The Zeitgeist | 2.14.2019

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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.

Venezuela’s crisis of socialist faith; Not just leaders, but very economic model questioned

Howard Schultz: Americans need more opportunities

Noxious Trade Talk Fumes Dull S&P Bears’ Senses: Taking Stock (Ed Note: Aww, I thought they were hopeful – now they’re noxious!)

Stock Buybacks Are Not the Enemy

Robot Wars: $60B Intuitive Surgical Dominated Its Market For 20 Years. Now Rivals Like Alphabet Are Moving In

Tempur Sealy Reports Fourth Quarter and Full Year 2018 Results

A US-China trade deal may not be the catalyst the market is expecting

Teva Pharma Tumbles as Earnings and Outlook Miss Estimates

MARKET SNAPSHOT: S&P 500, Nasdaq Poised To Extend Rally To A Fifth Day On U.S.-China Trade-talk Progress (Ed Note: Whew! False alarm!)

EMERGING MARKETS-Emerging stocks, FX fall, await cues from trade talks (Ed Note: Wait, I was poised to extend my rally! I’m awaiting cues now?)


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The Daily Zeitgeist

One Narrative Keeps on Trucking

By Rusty Guinn | December 9, 2019 | 2 Comments

Trucking is dying and truckers are suffering along with it. The fact that the latter is the framing being chosen for the issue should pique your interest.

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Presented Without Comment

By Ben Hunt | December 4, 2019 | 1 Comment

Regardless of your personal views pro or con, if you don’t see that a powerful narrative backlash is forming against corporate management enrichment, you’re just not paying attention.

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Our Dumb World

By Rusty Guinn | December 2, 2019 | 0 Comments

Sometimes you really have to wonder how on earth an article makes its way into the Zeitgeist. Sometimes it’s best not to know.

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The Rent Is Too Damn Low

By Ben Hunt | November 25, 2019 | 8 Comments

It’s so weird that everyone who would throw an unholy temper tantrum at – gasp! – rent-controlled apartments is just fine with rent-controlled money.

“Yay, crumbs!”

Read more

OK, Boomer

By Ben Hunt | November 18, 2019 | 4 Comments

I’m a fan of FedEx the company and Fred Smith the founder. I think they are both crown jewels of Western capitalism.

But if I hear another lecture from Fred Smith and his fellow billionaires on trickle-down tax cuts and the “benefits to the United States economy, especially lower and middle class wage earners”, I’m going to lose it.

Read more

The Rake

By Ben Hunt | November 12, 2019 | 10 Comments

Jamie Dimon is the rake.

Read more

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