The Zeitgeist | 1.30.2019

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The Daily Zeitgeist

Food Innovation Meets Financial Innovation

By Rusty Guinn | August 21, 2019 | 3 Comments

Markets are boring. Hey, what if we securitized wokeness?

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Frauds and Traitors

By Ben Hunt | August 16, 2019 | 2 Comments

Throwing words like “Fraud!” and “Traitor!” around so casually … it doesn’t reveal the true frauds and the true traitors.

It makes it easier for them to hide.

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When Potato Salad Goes Bad

By Ben Hunt | August 15, 2019 | 4 Comments

On Tuesday, the Macy’s narrative was “I think they can make their comps.”

On Wednesday, the Macy’s narrative was “I think they can cover their dividend.”

This is what it means for a narrative to go bad. This is what it means for a story to break.

And when a story breaks, so does the stock. Not just for a little while, but for a loooong time.

Just ask GE.

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The Donkey of Guizhou

By Ben Hunt | August 5, 2019 | 7 Comments

My point in relating the fable of the Donkey of Guizhou is not that I believe China is the tiger and the United States is the donkey in our current trade-war-going-to-currency-war.

My point in relating the fable of the Donkey of Guizhou is not that I believe the current United States president is a braying donkey in his “easy to win” trade-war-going-to-currency-war.

I mean … I do, but that’s not my point.

My point is that Chinese political leadership believes that they are the tiger and the current United States president is a braying donkey.

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Threat Display

By Rusty Guinn | August 2, 2019 | 1 Comment

No matter what kind of game you’re playing, never mistake a threat display for a fundamental transformation or escalation of the game. The China Trade War is STILL a game of chicken.

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The Joy of Fiat News

By Rusty Guinn | August 1, 2019 | 7 Comments

Everybody does Fiat News. But some people get it deep in their soul. A lot of those people work at a particular paper in New York.

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