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 Mozilo Market

By Ben Hunt | February 28, 2020 | 3 Comments

After a Countrywide earnings call in 2008, I trusted NO ONE in government or Wall Street to tell the truth about the mortgage crisis.

And that’s the way I feel about COVID-19 today.

Read more

Kitchen Sink It

By Rusty Guinn | February 20, 2020 | 8 Comments

13+ To receive a free full-text email of The Zeitgeist whenever we publish to the website, please sign up here. You’ll get two or three of these emails every week, and your email will not be shared with anyone. Ever. I have been under withering (if modestly deserved) friendly fire recently for posing a riddle and sitting on …

Read moreKitchen Sink It

Love in the Time of COVID-19

By Ben Hunt | February 17, 2020 | 6 Comments

Within a few months, the reality of COVID-19 will overtake the propaganda of the CCP and their toadies at the World Health Organization, as real-world companies begin making real-world economic decisions to maintain their enterprises in the face of a real-world threat.

Those decisions will be led by sports franchises.

Read more

Options

By Rusty Guinn | February 12, 2020 | 18 Comments

Our social institutions require of us many songs. One of those songs is about the roots of poverty in immorality. If we’re going to stop singing their songs, this may be a good place to start.

Read more

The Promised Land!

By Ben Hunt | February 5, 2020 | 9 Comments

Every once in a while, narrative-world gives you a gift that just keeps on giving. So it is with outgoing CEO Ginni Rometty’s regime of despair at IBM.

Today my focus is on the IBM-sponsored hagiography that is springing up like slime molds on the underside of rotting swamp cabbages.

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Once You Buy a Prize, It’s Yours to Keep!

By Ben Hunt | January 31, 2020 | 4 Comments

Outgoing IBM CEO Ginni Rometty has filed 167 SEC Form 4s detailing her stock transactions in the company.

So I downloaded and compiled all of them to see how much money she has sucked out of IBM, just like I did for outgoing Boeing CEO Dennis Muilenburg.

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