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

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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…

The Zeitgeist – 5.10.2019

By Rusty Guinn | May 10, 2019 | 3 Comments

It’s the Friday Zeitgeist! In which we explore new ecological niches, dust off our not-so-dusty trade war battle plans, announce the latest winner of “Who’s Going to Blame Risk Parity First”, and talk fairness and Fair Isaac.

The Zeitgeist – 5.9.2019

By Ben Hunt | May 9, 2019 | 3 Comments

Process stories (what’s happening behind the scenes at the campaign / the White House / the locker room / the negotiations) are the original Fiat News. They are designed to make you angry and further the aims of whoever sourced the “news”.

Who benefits from making you angry at China and their “reneging” on a deal that never existed in the first place?

Oceania has always been at war with Eastasia. Or was it Eurasia? I don’t seem to remember so well these days.

The Zeitgeist – 5.8.2019

By Rusty Guinn | May 8, 2019 | 2 Comments

It’s the Wednesday Zeitgeist, in which we get the updated odds on the China Trade War, the updated ways to play the odds on the China Trade War, two quasi-sovereign oil & gas operators’ investments in blockchain-as-a-service, financialization again, and a reminder that what is dead may never die.

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