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.
The Zeitgeist | 1.24.2019
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The Daily Zeitgeist
It’s the one thing that Donald Trump and Rachel Maddow can agree on … “who the hell cares about the budget?”
If you don’t see that every government in the developed world is about to embark on a massive deficit spending spree, with modern-day ziggurats constructed in every burg and hamlet … you’re just not paying attention.
I know, I know … it’s me being mean to Neel Kashkari again.
Sorry, not sorry. Belittlement and scorn is the only weapon we have against the creeping ensorcellment of the Long Now.
So I downloaded and compiled every SEC Form 4 filing that former Boeing CEO Dennis Muilenburg has ever made, to answer one simple question:
How much money did Dennis Muilenburg suck out of Boeing over the last ten years?
We are emerging from the year end, so the language shared across financial media articles is performance language. How did stocks, markets, benchmarks, funds and strategies perform in 2019?
Frequent readers will recognize Gell-Mann Amnesia as a favorite topic here at Epsilon Theory.
I feel like the Billy Crystal character in Analyze This all the time. There’s always some mob boss politician or central banker or CEO or asset manager pinching my cheek and telling me that it’s all gonna be okay, that I’ve just gotta understand how things are.
My god, I am so tired of having my cheek pinched. I am so tired of being nudged in such an artless, heavy-handed way. I am so tired of being told that 2 + 2 = 5.
14+ Every day we run the Narrative Machine on the past 24 hours of financial media to generate a list of the most linguistically-connected and narrative-central individual stories. We call this The Zeitgeist and we use it for inspiration or insight into short-form notes that we publish a couple of times a week to the website. To …
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