The Zeitgeist | 2.25.2019

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.

As AI Software Replaces Thousands of Workers, One Company Will Benefit the Most

Are you paying higher fees to subsidise tiny ‘orphan’ funds?

How America Learned to Stop Worrying and Love Deficits and Debt

The Green New Deal: A Fresh Opportunity For Investors?

Stocks Gain, China Surges, as Trump Delays Tariffs Amid Trade Talk Progress (Ed Note: It’s a rare threefer – Gain! Surge! Progress!)

Trump predicts ‘very big news’ in China trade talks after breakthrough

Trump Extends China Tariff Deadline

Buffett’s Berkshire, hurt by Kraft Heinz, posts massive quarterly loss


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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 | 1.18.2019

By Rusty Guinn | January 18, 2019 | 0 Comments

Today it’s Morgan Stanley, the price of rice, Morgan Stanley, the art of AI and a bit more Morgan Stanley.

The Zeitgeist | 1.17.2019

By Rusty Guinn | January 17, 2019 | 3 Comments

The Zeitgeist for January 17th: China, ‘no inflation’, advice from Bogle, and another day, another cannabis headline.

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