The Zeitgeist | 2.6.2019

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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.

Sorry for the delay today, folks! Couldn’t be helped. I mean, it could have, but I didn’t.

FemBeat: P&G Acquires Organic Period Care Startup This Is L.

Why the US will avoid a recession this year and next (just)

ECB: Draghi’s Succession Matters

GM’s Resilient Profit Shows Why CEO Mary Barra Decided to Cut Jobs

Don’t Count on Active Funds to Provide Downturn Protection

US Production Shows no Signs of Slowing Down as OPEC moves to Support Prices

UK funds to snap up as Brexit beckons

Four of the last five times markets rallied like this, it was a dead-cat bounce

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The Daily Zeitgeist

The UNITED States of America

By Ben Hunt | September 19, 2020 | 7 Comments

My RBG story …

I thought she’d be all about women’s rights and legal theory this and legal theory that. I was SO wrong.

RBG’s death is an enormous loss for the UNITED States of America.

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Many People Say

By Ben Hunt | September 16, 2020 | 23 Comments

The go-to move by sophists like Vox and Trump is to claim that “many people” are asserting their made-up premise that justifies an otherwise ludicrous position.

Why do they do this? Because it works.

Why does it work? Because common knowledge game. Because of the power of the crowd watching the crowd.

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The Game of Tesla

By Ben Hunt | September 3, 2020 | 4 Comments

Recent price action in Tesla is the Common Knowledge Game in action.

It is the power of the crowd watching the crowd. It is the power of – not what you think is true, and not what you think the crowd thinks is true – but of what the crowd thinks the crowd thinks is true.

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Get Me Tools and a Beer!

By Rusty Guinn | August 10, 2020 | 9 Comments

There is nothing wrong with wanting the US to bring back certain critical manufacturing industries to its shores.

But don’t buy the narrative that a crazy scheme like the Kodak grift is the only way to make it happen.

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Deep Sociopathy

By Ben Hunt | August 6, 2020 | 6 Comments

Is murder bad? Hmm, I dunno. What are the chances I will be caught and what price will I pay if that happens? If the odds are high enough and the price steep enough, then yeah, I guess THAT would be bad. But the act of murder itself? I mean, I’m sure whoever I murdered – if I were to murder someone, that is, because I really don’t think you can prove that I did – was getting in the way of something that was very important to me. When you really think about it, they were doing the bad thing! Why do you ask?

Welcome to the world of commodity trade finance.

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Taiwan is now Arrakis

By Ben Hunt | July 27, 2020 | 18 Comments

“He who controls the spice controls the universe.”

The world’s principal supplier of semiconductors – the spice of OUR global empire – is now Taiwan.

Thanks a lot, Intel. Thanks a lot, Bob Swan. Thanks a lot, Jack Welch. Thanks a lot, all you Wall Street wizards of financialization.

Taiwan is now Arrakis. And we WILL fight over it.

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