The Zeitgeist | 2.28.2019

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.

Report: Blockchain Home Equity Loan Platform Raises $65 Million

UK house price growth ‘subdued’ as Brexit looms

Why Nintendo keeps returning to classics like Pokemon

MYSTERY SHOPPER BRISTOL; The shopper is considering investing her graduation gift – £50,000 – in safe haven assets such as gold

Doubts Over Trade Talks Weigh on Stocks (Ed Note: We haven’t seen “weigh on” in a while.)

The Perils Of Investing Idol Worship: The Kraft Heinz Lessons!

Deutsche Bank Shares Slip Lower After ECB Capital Increase Notice

Chinese Stocks Are Suddenly the World’s Best Trade in February

Trump-Kim summit fizzles; AB InBev surges; US GDP

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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…

The Zeitgeist – April 19, 2021

By Ben Hunt | April 19, 2021 | 6 Comments

Here’s what we’re reading and working on this week at Epsilon Theory.

Hot and Cold

By Rusty Guinn | March 23, 2021 | 26 Comments

Most of us are under the impression that a protracted conflict within China will increase national unity. Not this time.

A Change in the Water

By Ben Hunt | March 3, 2021 | 3 Comments

Increasingly, the common knowledge of our investment world – what everyone knows that everyone knows – is that inflation is a problem and you should be focused on it.

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