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

Kitchen Sink It

By Rusty Guinn | February 20, 2020 | 6 Comments

10+ To receive a free full-text email of The Zeitgeist whenever we publish to the website, please sign up here. You’ll get two or three of these emails every week, and your email will not be shared with anyone. Ever. I have been under withering (if modestly deserved) friendly fire recently for posing a riddle and sitting on …

Read moreKitchen Sink It

Love in the Time of COVID-19

By Ben Hunt | February 17, 2020 | 5 Comments

Within a few months, the reality of COVID-19 will overtake the propaganda of the CCP and their toadies at the World Health Organization, as real-world companies begin making real-world economic decisions to maintain their enterprises in the face of a real-world threat.

Those decisions will be led by sports franchises.

Read more

Options

By Rusty Guinn | February 12, 2020 | 17 Comments

Our social institutions require of us many songs. One of those songs is about the roots of poverty in immorality. If we’re going to stop singing their songs, this may be a good place to start.

Read more

The Zeitgeist – 3.13.2019

By Rusty Guinn | March 13, 2019 | 6 Comments

Honestly, you could replace 90% of the daily news with a collection of Mitch Hedberg one-liners.

“People either love me or hate me … or they think I’m okay.”

Our modern addiction? Fiat News.

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The Zeitgeist – 3.12.2019

By Rusty Guinn | March 12, 2019 | 0 Comments

Today’s Zeitgeist is about winning when we’re losing, the polarizing power of hyperbole, more on SRI/ESG, a wonderful specimen of the Mad Creditor Letter and a less-wonderful specimen of the Obligatory Press Release.

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The Zeitgeist – 3.11.2019

By Rusty Guinn | March 11, 2019 | 0 Comments

Today’s Zeitgeist is about crashes on crashes, Nplpalooza 2019 and hunger-striking ruined property tycoons.

But mostly we celebrate the hedge fund industry’s effort to shake off last year’s challenges. From all of us, thank you for this gift of what we will just assume is uncorrelated alpha.

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