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

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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…

Whatever It Takes

By Ben Hunt | June 4, 2019 | 15 Comments

It’s the truest thing I know about the State: what begins as emergency government action ALWAYS becomes permanent government policy.

So now here we are, where “whatever it takes” has morphed from saving the entire European project to … [checks notes] … preventing a garden-variety recession.

A Zeitgeist Portfolio

By Ben Hunt | June 4, 2019 | 3 Comments

In today’s narrative-connected news, New Mexico makes a major shift in their portfolio allocation, away from broad equity indices and core fixed income, and towards real assets.

It’s a very Zeitgeist-aware portfolio shift, and boldly done. I love it!

The Weekend Zeitgeist – 6.2.2019

By Rusty Guinn | June 2, 2019 | 1 Comment

It’s the Weekend Zeitgeist! In which we get a flood of flood coverage, everybody is a contrarian, Bloomberg covers abortion, Time magazine does Time magazine things and Raleigh invites an unexpected guest or two to the 2019 Zeitgeist.

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