The Zeitgeist | 2.15.2019

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.

Facebook in talks with FTC as possible record fine looms

Tech Giants Are Increasingly Designing Their Own Custom Chips – How to Play It

Deere’s CEO Calls Out Tariffs and Trade as Profit Disappoints

How to Play the Fed’s Coming Rate Cut

Six Flags Sinks as Revenue Misses Estimates Because of ‘Challenging’ China

DealBook Briefing: The Bigger Picture Behind Amazon Ditching N.Y.

How Bill Daley became rich at the crossroads of government and business (Ed Note: My stars! Do tell!)

Nvidia Shares Pop as Earnings Top Estimates

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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 – 4.16.2019

By Ben Hunt | April 16, 2019 | 2 Comments

It’s not even a wall of worry any more. More like tiny little speed hurdles that we set up to clear by a mile. Just another day’s work for the Fiat News machine.

They’re not even pretending anymore.

The Zeitgeist – 4.15.2019

By Rusty Guinn | April 15, 2019 | 9 Comments

It’s the Monday Zeitgeist, where we keep the Star Wars image streak alive at 2, celebrate the return of a beloved phrase, laud the arrival of a very dumb phrase, listen to political predictions from economists, and hear a political proposal from a journalist.

The Zeitgeist Weekend Edition – 4.13.2019

By Rusty Guinn | April 13, 2019 | 1 Comment

It’s the Weekend Zeitgeist, where we try to forget about markets for a day or two to see what matters in the rest of the world. This week, it’s robots, the 1980s, self-made men, Star Wars (more than an ACTUAL black hole), Moroccan exceptionalism and the Power of Google.

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