Every day, Epsilon Theory runs the world's financial news through natural language processing-based cluster analysis to identify the most on-narrative stories. We scan for those with the most similarity to all other stories as well as those with the most interconnectivity to multiple different key topics.
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Amazon ‘buts’, all sorts of January 1987 comparisons, a grab bag of central banking and politics, and a notable omission from your Brexit Bunker.
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.
Today’s Zeitgeist has a bit of private markets, Boeing and Apple, conspiracies and tax avoidance.
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.
Oil falls, gas bounces, banks are buoyed. It’s apparently a weird gravity metaphor grab-bag on a Monday Zeitgeist.
Billionaire penthouses, vertical integration in cannabis, non-musical music power, and a shifting tone in tech.
An American mutual fund gatekeeper does PR for China, DNC gunning for Wall Street, multiple missionaries live from the pulpit in Davos.
Talking ourselves into a recession, trusting our employers, and a fine example of government shutdown fiat news.
Welcome back, folks. Today, it’s all about cloud and blockchain, but no cannabis. Also: tech earnings, Trump can’t make a deal, and corporate debt.
Today it’s Morgan Stanley, the price of rice, Morgan Stanley, the art of AI and a bit more Morgan Stanley.
The Zeitgeist for January 17th: China, ‘no inflation’, advice from Bogle, and another day, another cannabis headline.