The Zeitgeist | 3.1.2019


This is our feature of the 10 (or so) 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.

Why Americans pay $550 monthly for new cars

China tech: Playing BATs versus FAANGs

Big Pharma’s Hunt for New Drugs Is Pushing Up Cost of Deals (Ed Note: Maybe they should just do buybacks instead to avoid controversy.)

Evolving The Advisor-Client Relationship

Trade Against Pension Fund Constraints For Better Returns

Chart of the Week: Institutions pump money into ETFs

J.C. Penney plans to close 24 more stores

Fleet Complete Finalizes Investment Partnership with Ontario Teachers

Ireland Factory Growth Improves In February

‘One Day at a Time’ – Gloria Calderon Kellett on being the boss and the Netflix numbers game


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