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?

Start the discussion at the Epsilon Theory Forum

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 | 2.6.2019

By Rusty Guinn | February 6, 2019 | 0 Comments

In today’s edition, it’s captain obvious takes on the ECB, is there anything active funds CAN do?, more Brexit and dead-cat bounces.

The Zeitgeist | 2.5.2019

By Rusty Guinn | February 5, 2019 | 0 Comments

In which we hear the term, ‘megadeal hunger’, contemplate a Larry Fink v. Ken Fisher celebrity steel cage match, and boggle at the unironic advocacy of regulation as the solution for lack of trust in blockchain applications.

The Zeitgeist | 2.4.2019

By Rusty Guinn | February 4, 2019 | 0 Comments

The near-term focus of financial markets coverage seems squarely on M&A in the U.S. Elsewhere, Lord Fink (!) roasts Corbyn and Australian housing has become a media obsession.

DISCLOSURES
This commentary is being provided to you as general information only and should not be taken as investment advice. The opinions expressed in these materials represent the personal views of the author(s). It is not investment research or a research recommendation, as it does not constitute substantive research or analysis. Any action that you take as a result of information contained in this document is ultimately your responsibility. Epsilon Theory will not accept liability for any loss or damage, including without limitation to any loss of profit, which may arise directly or indirectly from use of or reliance on such information. Consult your investment advisor before making any investment decisions. It must be noted, that no one can accurately predict the future of the market with certainty or guarantee future investment performance. Past performance is not a guarantee of future results.

Statements in this communication are forward-looking statements. The forward-looking statements and other views expressed herein are as of the date of this publication. Actual future results or occurrences may differ significantly from those anticipated in any forward-looking statements, and there is no guarantee that any predictions will come to pass. The views expressed herein are subject to change at any time, due to numerous market and other factors. Epsilon Theory disclaims any obligation to update publicly or revise any forward-looking statements or views expressed herein. This information is neither an offer to sell nor a solicitation of any offer to buy any securities. This commentary has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Epsilon Theory recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.