The Zeitgeist | 2.12.2019

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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.

Fitch May Cut GE’s Credit Rating Again — Should Investors Worry?

Cashing In on a Warming Arctic

Spain’s strawberry fields lie under a Brexit shadow

Delayed USDA reports and Snake River jump: Hyped, but duds

Tuesday briefing: ‘Pantomime’ of Brexit baffles Europeans

Global markets bounce as US agrees deal to stop a fresh government shutdown

Investors Pull $30 Billion, Just From One Company: Taking Stock

Europe Shares Gain For Second Day on Trade and U.S. Shutdown Hopes

U.S.-China Trade Hopes Give Stocks a Lift

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The Daily Zeitgeist

The Common Knowledge of Inflation

By Ben Hunt | October 11, 2019 | 3 Comments

“Until an hour before the Devil fell, God thought him beautiful in Heaven.”

That’s my fave Arthur Miller quote, from The Crucible.

Our Devil is inflation, and today we think him beautiful in Heaven. You’re not ready for the Fall.

Read more

In Chinese, the Emphasis is on the Second Syllable

By Ben Hunt | October 9, 2019 | 4 Comments

Every US company with Chinese consumer-facing products is going to be forced to make a choice. Do you want to preserve your authenticity and your brand, or do you want to preserve your earnings guidance and share price?

Choose one. You can’t have both.

No one will believe me when I say this, but it’s the truth: this is bigger than tariffs.

Read more

Imagine That.

By Ben Hunt | October 7, 2019 | 6 Comments

They keep us sick, you know.

They keep us hooked on this framing of something-something Republicans vs. Democrats.

The cure? Take back your distance.

You’ll find your local library to be the perfect place to start.

Read more

The Right Price of Money

By Ben Hunt | September 27, 2019 | 15 Comments

Overnight repo is where the interest rates that central banks SET meet the interest rates that real economic actors USE.

So what happens when the setting of interest rates becomes a disembodied symbol of governmental will rather than a clearing price of money in the real world? This.

It’s a new common knowledge about central banks, and it changes EVERYTHING.

Read more

Politics Trump Economics Redux

By Rusty Guinn | September 23, 2019 | 4 Comments

It’s the most internally consistent Zeitgeist we have seen in 2019. And it just happens to be consistent with everything we’re reading in political / electoral news.

Read more

As Good Once As It Ever Was

By Rusty Guinn | September 20, 2019 | 2 Comments

What happens when profitless-growth-forever narratives start breaking?

We need a new drug.

Read more

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