The Zeitgeist | 1.18.2019

January 18, 2019 | Rusty Guinn | No Comments |

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

Start the discussion at the Epsilon Theory Forum

The Daily Zeitgeist

ET Zeitgeist: Raccoons Never Sleep

By Ben Hunt | May 28, 2021 | 5 Comments

Lemonade (LMND) isn’t just an insurance company. No, no … they’re an AI Company! ™.

Plus Chamath is up to his old tricks.

I hate raccoons.

Inflation as Ad Campaign

By Ben Hunt | May 24, 2021 | 0 Comments

An ET Pack member sent me this. Anyone else come across ads that directly call out inflation expectations? Would love to collect more screenshots like…

Many People Are Saying … Bitcoin is Art

By Ben Hunt | May 24, 2021 | 0 Comments

The Bitcoin Is Art thesis that I put out back in 2015 (The Effete Rebellion of Bitcoin) and recently put forward again (In Praise of…

Victims of Success

By Rusty Guinn | June 14, 2019 | 1 Comment

If you’re going to trade on story and sentiment, more power to you. But over time, the mind naturally searches for justification and credibility for continued ownership of something. Take care when you start to feel that pull.

Live from Potemkin

By Rusty Guinn | June 14, 2019 | 0 Comments

Sometimes a news article that’s all over the map is just a badly written article. Sometimes it’s like a glitch in the matrix. I think the changing narratives and weakening common knowledge around Big Tech are causing the latter.

The Most Valuable Commodity I Know

By Ben Hunt | June 13, 2019 | 0 Comments

What’s the most valuable commodity Gordon Gekko knows? Information.

How valuable is Wall Street research? How much information does Wall Street research have? LOL.

MIFID II is making the jump from Europe to the US. Time to polish those sell-side research resumes. As if you weren’t already.

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