This is our feature of the 10 (or so) 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 Zeitgeist | 2.13.2019
The Daily Zeitgeist
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.
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…
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…
Here’s what we’re reading and working on this week at Epsilon Theory.
Most of us are under the impression that a protracted conflict within China will increase national unity. Not this time.
Increasingly, the common knowledge of our investment world – what everyone knows that everyone knows – is that inflation is a problem and you should be focused on it.
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