The Zeitgeist | 2.8.2019

1+

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)

1+

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. It's our effort to spread the word about what we're doing, and allow you to read more Epsilon Theory!

1
Leave a Reply

Please Login as a Paid Member as a Paid Member to comment
  Subscribe  
newest oldest
Notify of
charles
Member
charles

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

0

The Daily Zeitgeist

Kitchen Sink It

By Rusty Guinn | February 20, 2020 | 1 Comment

7+ 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 | 4 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.

Read more

The Zeitgeist | 1.29.2019

By Rusty Guinn | January 29, 2019 | 0 Comments

Food and retailing are top of mind (and…bullish?), trade continues to dominate content and commentary, and a hero rides in to protect the Lu Ann Platter.

Read more

The Zeitgeist | 1.28.2019

By Rusty Guinn | January 28, 2019 | 0 Comments

Oil falls, gas bounces, banks are buoyed. It’s apparently a weird gravity metaphor grab-bag on a Monday Zeitgeist.

Read more

The Zeitgeist | 1.25.2019

By Rusty Guinn | January 25, 2019 | 0 Comments

Billionaire penthouses, vertical integration in cannabis, non-musical music power, and a shifting tone in tech.

Read more

DISCLOSURES

This commentary is being provided to you as general information only and should not be taken as investment advice. The opinions expressed in these materials represent the personal views of the author(s). It is not investment research or a research recommendation, as it does not constitute substantive research or analysis. Any action that you take as a result of information contained in this document is ultimately your responsibility. Epsilon Theory will not accept liability for any loss or damage, including without limitation to any loss of profit, which may arise directly or indirectly from use of or reliance on such information. Consult your investment advisor before making any investment decisions. It must be noted, that no one can accurately predict the future of the market with certainty or guarantee future investment performance. Past performance is not a guarantee of future results.

Statements in this communication are forward-looking statements. The forward-looking statements and other views expressed herein are as of the date of this publication. Actual future results or occurrences may differ significantly from those anticipated in any forward-looking statements, and there is no guarantee that any predictions will come to pass. The views expressed herein are subject to change at any time, due to numerous market and other factors. Epsilon Theory disclaims any obligation to update publicly or revise any forward-looking statements or views expressed herein. This information is neither an offer to sell nor a solicitation of any offer to buy any securities. This commentary has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. Epsilon Theory recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives.