We can be better investors. Not by playing the cards we’re dealt any harder. But by playing the other players at the table a lot smarter.
It’s a new technology applied to an old investment strategy. It’s a new way to think about money flows and investor behaviors.
The weekend Zeitgeist, in which the Gray Lady’s news coverage gets even grayer, everybody loves Beto, Rusty discovers a new Hall of Fame about which he has opinions, and abstracted thinking in cheese research.
Helicopter parenting produces kids whose ability to evaluate and take risks has been crippled. If we’re not careful, helicopter parenting from policy-makers will do the same to us as investors.
In which we are told that China is not the AI-powered dystopia we we were looking for, we encounter the “seen to” Fiat News tell in the wild, and we take a longer look at something over the better part of…an evening?
All the Fiat News that’s fit to scrutinize.
“It’s a trap!” This and other evergreen memes of Fiat News, yours for the plucking in today’s Zeitgeist.
It’s not impossible for market volatility to spike massively through some deflationary shock to the financial system like a global recession or a China-driven credit crisis or an Italy-driven euro crisis. What’s impossible is TO GET PAID for taking out an insurance policy against volatility spikes from these deflationary shocks.
One of the Missionary’s most powerful tools is admiring the unsolvable problem – finding new ways of describing what’s wrong without an honest effort to actually fix it.
With apologies, add this to the list of things that you will now see everywhere.
Jay Powell channels Arthur Burns, a Fed model for congressional budget debates, and a smorgasbord of Boeing bagholder quotes. All in a day’s work for the Zeitgeist!
In this Office Hours, Ben and Rusty dig into the transition of capital markets into political utilities – this time with a special focus on private markets.
Today’s Zeitgeist is about tweet nudges, massive law partner payouts, a big reason for massive law partner payouts, your closet, the people who want to sell you…rope, and more.
In this ET Pro In Focus note, we explore the Narrative structure of ESG and SRI investing. Our question: is it finally part of the Zeitgeist, or a trend that will continue to come and go?