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

One Narrative Keeps on Trucking

By Rusty Guinn | December 9, 2019 | 1 Comment

Trucking is dying and truckers are suffering along with it. The fact that the latter is the framing being chosen for the issue should pique your interest.

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Presented Without Comment

By Ben Hunt | December 4, 2019 | 1 Comment

Regardless of your personal views pro or con, if you don’t see that a powerful narrative backlash is forming against corporate management enrichment, you’re just not paying attention.

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Our Dumb World

By Rusty Guinn | December 2, 2019 | 0 Comments

Sometimes you really have to wonder how on earth an article makes its way into the Zeitgeist. Sometimes it’s best not to know.

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The Rent Is Too Damn Low

By Ben Hunt | November 25, 2019 | 8 Comments

It’s so weird that everyone who would throw an unholy temper tantrum at – gasp! – rent-controlled apartments is just fine with rent-controlled money.

“Yay, crumbs!”

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OK, Boomer

By Ben Hunt | November 18, 2019 | 4 Comments

I’m a fan of FedEx the company and Fred Smith the founder. I think they are both crown jewels of Western capitalism.

But if I hear another lecture from Fred Smith and his fellow billionaires on trickle-down tax cuts and the “benefits to the United States economy, especially lower and middle class wage earners”, I’m going to lose it.

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The Rake

By Ben Hunt | November 12, 2019 | 10 Comments

Jamie Dimon is the rake.

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