The Zeitgeist | 2.14.2019

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.

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

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…

A Different Game

By Rusty Guinn | January 21, 2021 | 5 Comments

The light research poured into sentiment analysis misses one rather important fact: that’s the game we used to play. Today’s Fiat News is a different game altogether.

“Suicide Bomber” vs suicide bomber

By Ben Hunt | December 29, 2020 | 19 Comments

On Christmas Day, Nashville was attacked by a suicide bomber terrorist. But not by a “Suicide Bomber”. Not by a “Terrorist”.

Why not? Because his terrorist goals didn’t fit neatly into a useful political narrative like “Antifa!” or “Proud Boys!”

Here’s what this looks like in the Narrative Machine.

Russian Nesting Deals

By Rusty Guinn | December 3, 2020 | 4 Comments

Sometimes complicated is complicated because it has to be. But this nesting doll of a SPAC deal with Dyal (Neuberger Berman) IS weird and worthy of more than usual scrutiny, especially if you are an LP in one of these funds.

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