The Mozilo Market
After a Countrywide earnings call in 2008, I trusted NO ONE in government or Wall Street to tell the truth about the mortgage crisis.
And that's the …
Month: February 2020
Don’t Test, Don’t Tell
The CDC's Don’t Test, Don’t Tell policy came crashing down last night. So did Trump’s “buh, buh the flu” and "Yay, Containment!" narratives.…
Covid-19 Cargo Cults
Quantitative analysis is all well and good, but when someone starts peddling you charts or measures when you KNOW that the underlying data is unknowab…
Join Us. No, Really.
Second Foundation Partners is looking for a new member of the team to help us spearhead the development of technologies for narrative analysis.
The Fall of Wuhan
Containment has failed. And so now we must fight.
That means doing everything possible to bolster our healthcare systems BEFORE the need overwhelms t…
Kitchen Sink It
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…
Office Hours – 2.18.2020
This Office Hours is all about Coronavirus, except it's not - it's all about how institutions who solve for narrative outcomes invariably create bad r…
Not Gonna Lie
Not gonna lie ... this virus got us in the first half.
But if we prepare and strengthen our healthcare systems NOW, particularly in cities like Jaka…
Love in the Time of COVID-19
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…
The Industrially Necessary Doctor Tedros
To date, WHO leadership has simply been part of the Chinese narrative machine.
It's not just a betrayal of the researchers and clinicians who do impo…
Options
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…
That Escalated Quickly
Two narratives jumped sharply in structural attention scores over the past few months.
One is something we've already written a lot about - Inflation…
Body Count
China is fighting nCov2019 exactly like the US fought North Vietnam ... with policy driven more by narrative control than by what's best to win the wa…
We Hanged Our Harps Upon the Willows
Because the danger of powerful memes, cartoons and narratives is not that they demand our acquiesence. It is that they demand our participation.
US Recession Monitor – 1.31.2020
Like other topics, Recession narratives rose somewhat in attention and cohesion, but less dramatically than other categories. We believe that this is because coronavirus outbreak…
Credit and Debt Monitor – 1.31.2020
The decline in the strength of the Q4 Narrative of a risk of “collapse” in credit markets continued in January. Uniquely among our macronarratives, cohesion…
US Fiscal Policy Monitor – 1.31.2020
Like other topics, Recession narratives rose somewhat in attention and cohesion, but less dramatically than other categories. We believe that this is because coronavirus outbreak…
Trade and Tariffs Monitor – 1.31.2020
Attention on Trade and Tariffs topics rose somewhat, but the inclusion of coronavirus language proved a distraction to the stories being told about them rather…
Central Bank Omnipotence Monitor – 1.31.2020
Attention on and cohesion of Central Bank macro narratives rose sharply in January. We believe that this is largely the result of a (hopefully!) short-term…