The Zeitgeist | 1.28.2019

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.

Fact check: Trump’s shift on concrete wall, tariff myth

Amundi: Return to EM, DM Credit; EU Equities ‘Still Challenging’

Vital Economic Data Likely Lost During Shutdown – Why It Matters To Americans

Natural Gas Continues To Bounce Around While LNG’s Bullish Trend Remains Strong

Volatility To Continue

Corporate strategies in automotive industry set to change

Oil Falls on Global Growth Jitters

What It Would Cost To Modernize The US Nuclear Arsenal

Walmart sets out to hire 900 new truck drivers and raises annual salaries to $90,000 as it bids to keep pace with Amazon

Buoyed by China banks, stocks open higher on Monday

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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 – 3.28.2019

By Ben Hunt | March 28, 2019 | 1 Comment

Wells Fargo and Mastercard CEOs say blockchain has yet to live up to the hype, Bolsonaro has a post-election let-down in Brazil, you can increase profit margins by squeezing your suppliers, and other tales from Captain Obvious in today’s Zeitgeist.

The Zeitgeist – 3.27.2019

By Ben Hunt | March 27, 2019 | 0 Comments

As a recovering short seller, I have the same reaction to the activist news on Bed Bath and Beyond as I do to video of Lawrence Taylor breaking Joe Theisman’s leg … I just can’t watch. Gotta turn away.

Come to think of it, this is kinda my reaction to all financial and political news these days.

The Zeitgeist – 3.26.2019

By Ben Hunt | March 26, 2019 | 3 Comments

Yield curve alert! We have a BLARING SIREN that is FLASHING … … ummm, amber. I mean, AMBER! And $600 billion in healthcare insurance market cap will be WIPED OUT if Dems have their way!

They’re coming to get you, Barbara!

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