The Zeitgeist | 2.1.2019

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.

The Calculus of Controversy

Should I Be Stockpiling Food For Brexit? These Are The Things To Have On Your List (Ed Note: Already checked it for Marmite, it’s not there)

Shell Shares Undervalued as Profits Hit 4 Year High

Facebook’s Endless Scandals Haven’t Stopped It. But now we know who could.

The Bizarre Case of a Massive Employee-Ownership Flop

U.S. Stocks Have Their Best January in 30 Years

Maxine Waters vows to keep her door open to hear from bankers – even as she takes on Wall Street

Fees & costs: The price worth paying

Wall St Week Ahead-Fed pause validates market fears about U.S. growth

Asian stocks rise sharply in January on hopes over U.S.-China talks

Amazon stock falls during 4Q earnings call

Amazon has its first $200 billion sales year, but growth is slowing

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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…

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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