The Zeitgeist | 2.8.2019

February 8, 2019 | Rusty Guinn | 1 Comment |

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

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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…

B3 Debt is the New Black

By Ben Hunt | May 30, 2019 | 1 Comment

I’m not sure that people who aren’t immersed in this world realize how crappy B3 debt is. Or how much of it is getting pushed into the market.

THIS is financialization.

Red Dawn

By Ben Hunt | May 30, 2019 | 2 Comments

How will you know that the US-China trade narrative is shifting towards a protracted game of Chicken?

When the narrative becomes dominated by national security language and clusters.

Rusty and I have been all over this for a year. More to the point, we have been right. If you want to know what’s happening with the Trade & Tariff narrative structure, you should subscribe to ET Professional. This is what we DO.

Spree

By Ben Hunt | May 28, 2019 | 0 Comments

The word “spree” is so evocative in narrative-world, implying at a minimum some sort of wantonness and excess, some sort of moral bankruptcy.

How threadbare and slow-growing is the financial services world today? It’s a “hiring spree” just to open up a New York office. With 30 people. By 2022.

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