The Zeitgeist | 2.26.2019
Markets ‘seek clarity’ on China/US trade, fire engine manufacturers, drug price hearings, and lowball hostile bids.
The Zeitgeist
The Zeitgeist | 2.25.2019
A tariff three-fer, subsidizing orphans like it’s a bad thing, Buffett buffetted, and MMT/GND propaganda shifts into a new gear.
The Zeitgeist | 2.22.2019
Highs on trade hopes, mixed on trade talks, creepy refrigerators, CRM for Main Street and Insurance Love Stories.
The Zeitgeist | 2.21.2019
In which we focus on struggles and changes at asset managers, Soc Gen misses the boat, and markets ‘move’, ‘inch’ and ‘advance’ on trade optimism.
The Zeitgeist | 2.20.2019
Pesky stock analysts, an earnings season focus on power and energy, and a late run on descriptive terms for the China Trade negotiations.
The Zeitgeist | 2.19.2019
In which we learn about new voices in the hospital, we pile on the Fed, and we exult in stocks “edging up” on trade talk progress (I’ve forgotten what take we’re on).
The Zeitgeist | 2.15.2019
Lots of ‘playing’, ditching New York, and a piece of hard-hitting analysis demonstrating that sitting at the crossroads of government and business can be personally profitable.
The Zeitgeist | 2.14.2019
Today’s Zeitgeist poses a riddle: what is noxious, may not be a catalyst, extends a rally and awaits cues all at the exact same time?
The Zeitgeist | 2.13.2019
In the 8th or extra innings (what about the 9th?), allocations to alternatives, fixed income ETFs, offensive hacking and “markets up on trade deal hopes” (again).
The Zeitgeist | 2.12.2019
Maine cashes in, investors cash out, stocks get a lift from trade hopes (version 28), the Brexit pantomime and a shadow over strawberry fields.
The Zeitgeist | 2.11.2019
Why VC loves fintech for some reason, populist messages, “optimism over trade talks” take 25, and more popullsm.
The Zeitgeist | 2.8.2019
Fawning Tesla press, coming storms, ESG and data, striking a balance between tasteful display of art collections and pay cuts at banks, and post-Yorkshire pudding walks.
The Zeitgeist | 2.7.2019
Today’s specials: Megadevelopments in Chicago, online grocery shopping, slowdowns at Apple, vagueness at Alphabet and Canadian weed.
The Zeitgeist | 2.6.2019
In today’s edition, it’s captain obvious takes on the ECB, is there anything active funds CAN do?, more Brexit and dead-cat bounces.
The Zeitgeist | 2.5.2019
In which we hear the term, ‘megadeal hunger’, contemplate a Larry Fink v. Ken Fisher celebrity steel cage match, and boggle at the unironic advocacy of regulation as the solution for lack of trust in blockchain applications.
The Zeitgeist | 2.4.2019
The near-term focus of financial markets coverage seems squarely on M&A in the U.S. Elsewhere, Lord Fink (!) roasts Corbyn and Australian housing has become a media obsession.
The Zeitgeist | 2.1.2019
Amazon ‘buts’, all sorts of January 1987 comparisons, a grab bag of central banking and politics, and a notable omission from your Brexit Bunker.
The Zeitgeist | 1.31.2019
A big day for the Green New Deal, tax policy old and new, a solution for morale problems at Palantir and a solution for god only knows at Davos.
The Zeitgeist | 1.30.2019
Today’s Zeitgeist has a bit of private markets, Boeing and Apple, conspiracies and tax avoidance.
The Zeitgeist | 1.29.2019
Food and retailing are top of mind (and…bullish?), trade continues to dominate content and commentary, and a hero rides in to protect the Lu Ann Platter.