The Zeitgeist | 1.18.2019

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This is our feature of the 10 most on-narrative (i.e. interconnected, highly similar) stories in financial media. It’s not a list of best articles, or articles we think are most interesting, or articles we agree with. But if you’re going to read 5-10 stories when you start your day, these are the ones that are most connected to the financial news that got published today.

Morgan Stanley’s Worst-on-Street Bond Trading Sends Stock Lower

An Improving Interest Rate Outlook

The major bank earnings reports are all in and Morgan Stanley was the biggest loser

Fiserv to buy First Data for $22 billion to boost payments business

NeuroMetrix CEO reflects on the art of AI in the art of healing

Basmati Rice prices to rise further on export demand, low carryover stock

How to Trade ‘Too Big to Fail’ Banks Post Earnings

‘Welfare reform cushion’ millions unspent

LSE’s ‘Companies To Inspire Africa 2019’ Report Shows 46% CAGR Revenue

Jeffrey Vinik Thinks He Can Beat the Stock-Picking Bots

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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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