The Zeitgeist | 1.29.2019

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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.

Shifting Risks and Frozen Alligators

Tech investors are dumping millions each year into food start-ups, but their appetites are changing

Luby’s fends off board challenge (Ed Note: I don’t have an investment dog in this fight, but if some activist fund gets rid of the LuAnn Platter, I’m converting to communism)

Information, beliefs, and motivation: The antecedents to human resource attributions

FAO Schwarz To Open First Ever European Flagship Store Within Iconic Retailer Selfridges In London

Defense Stocks Are Recovering From Bear Market Declines Pre-Earnings

Algo trading uptick propels Liquidnet Australia to a record year

Caterpillar’s Slowing to a Crawl in China

European Shares Rise Despite Trade Worries

A Slew of Significant News Event Are About to Hit This Market


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The Daily Zeitgeist

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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Zeitgeist Narrative Map – 6.14.2019

By Rusty Guinn | June 14, 2019 | 1 Comment

1+ Every morning, we run the Narrative Machine on the past 24 hours worth of financial media to find the most on-narrative (i.e. interconnected and central) stories in financial media. It’s not a list of best articles or articles we think are most interesting … often far from it. But this is the map that …

Read moreZeitgeist Narrative Map – 6.14.2019

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