The Zeitgeist | 2.5.2019

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This is our feature of the 10 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.

Broker Numis blames Brexit for paralysed deals

Is BlackRock set to revive annuities? (Ed Note: Not if Ken Fisher has anything to say about it!)

People don’t trust blockchain systems – is regulation a way to help?

10 Mind-Numbing Figures That Define PG&E’s Bankruptcy Sean Williams | Feb 5, 2019

To Avoid a Recession, Start Spending Now

Hellman’s $11 Billion Bid Shows PE Firms’ Megadeal Hunger

Most shoppers worry about buying groceries online. But delivery in the US is set to ‘explode’

Brexit puts Nissan’s UK future at risk but many car industry workers still want to leave EU

90% LTV mortgages

Buffett’s Betas

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The Daily Zeitgeist

Kitchen Sink It

By Rusty Guinn | February 20, 2020 | 4 Comments

8+ To receive a free full-text email of The Zeitgeist whenever we publish to the website, please sign up here. You’ll get two or three of these emails every week, and your email will not be shared with anyone. Ever. I have been under withering (if modestly deserved) friendly fire recently for posing a riddle and sitting on …

Read moreKitchen Sink It

Love in the Time of COVID-19

By Ben Hunt | February 17, 2020 | 5 Comments

Within a few months, the reality of COVID-19 will overtake the propaganda of the CCP and their toadies at the World Health Organization, as real-world companies begin making real-world economic decisions to maintain their enterprises in the face of a real-world threat.

Those decisions will be led by sports franchises.

Read more

Options

By Rusty Guinn | February 12, 2020 | 17 Comments

Our social institutions require of us many songs. One of those songs is about the roots of poverty in immorality. If we’re going to stop singing their songs, this may be a good place to start.

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Pleased to Meet You, Hope You Guess My Name

By Ben Hunt | January 22, 2020 | 10 Comments

It’s the one thing that Donald Trump and Rachel Maddow can agree on … “who the hell cares about the budget?”

If you don’t see that every government in the developed world is about to embark on a massive deficit spending spree, with modern-day ziggurats constructed in every burg and hamlet … you’re just not paying attention.

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The Church of the Long Now

By Ben Hunt | January 17, 2020 | 2 Comments

I know, I know … it’s me being mean to Neel Kashkari again.

Sorry, not sorry. Belittlement and scorn is the only weapon we have against the creeping ensorcellment of the Long Now.

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Shot, Chaser

By Ben Hunt | January 13, 2020 | 9 Comments

So I downloaded and compiled every SEC Form 4 filing that former Boeing CEO Dennis Muilenburg has ever made, to answer one simple question:

How much money did Dennis Muilenburg suck out of Boeing over the last ten years?

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