The Zeitgeist | 2.13.2019

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.

San Francisco City & County Employees allocates $380 million to alternatives

How Much Money Is In The Global Marketing Industry – More Than We Believed

The Biggest Bank M&A Deal Since the Financial Crisis

EU Approves Accord for Market Regulators to Swap Data

Shopify Stock Takes a Beating After Solid Earnings as Guidance Disappoints

Forge First Asset Management January 2019 Commentary: We Are Either In The 8th Inning Or We’re Already In Extra Innings

BlackRock’s president just highlighted one fast-growing ETF product that will ‘catapult’ the $6 trillion firm

Trump’s approval of offensive military hacking makes sense, most experts say

Asian stocks reach four-month peak on U.S.-China trade deal hopes

The Federal Debt: Is Anyone Concerned?

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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…

The Zeitgeist | 2.21.2019

By Rusty Guinn | February 21, 2019 | 0 Comments

In which we focus on struggles and changes at asset managers, Soc Gen misses the boat, and markets ‘move’, ‘inch’ and ‘advance’ on trade optimism.

The Zeitgeist | 2.20.2019

By Rusty Guinn | February 20, 2019 | 0 Comments

Pesky stock analysts, an earnings season focus on power and energy, and a late run on descriptive terms for the China Trade negotiations.

The Zeitgeist | 2.19.2019

By Rusty Guinn | February 19, 2019 | 0 Comments

In which we learn about new voices in the hospital, we pile on the Fed, and we exult in stocks “edging up” on trade talk progress (I’ve forgotten what take we’re on).

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