The Zeitgeist | 2.21.2019

February 21, 2019 | Rusty Guinn | No Comments |

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.

Most European Bank Stocks Recover. Societe Generale Misses the Boat

People moves: New leadership for 406bn asset manager

UPDATE 2-GAM expects another challenging year, sacks suspended director

The S&P 500 Lost 11% of Value From Trump’s Trade War, Research Says

Cheesecake Factory Issues FY19 Outlook – Quick Facts (Ed Note: It may say Quick Facts, but it’s really 85 laminated pages)

Treasury yields move higher on US-China trade deal hopes (Ed Note: C’mon CNBC. ‘Move’? Are we really out of words already?)

Okta CEO: ‘We’re on the Right Side of History’ as Cloud Services Market Grows

DAX Inches Higher On Trade Deal Optimism (Ed Note: ‘Inches’ isn’t bad. Good job, good effort.)

Overnight Markets: Wall Street advances on US-China trade optimism (Ed Note: I’m really not making this up, people)

BAE’s Saudi Arms Deals Hit by German Export Ban Over Khashoggi


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…

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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