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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 – 3.12.2019

By Rusty Guinn | March 12, 2019 | 0 Comments

Today’s Zeitgeist is about winning when we’re losing, the polarizing power of hyperbole, more on SRI/ESG, a wonderful specimen of the Mad Creditor Letter and a less-wonderful specimen of the Obligatory Press Release.

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The Zeitgeist – 3.11.2019

By Rusty Guinn | March 11, 2019 | 0 Comments

Today’s Zeitgeist is about crashes on crashes, Nplpalooza 2019 and hunger-striking ruined property tycoons.

But mostly we celebrate the hedge fund industry’s effort to shake off last year’s challenges. From all of us, thank you for this gift of what we will just assume is uncorrelated alpha.

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The Zeitgeist Weekend Edition – 3.9.2019

By Rusty Guinn | March 9, 2019 | 0 Comments

A Weekend Edition of the Zeitgeist, where we turn from financial markets to find the narratives and stories from the last week or so that were most connected to common narratives in culture and politics.

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The Zeitgeist – 3.8.2019

By Rusty Guinn | March 8, 2019 | 5 Comments

Climate change! Secretive boards! A gazillion dollars! Boat Race Bank!

Wait…Boat Race Bank?

It’s the Zeitgeist on Epsilon Theory, where we all knew we were living in a world of Fiat News. We just needed to refocus on fundamentals.

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The Zeitgeist – 3.7.2019

By Ben Hunt | March 7, 2019 | 1 Comment

Ladies and gentlemen, your narrative-world assault words du jour … “sponsored content”, “democratic justifications”, “fishing expeditions”, “diversification”, “value investing”, and “growth of $1”.

The ET Zeitgeist, because if you don’t know who the sucker is at the poker table … it’s you.

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The Zeitgeist | 3.6.2019

By Ben Hunt | March 6, 2019 | 6 Comments

Kashkari on Brexit, Cramer on Tesla, Breitbart on China, and “shorting unethical stocks” … all in a day’s work for The Zeitgeist!

Every morning, we run the Narrative Machine on the past 24 hours worth of financial media to find the articles that are representative of some sort of chord that has been struck in Narrative-world. They’re not the best articles – often far from it – but they will arm you for the Narrative wars of the day ahead.

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The Zeitgeist | 3.5.2019

By Ben Hunt | March 5, 2019 | 5 Comments

Fiat News and narrative construction galore in today’s set of the most on-narrative financial media articles.

What links them all? Dopamine is a helluva drug.

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The Zeitgeist | 3.4.2019

By Ben Hunt | March 4, 2019 | 1 Comment

The new Zeitgeist is here! Now with all the snippets and twice the snark.

Every morning, we run the Narrative Machine on the past 24 hours worth of financial media to find the articles that are representative of some sort of chord that has been struck in Narrative-world. They’re not the best articles – often far from it – but they will arm you for the Narrative wars of the day ahead.

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The Zeitgeist | 3.1.2019

By Rusty Guinn | March 1, 2019 | 0 Comments

BATs vs. FAANGs, trading against institutions, trading with institutions, why Americans buy cars and a shocking J.C. Penney news bulletin.

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The Zeitgeist | 2.28.2019

By Rusty Guinn | February 28, 2019 | 0 Comments

Lots of Blockchain, UK house prices subdued, trade talks weigh, idol worship perilous, a rich kid buys gold and why Nintendo goes back to Pokemon.

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The Zeitgeist | 2.27.2019

By Rusty Guinn | February 27, 2019 | 0 Comments

A World Full of Elons, the unrevolutionary foldable era, the fastest strike in history and more arbitrary causal links in financial media.

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The Zeitgeist | 2.26.2019

By Rusty Guinn | February 26, 2019 | 0 Comments

Markets ‘seek clarity’ on China/US trade, fire engine manufacturers, drug price hearings, and lowball hostile bids.

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The Zeitgeist | 2.25.2019

By Rusty Guinn | February 25, 2019 | 0 Comments

A tariff three-fer, subsidizing orphans like it’s a bad thing, Buffett buffetted, and MMT/GND propaganda shifts into a new gear.

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The Zeitgeist | 2.22.2019

By Rusty Guinn | February 22, 2019 | 0 Comments

Highs on trade hopes, mixed on trade talks, creepy refrigerators, CRM for Main Street and Insurance Love Stories.

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The Zeitgeist | 2.21.2019

By Rusty Guinn | February 21, 2019 | 0 Comments

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.

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The Zeitgeist | 2.20.2019

By Rusty Guinn | February 20, 2019 | 0 Comments

Pesky stock analysts, an earnings season focus on power and energy, and a late run on descriptive terms for the China Trade negotiations.

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The Zeitgeist | 2.19.2019

By Rusty Guinn | February 19, 2019 | 0 Comments

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).

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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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