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 | 1.24.2019

By Rusty Guinn | January 24, 2019 | 0 Comments

An American mutual fund gatekeeper does PR for China, DNC gunning for Wall Street, multiple missionaries live from the pulpit in Davos.

The Zeitgeist | 1.23.2019

By Rusty Guinn | January 23, 2019 | 1 Comment

Talking ourselves into a recession, trusting our employers, and a fine example of government shutdown fiat news.

The Zeitgeist | 1.22.2019

By Rusty Guinn | January 22, 2019 | 0 Comments

Welcome back, folks. Today, it’s all about cloud and blockchain, but no cannabis. Also: tech earnings, Trump can’t make a deal, and corporate debt.

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