interconnected, highly similar) stories in financial media. It’s not a list of best articles, or articles we think are most interesting, or articles we agree with. But if you’re going to read 5-10 stories when you start your day, these are the ones that are most connected to the financial news that got published today.

Sorry for the delay today, folks! Couldn’t be helped. I mean, it could have, but I didn’t.

FemBeat: P&G Acquires Organic Period Care Startup This Is L.

Why the US will avoid a recession this year and next (just)

ECB: Draghi’s Succession Matters

GM’s Resilient Profit Shows Why CEO Mary Barra Decided to Cut Jobs

Don’t Count on Active Funds to Provide Downturn Protection

US Production Shows no Signs of Slowing Down as OPEC moves to Support Prices

UK funds to snap up as Brexit beckons

Four of the last five times markets rallied like this, it was a dead-cat bounce

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The Zeitgeist | 2.5.2019

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This is our feature of the 10 most on-narrative (i.e. interconnected, highly similar) stories in financial media. It’s not a list of best articles, or articles we think are most interesting, or articles we agree with. But if you’re going to read 5-10 stories when you start your day, these are the ones that are most connected to the financial news that got published today.

Broker Numis blames Brexit for paralysed deals

Is BlackRock set to revive annuities? (Ed Note: Not if Ken Fisher has anything to say about it!)

People don’t trust blockchain systems – is regulation a way to help?

10 Mind-Numbing Figures That Define PG&E’s Bankruptcy Sean Williams | Feb 5, 2019

To Avoid a Recession, Start Spending Now

Hellman’s $11 Billion Bid Shows PE Firms’ Megadeal Hunger

Most shoppers worry about buying groceries online. But delivery in the US is set to ‘explode’

Brexit puts Nissan’s UK future at risk but many car industry workers still want to leave EU

90% LTV mortgages

Buffett’s Betas

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The Zeitgeist | 2.4.2019

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This is our feature of the 10 most on-narrative (i.e. interconnected, highly similar) stories in financial media. It’s not a list of best articles, or articles we think are most interesting, or articles we agree with. But if you’re going to read 5-10 stories when you start your day, these are the ones that are most connected to the financial news that got published today.

JP Morgan takes stake in pensions technology company

Fund houses slam MiFID II over mid-cap liquidity constraints

At Fir Tree, a Star Called It Quits and a Hedge Fund Languished

Amazon Releases Its Earnings – With No Information on Amazon Business

Brexit plans: Four in ten tech companies consider move abroad

Private Briefing: Investors Up Ante in Credit Funds (Ed Note: I’m sure it’ll be fine)

‘Corbyn would wreck UK’ says hedge fund veteran

‘An Australian nightmare’: Investor who spent $840,000 on a ‘dream home’ inside Sydney’s cracked Opal Tower faces financial ruin

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The Zeitgeist | 2.1.2019

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This is our feature of the 10 most on-narrative (i.e. interconnected, highly similar) stories in financial media. It’s not a list of best articles, or articles we think are most interesting, or articles we agree with. But if you’re going to read 5-10 stories when you start your day, these are the ones that are most connected to the financial news that got published today.

The Calculus of Controversy

Should I Be Stockpiling Food For Brexit? These Are The Things To Have On Your List (Ed Note: Already checked it for Marmite, it’s not there)

Shell Shares Undervalued as Profits Hit 4 Year High

Facebook’s Endless Scandals Haven’t Stopped It. But now we know who could.

The Bizarre Case of a Massive Employee-Ownership Flop

U.S. Stocks Have Their Best January in 30 Years

Maxine Waters vows to keep her door open to hear from bankers – even as she takes on Wall Street

Fees & costs: The price worth paying

Wall St Week Ahead-Fed pause validates market fears about U.S. growth

Asian stocks rise sharply in January on hopes over U.S.-China talks

Amazon stock falls during 4Q earnings call

Amazon has its first $200 billion sales year, but growth is slowing

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The Zeitgeist | 1.31.2019

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This is our feature of the 10 most on-narrative (i.e. interconnected, highly similar) stories in financial media. It’s not a list of best articles, or articles we think are most interesting, or articles we agree with. But if you’re going to read 5-10 stories when you start your day, these are the ones that are most connected to the financial news that got published today.

Trump tax cuts fail to boost investment but pile on debt

Bold and urgent Green New Deal may change Washington’s climate change inertia

Warren ‘wealth tax’ idea is both legal, necessary

‘Sovereign Equity’ Launches as Solution to Sovereign Debt and Financial Inequality in Davos Debate (Ed note: What could possibly go wrong?)

FXB: Carney Is Not As Dovish As Anticipated

Palantir Slashes Its Own Stock Price in a Bid to Boost Morale

Brexit takes its toll on UK housing market as growth stalls

Alibaba raked in a record $17 billion last quarter despite slowing growth

DealBook Briefing: Hoping to Bridge the Gap in Trade Talks

What Green New Dealers can learn from the first New Deal

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The Zeitgeist | 1.30.2019

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This is our feature of the 10 most on-narrative (i.e. interconnected, highly similar) stories in financial media. It’s not a list of best articles, or articles we think are most interesting, or articles we agree with. But if you’re going to read 5-10 stories when you start your day, these are the ones that are most connected to the financial news that got published today.

Sustaining the Buyout Governance Model: Inside Secondary Management Buyout Boards

II Live: What’s the Buzz at II’s Equity Trading Summit?

Artificial intelligence is transforming a $22.9 trillion market for do-good funds but there are plenty of reasons to be cautious

The VC Game Is Changing: 5 Ways To Compete

How a 91% rate sparked the golden age of tax avoidance in 1950s Hollywood

Boeing Stock Flies Higher on Blockbuster Earnings

Emergent Accuses Beal, GWG, Silver Point of Conspiring to Take Portfolio

Mark Zuckerberg, Let Me Fix That Op-Ed You Wrote

General Electric: Proceed With Caution

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The Zeitgeist | 1.29.2019

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This is our feature of the 10 most on-narrative (i.e. interconnected, highly similar) stories in financial media. It’s not a list of best articles, or articles we think are most interesting, or articles we agree with. But if you’re going to read 5-10 stories when you start your day, these are the ones that are most connected to the financial news that got published today.

Shifting Risks and Frozen Alligators

Tech investors are dumping millions each year into food start-ups, but their appetites are changing

Luby’s fends off board challenge (Ed Note: I don’t have an investment dog in this fight, but if some activist fund gets rid of the LuAnn Platter, I’m converting to communism)

Information, beliefs, and motivation: The antecedents to human resource attributions

FAO Schwarz To Open First Ever European Flagship Store Within Iconic Retailer Selfridges In London

Defense Stocks Are Recovering From Bear Market Declines Pre-Earnings

Algo trading uptick propels Liquidnet Australia to a record year

Caterpillar’s Slowing to a Crawl in China

European Shares Rise Despite Trade Worries

A Slew of Significant News Event Are About to Hit This Market


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The Zeitgeist | 1.28.2019

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This is our feature of the 10 most on-narrative (i.e. interconnected, highly similar) stories in financial media. It’s not a list of best articles, or articles we think are most interesting, or articles we agree with. But if you’re going to read 5-10 stories when you start your day, these are the ones that are most connected to the financial news that got published today.

Fact check: Trump’s shift on concrete wall, tariff myth

Amundi: Return to EM, DM Credit; EU Equities ‘Still Challenging’

Vital Economic Data Likely Lost During Shutdown – Why It Matters To Americans

Natural Gas Continues To Bounce Around While LNG’s Bullish Trend Remains Strong

Volatility To Continue

Corporate strategies in automotive industry set to change

Oil Falls on Global Growth Jitters

What It Would Cost To Modernize The US Nuclear Arsenal

Walmart sets out to hire 900 new truck drivers and raises annual salaries to $90,000 as it bids to keep pace with Amazon

Buoyed by China banks, stocks open higher on Monday

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The Zeitgeist | 1.25.2019

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This is our feature of the 10 most on-narrative (i.e. interconnected, highly similar) stories in financial media. It’s not a list of best articles, or articles we think are most interesting, or articles we agree with. But if you’re going to read 5-10 stories when you start your day, these are the ones that are most connected to the financial news that got published today.

Facing Backlash, Tech Leaders Shift Tone

Vietnamese condo startup finds niche in booming middle class

Does J.C. Penney Have a Viable Turnaround Plan? Retail Analysts Want to See Concrete Measures

The Five Most Powerful People in the Music Industry Don’t Work in the Music Industry

Budget should address Inverted Duty Structure for chemical sector: Chemexcil’s Satish W Wagh

Barclays fightback against corporate raider

China stocks rise, aided by banking shares on policy support

How has Brexit vote affected the UK economy? January verdict

Florida Cannabis Market Is Getting Rid Of Vertical Integration

The $238 Million Penthouse, and the Hedge Fund Billionaire Who May Rarely Live There

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The Zeitgeist | 1.24.2019

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This is our feature of the 10 most on-narrative (i.e. interconnected, highly similar) stories in financial media. It’s not a list of best articles, or articles we think are most interesting, or articles we agree with. But if you’re going to read 5-10 stories when you start your day, these are the ones that are most connected to the financial news that got published today.

Waters has banks, Wall Street, Trump in crosshairs

Technology Business Decisions Can Require Courage

Fed examines Deutsche’s Danske role; Wells loses another executive

China, After Years of Market Meddling, Tries a Lighter Touch

The tax cut investment ‘boom’ is already over. Some say it never really started

DealBook Briefing: Trade Concerns Rise on Report of Canceled Meeting

Davos 2019: What global elites said on Modi, market & macros

CNBC Interview with Standard Chartered CEO, Bill Winters, from the World Economic Forum 2019

Texas Instruments Rises After Beating Earnings Estimates, Missing Guidance

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The Zeitgeist | 1.23.2019

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This is our feature of the 10 most on-narrative (i.e. interconnected, highly similar) stories in financial media. It’s not a list of best articles, or articles we think are most interesting, or articles we agree with. But if you’re going to read 5-10 stories when you start your day, these are the ones that are most connected to the financial news that got published today.

Econometric methods for fractional response variables with an application to 401(k) plan participation rates (Ed note: Sounds like a fun read)

Global trust in ‘my employer’ hits new high

Why sovereign wealth funds are adding economic development to their mandates

Shutdown’s Economic Impact Is A Forceful Reminder Of Why Government Matters

Robotics adoption: The SMB guide to industrial automation

We may be talking our way into a recession

Economists aren’t the only ones worried about a recession. Investors are, too

United Technologies Rises as Fourth-Quarter Earnings Smash Estimates

Housing market’s fundamentals actually turning brighter

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The Zeitgeist | 1.22.2019

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This is our feature of the 10 most on-narrative (i.e. interconnected, highly similar) stories in financial media. It’s not a list of best articles, or articles we think are most interesting, or articles we agree with. But if you’re going to read 5-10 stories when you start your day, these are the ones that are most connected to the financial news that got published today.

Backed by a 200 Million Investor Blockchain-powered Investment Platform, Roobee Is Launching Service with $10 Investment Threshold

Insiders say that Google’s new cloud boss is likely to make some very large acquisitions

2019 Is The Year Of The Corporate Debt Diet

Things Could Get Much Worse for Apple When It Reports Earnings

Earnings Preview: What To Expect From IBM On Tuesday

‘Cypress Semi’s CEO Talks Cars, Smart Homes and Industry M&A With TheStreet

Trump two years in: The dealmaker who can’t seem to make a deal

Nissan CEO says new capital ties with Renault not discussed

As global recession fears grow, calls escalate for Trump to end shutdown and trade war

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The Zeitgeist | 1.18.2019

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This is our feature of the 10 most on-narrative (i.e. interconnected, highly similar) stories in financial media. It’s not a list of best articles, or articles we think are most interesting, or articles we agree with. But if you’re going to read 5-10 stories when you start your day, these are the ones that are most connected to the financial news that got published today.

Morgan Stanley’s Worst-on-Street Bond Trading Sends Stock Lower

An Improving Interest Rate Outlook

The major bank earnings reports are all in and Morgan Stanley was the biggest loser

Fiserv to buy First Data for $22 billion to boost payments business

NeuroMetrix CEO reflects on the art of AI in the art of healing

Basmati Rice prices to rise further on export demand, low carryover stock

How to Trade ‘Too Big to Fail’ Banks Post Earnings

‘Welfare reform cushion’ millions unspent

LSE’s ‘Companies To Inspire Africa 2019’ Report Shows 46% CAGR Revenue

Jeffrey Vinik Thinks He Can Beat the Stock-Picking Bots

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The Zeitgeist | 1.17.2019

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This is our feature of the 10 most on-narrative (i.e. interconnected, highly similar) stories in financial media. It’s not a list of best articles, or articles we think are most interesting, or articles we agree with. But if you’re going to read 5-10 stories when you start your day, these are the ones that are most connected to the financial news that got published today.

China Must Adjust To Some New Realities – But Will It?

EMERGING MARKETS-Emerging market stocks dip, S.African rand soft ahead of rate meet

Inflation Is Nowhere in Sight

Medicine Man Technologies, Inc. announces launch of direct operator division of licensed cannabis operations

A $1.8 trillion investor says US stock rally has years to run

Tyranny of the algorithm: how Uber replaced one exploitative boss with another

Aussie house prices drop expected to be worst in the world

Corporate Earnings May Still Trip on Lower Bar

Why investors should fear ‘fallen angels’

5 Pieces of Advice from John Bogle

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