The Zeitgeist | 1.22.2019

The Daily Zeitgeist

We Didn’t Say it WASN’T a Press Release

By Rusty Guinn | June 24, 2019 | 1 Comment

It isn’t just that cannabis always seems to make the top of the Zeitgeist. It’s why – and sometimes the answer is, “Because people are paying for it to be at the top.”

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The ANDs of Asylum

By Rusty Guinn | June 23, 2019 | 0 Comments

In the midst of a complicated issue, an article from a small regional outlet manages to remind us of the power of AND in storytelling and connecting the understanding of those across the widening gyre.

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Zeitgeist Narrative Map – Week of June 16 in Review

By Rusty Guinn | June 22, 2019 | 0 Comments

This is our graph of the narrative structure of the last full week in financial markets news.

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That Time I Bought Blockbuster Debt

By Ben Hunt | June 20, 2019 | 0 Comments

Management is not lying to you. It’s probably a really good turn-around plan. It could probably work out fine … IF they are given enough time. But they won’t be. Particularly when it’s the second turn-around plan.

Secularly declining companies ALWAYS run out of time.

It was one of the most expensive lessons of my investing career. And worth every penny.

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Democracy Dies with Dancing

By Rusty Guinn | June 18, 2019 | 0 Comments

There’s a critical, indispensable feature of a free nation we call a free press. And then there’s the meme of free press!. The latter is a pure narrative construction, and a thing well supplied in the DC market.

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The Not-So-Much War

By Rusty Guinn | June 17, 2019 | 0 Comments

A tug-of-war is only a tug-of-war if both sides, y’know, are capable of pulling on the rope.

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