The Zeitgeist | 1.31.2019

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.

Trump tax cuts fail to boost investment but pile on debt

Bold and urgent Green New Deal may change Washington’s climate change inertia

Warren ‘wealth tax’ idea is both legal, necessary

‘Sovereign Equity’ Launches as Solution to Sovereign Debt and Financial Inequality in Davos Debate (Ed note: What could possibly go wrong?)

FXB: Carney Is Not As Dovish As Anticipated

Palantir Slashes Its Own Stock Price in a Bid to Boost Morale

Brexit takes its toll on UK housing market as growth stalls

Alibaba raked in a record $17 billion last quarter despite slowing growth

DealBook Briefing: Hoping to Bridge the Gap in Trade Talks

What Green New Dealers can learn from the first New Deal

Start the discussion at the Epsilon Theory Forum

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…

ET Zeitgeist: Ransom Paid

By Ben Hunt | May 14, 2021 | 5 Comments

The Colonial Pipeline embarrassment will accelerate the US gov’t’s efforts to control and co-opt crypto.

Binance, Kraken, BitMEX … they’re all squarely in the wrathful gaze of the Eye of Sauron now.

ET Zeitgeist: Now Hiring

By Ben Hunt | May 7, 2021 | 9 Comments

Our weekly digest on what we’re working on …

Including this article from the WSJ: Millions Are Unemployed. Why Can’t Companies Find Workers?

I dunno, if only there were some mechanism by which companies could entice people to work for them. Weird.

The Zeitgeist – April 30, 2021

By Ben Hunt | April 30, 2021 | 3 Comments

Here’s what we’re reading and working on this week at Epsilon Theory.

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