The Trump administration has flipped between a half dozen distinct narratives telling us what these tariffs are really about.
Why? Because they needed to wrap the truth in a better story. Time to go Narrative Shopping.
Recent major media stories that feel to us like they’re part of a larger narrative campaign.
Recent major media stories that feel to us like they’re part of a larger narrative campaign.
Recent major media stories that feel to us like they’re part of a larger narrative campaign.
The cure for the cancer of gun culture and police culture is not to be found in reform laws around guns and police, but in reform ideas around culture, ideas that create a new dimension of American society that rejects LARPing and LARPers alike.
Inflation
What made Bitcoin special is nearly lost, and what remains is a false and constructed narrative that exists in service to Wall Street and Washington rather than in resistance.
The Bitcoin narrative must be renewed. And that will change everything.
This Time Last Year
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Crypto
Recent Notes
In the News | Week of 2.11.2019
Soft drinks, REITs, midstream companies, CROs and video games round out the start to the second half of earnings season.
The Zeitgeist | 2.11.2019
Why VC loves fintech for some reason, populist messages, “optimism over trade talks” take 25, and more popullsm.
But We Need the Eggs
We’re all passengers in the backseat of the State-driven car, and we all suspect that our drivers might be high-functioning lunatics, and we’re all terrified about what they might do next.
But we need the eggs.
Blast from the Past
What the rise and fall of baseball cards can and can’t tell us about bubbles and the turning of markets into utilities.
The Zeitgeist | 2.8.2019
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.
The Zeitgeist | 2.7.2019
Today’s specials: Megadevelopments in Chicago, online grocery shopping, slowdowns at Apple, vagueness at Alphabet and Canadian weed.
Pricing Power (pt. 2) – Intellectual Property
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.
The Zeitgeist | 2.6.2019
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.
All Along the Watchtower
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.
The Zeitgeist | 2.5.2019
In which we hear the term, ‘megadeal hunger’, contemplate a Larry Fink v. Ken Fisher celebrity steel cage match, and boggle at the unironic advocacy of regulation as the solution for lack of trust in blockchain applications.
The Zeitgeist | 2.4.2019
The near-term focus of financial markets coverage seems squarely on M&A in the U.S. Elsewhere, Lord Fink (!) roasts Corbyn and Australian housing has become a media obsession.
In the News | Week of 2.4.2019
In which we see a week full of insurance earnings, continued trade concerns, ‘warming to nuclear’ and a humble request to stop naming things “Exelon.”
Arbitrary Power
There is a paradox – only it isn’t really a paradox – in that to act boldly on and hold loosely to our beliefs requires us to design processes which are subject to an almost opposite standard.
The Zeitgeist | 2.1.2019
Amazon ‘buts’, all sorts of January 1987 comparisons, a grab bag of central banking and politics, and a notable omission from your Brexit Bunker.
Speak Now
We no longer have real discussions about critical civic issues in part because we’ve stopped calling things by their proper name. Our lack of nuance causes those conversations to degrade into predictable, exhausting patterns. Let’s figure this out before it’s too late.
The Zeitgeist | 1.31.2019
A big day for the Green New Deal, tax policy old and new, a solution for morale problems at Palantir and a solution for god only knows at Davos.
Uttin’ On the Itz!
Watching Jay Powell’s press conference today, it hit me – THIS HAS ALL HAPPENED BEFORE.
Back in September, 2013 to be precise, when Ben Bernanke told us that QE was not going to roll off as expected, that “data dependent” meant “market dependent”, and the Fed was a prisoner of the White House and Wall Street.
You are here. Again.
The Zeitgeist | 1.30.2019
Today’s Zeitgeist has a bit of private markets, Boeing and Apple, conspiracies and tax avoidance.
Kobayashi Maru
When facing a no-win scenario, sometimes the only rational choice is for our advisers and managers to change the conditions of the test. That doesn’t mean we have to buy what they’re selling.
The Zeitgeist | 1.29.2019
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.
Recent major media stories that feel to us like they’re part of a larger narrative campaign.