Fawning Tesla press, coming storms, ESG and data, striking a balance between tasteful display of art collections and pay cuts at banks, and post-Yorkshire pudding walks.
Today’s specials: Megadevelopments in Chicago, online grocery shopping, slowdowns at Apple, vagueness at Alphabet and Canadian weed.
Your mother was a hamster and your father smelt of elderberries … the pricing power found in intellectual property. It’s not as easy as it looks.
In today’s edition, it’s captain obvious takes on the ECB, is there anything active funds CAN do?, more Brexit and dead-cat bounces.
Trust in media is being debased from without and within. The Clear Eyed, Full-Hearted answer? Don’t pick and choose. Set yourself against both threats.
Access this month’s monitor slides in Powerpoint and in PDF. Access the data in Excel. The attention on credit and credit cycles has increased slightly, but most of…
Access this month’s monitor slides in Powerpoint and in PDF. Access the data in Excel. Attention to fiscal policy narratives has dramatically increased in January. The shutdown (and…
Access this month’s monitor slides in Powerpoint and in PDF. Access the data in Excel. Attention on Trade and Tariffs is now as high as we have measured…
Access this month’s monitor slides in Powerpoint and in PDF. Access the data in Excel. Attention to central bank narratives continued to rise in January, to nearly the…
Access this month’s monitor slides in Powerpoint and in PDF. Access the data in Excel. Our attention measure for Inflation narratives rose somewhat in January, probably the result…