Red Dawn

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Every morning, we run the Narrative Machine on the past 24 hours worth of financial media to find the most on-narrative (i.e. interconnected and central) stories in financial media. It’s not a list of best articles or articles we think are most interesting … often far from it.

But for whatever reason these are articles that are representative of some sort of chord that has been struck in Narrative-world.


Lawmakers raise security concerns about China building NYC subway cars [The Hill]

A bipartisan group of House members from New York are raising concerns about Chinese involvement in building New York City subway cars, zeroing in on the potential that the new train cars could be hacked or controlled remotely.

How will you know that the US-China trade narrative is shifting towards a protracted game of Chicken?

When the narrative becomes dominated by national security language and clusters.

Look, Rusty and I have been all over this for a year. More to the point, we have been right.

If you want to know what’s happening with the Trade & Tariff narrative structure, you should subscribe to ET Professional.

source: Quid, Epsilon Theory

This is what we DO.


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MJR
MJR
1 year ago

…and do well!

The Daily Zeitgeist

The Zeitgeist – May 7, 2021

By Ben Hunt | May 7, 2021 | 8 Comments

Our weekly digest on what we’re working on …

Including this article from the WSJ: Millions Are Unemployed. Why Can’t Companies Find Workers?

I dunno, if only there were some mechanism by which companies could entice people to work for them. Weird.

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The Zeitgeist – April 30, 2021

By Ben Hunt | April 30, 2021 | 3 Comments

Here’s what we’re reading and working on this week at Epsilon Theory.

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The Zeitgeist – April 19, 2021

By Ben Hunt | April 19, 2021 | 6 Comments

Here’s what we’re reading and working on this week at Epsilon Theory.

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Hot and Cold

By Rusty Guinn | March 23, 2021 | 26 Comments

Most of us are under the impression that a protracted conflict within China will increase national unity.

Not this time.

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A Change in the Water

By Ben Hunt | March 3, 2021 | 3 Comments

Increasingly, the common knowledge of our investment world – what everyone knows that everyone knows – is that inflation is a problem and you should be focused on it.

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Danish Food-Safety Expertise for the Win

By Ben Hunt | February 10, 2021 | 23 Comments

WHO leadership continues to be necessary part of the Chinese narrative machine.

It’s more than a disgrace. It’s more than a humiliation of the people who do good and important work through WHO.

It’s a betrayal of the entire world.

Read more

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