The Zeitgeist | 2.8.2019

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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.

A Storm Is Coming to the Global Music Industry – and More than $100 Billion Is at Stake

Tesla cuts the price of its Model 3 AGAIN: Electric car maker slashes $1,100 off its most affordable vehicle in second cost reduction this year as production finally ramps up

A positive picture: How banks are presenting their art treasures in a better light

ESG investing: how the rise of data can undermine human rights

Looking At Standalone Maersk Drilling Through Potential M&A Lens

Citi just revealed unflattering pay data. Will other banks follow suit?

Thomas Cook Stock Falls as Brexit Seen Hampering Airlines Sale

LAZY SUNDAY Average Brit spends Sundays eating roasts, taking strolls and watching films  (Ed Note: If you’re able to take a stroll, you’re not doing Sunday lunch correctly)

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charles
charles
1 year ago

That last link “LAZY SUNDAY…” is behind a pay/password wall.

The Daily Zeitgeist

Why Am I Reading This Now?

By Ben Hunt | September 25, 2020 | 2 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 | 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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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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