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

Why Am I Reading This Now?

By Ben Hunt | September 25, 2020 | 4 Comments

Yesterday, 5 GOP Senators wrote a letter to Netflix, saying that their plan to adapt Liu Cixin’s “The Three Body Problem” for TV/film amounted to “complicity” with the CCP and their horrific mistreatment of the Uyghurs.

Why am I reading this NOW?

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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.

Read more

Many People Say

By Ben Hunt | September 16, 2020 | 26 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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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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Overserved

By Ben Hunt | July 20, 2020 | 13 Comments

Everyone is in a tizzy about day traders and Robinhood. “Ooooh, they’re going to have such a hangover when the bubble pops.”

Pffft. They’ll be fine.

The investors facing a hangover are small family offices, plied with endless offerings of fee-heavy SPVs and SPACs by multi-billion dollar asset managers.

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Snip!

By Ben Hunt | July 16, 2020 | 5 Comments

Both Trump and Biden have proposed $2 trillion spending plans for next year, confirming exactly what we wrote last December. To the dollar. To the word.

We can’t always write tomorrow’s headlines today. But we do try!

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