The Zeitgeist | 1.18.2019

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…

Space for Rent

By Ben Hunt | May 31, 2019 | 1 Comment

The pecking order is a social system designed to preserve economic inequality: inequality of food for chickens, inequality of wealth for humans. We are trained and told by Team Elite that the pecking order is not a real and brutal thing in the human species, but this is a lie.

On Tilt

By Ben Hunt | May 31, 2019 | 1 Comment

It’s like he’s a drunk dentist in Vegas for a convention, sitting down at the poker table and getting bored after three hands. So he decides that he can “impose his will” on the table by opening up out of position with rags and making a continuation bet all the way through the river. Like everyone else at the table doesn’t see him for EXACTLY who he is.

Citizen Trump / Citizen Xi

By Ben Hunt | May 30, 2019 | 2 Comments

This isn’t a US thing. This isn’t a China thing. This isn’t a Trump thing. This isn’t a Xi thing.

This is a social animal thing.

The words are not lies. The words are not wrong. The conflict may be just.

But you are being played nonetheless.

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