The Zeitgeist | 2.20.2019

February 20, 2019 | Rusty Guinn | No Comments |

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.

Barclays fraud trial: ex-chairman ‘not aware’ of GBP280m Qatar deal

Devon Energy Makes A Huge Decision

C-SUITE INSIDER; For Calpine, going private means no more pesky stock analysts

Equinor presses on with drilling plans in Great Australian Bight

Warren Buffett’s annual letter shareholder is dropping on Saturday. Here’s what to expect.

LendingClub Corp (LC) Q4 2018 Earnings Conference Call Transcript

Stocks close higher with boost by trade talks (Ed Note: Alright, ‘Boost’ is off the board. This Trade War Descriptive Term Suicide Pool is getting exciting!)

EMERGING MARKETS-Emerging stocks jump on trade talks progress, S.Africa awaits budget (Ed Note: Sorry, ‘Jump’ has been off the board for weeks.)

Stocks Mixed as Trump Hints at China Talks Extension; Fed Minutes Loom For Doves (Ed Note: Oh no!)

JGBs follow global peers higher ahead of Fed minutes

Skyworks Collaborates with MediaTek on Innovative 5G Platform


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The Daily Zeitgeist

ET Zeitgeist: Raccoons Never Sleep

By Ben Hunt | May 28, 2021 | 5 Comments

Lemonade (LMND) isn’t just an insurance company. No, no … they’re an AI Company! ™.

Plus Chamath is up to his old tricks.

I hate raccoons.

Inflation as Ad Campaign

By Ben Hunt | May 24, 2021 | 0 Comments

An ET Pack member sent me this. Anyone else come across ads that directly call out inflation expectations? Would love to collect more screenshots like…

Many People Are Saying … Bitcoin is Art

By Ben Hunt | May 24, 2021 | 0 Comments

The Bitcoin Is Art thesis that I put out back in 2015 (The Effete Rebellion of Bitcoin) and recently put forward again (In Praise of…

Carny Barkers

By Ben Hunt | August 13, 2020 | 18 Comments

In the age of capital markets as carny show, we are told by barkers like Cramer that this is what a smart investor or management team does … they should look to the grift du jour for their edge.

Get Me Tools and a Beer!

By Rusty Guinn | August 10, 2020 | 9 Comments

There is nothing wrong with wanting the US to bring back certain critical manufacturing industries to its shores.

But don’t buy the narrative that a crazy scheme like the Kodak grift is the only way to make it happen.

Deep Sociopathy

By Ben Hunt | August 6, 2020 | 6 Comments

Is murder bad? Hmm, I dunno. What are the chances I will be caught and what price will I pay if that happens? If the odds are high enough and the price steep enough, then yeah, I guess THAT would be bad. But the act of murder itself? I mean, I’m sure whoever I murdered – if I were to murder someone, that is, because I really don’t think you can prove that I did – was getting in the way of something that was very important to me. When you really think about it, they were doing the bad thing! Why do you ask?

Welcome to the world of commodity trade finance.

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