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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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The Zeitgeist | 2.15.2019

By Rusty Guinn | February 15, 2019 | 0 Comments

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.

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The Zeitgeist | 2.14.2019

By Rusty Guinn | February 14, 2019 | 0 Comments

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?

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The Zeitgeist | 2.13.2019

By Rusty Guinn | February 13, 2019 | 0 Comments

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).

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The Zeitgeist | 2.12.2019

By Rusty Guinn | February 12, 2019 | 0 Comments

Maine cashes in, investors cash out, stocks get a lift from trade hopes (version 28), the Brexit pantomime and a shadow over strawberry fields.

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The Zeitgeist | 2.11.2019

By Rusty Guinn | February 11, 2019 | 0 Comments

Why VC loves fintech for some reason, populist messages, “optimism over trade talks” take 25, and more popullsm.

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The Zeitgeist | 2.8.2019

By Rusty Guinn | February 8, 2019 | 1 Comment

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.

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The Zeitgeist | 2.7.2019

By Rusty Guinn | February 7, 2019 | 0 Comments

Today’s specials: Megadevelopments in Chicago, online grocery shopping, slowdowns at Apple, vagueness at Alphabet and Canadian weed.

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The Zeitgeist | 2.6.2019

By Rusty Guinn | February 6, 2019 | 0 Comments

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.

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The Zeitgeist | 2.5.2019

By Rusty Guinn | February 5, 2019 | 0 Comments

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.

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The Zeitgeist | 2.4.2019

By Rusty Guinn | February 4, 2019 | 0 Comments

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.

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The Zeitgeist | 2.1.2019

By Rusty Guinn | February 1, 2019 | 0 Comments

Amazon ‘buts’, all sorts of January 1987 comparisons, a grab bag of central banking and politics, and a notable omission from your Brexit Bunker.

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The Zeitgeist | 1.31.2019

By Rusty Guinn | January 31, 2019 | 0 Comments

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.

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The Zeitgeist | 1.30.2019

By Rusty Guinn | January 30, 2019 | 0 Comments

Today’s Zeitgeist has a bit of private markets, Boeing and Apple, conspiracies and tax avoidance.

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The Zeitgeist | 1.29.2019

By Rusty Guinn | January 29, 2019 | 0 Comments

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.

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The Zeitgeist | 1.28.2019

By Rusty Guinn | January 28, 2019 | 0 Comments

Oil falls, gas bounces, banks are buoyed. It’s apparently a weird gravity metaphor grab-bag on a Monday Zeitgeist.

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The Zeitgeist | 1.25.2019

By Rusty Guinn | January 25, 2019 | 0 Comments

Billionaire penthouses, vertical integration in cannabis, non-musical music power, and a shifting tone in tech.

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The Zeitgeist | 1.24.2019

By Rusty Guinn | January 24, 2019 | 0 Comments

An American mutual fund gatekeeper does PR for China, DNC gunning for Wall Street, multiple missionaries live from the pulpit in Davos.

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The Zeitgeist | 1.23.2019

By Rusty Guinn | January 23, 2019 | 1 Comment

Talking ourselves into a recession, trusting our employers, and a fine example of government shutdown fiat news.

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The Zeitgeist | 1.22.2019

By Rusty Guinn | January 22, 2019 | 0 Comments

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.

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The Zeitgeist | 1.18.2019

By Rusty Guinn | January 18, 2019 | 0 Comments

Today it’s Morgan Stanley, the price of rice, Morgan Stanley, the art of AI and a bit more Morgan Stanley.

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