Saturday , March 23 2019
Home / Epsilon Theory / The Zeitgeist – 3.14.2019

The Zeitgeist – 3.14.2019

Summary:
Every morning, we run the Narrative Machine on the past 24 hours worth of financial media to find the most on-narrative (i.e. interconnected and central) stories in financial media. It’s not a list of best articles or articles we think are most interesting … often far from it. But for whatever reason these are articles that are representative of some sort of chord that has been struck in Narrative-world. The self-dealing and shadow economy of prestige academia will all be Common Knowledge before this is all over, and it will rock our society more than any revelation of the self-dealing and shadow economy of Wall Street. Welcome to the Hollow Market. JFC. If you think this is just a Sanders/Warren thing, or if you think it’s just a Google/Facebook

Topics:
Ben Hunt considers the following as important:

This could be interesting, too:

Rusty Guinn writes The Zeitgeist – 3.22.2019

Ben Hunt writes The Zeitgeist – 3.21.2019

Ben Hunt writes The Zeitgeist – 3.20.2019

Rusty Guinn writes The Zeitgeist – 3.19.2019

Every morning, we run the Narrative Machine on the past 24 hours worth of financial media to find the most on-narrative (i.e. interconnected and central) stories in financial media. It’s not a list of best articles or articles we think are most interesting … often far from it.

But for whatever reason these are articles that are representative of some sort of chord that has been struck in Narrative-world.


The Zeitgeist – 3.14.2019

The self-dealing and shadow economy of prestige academia will all be Common Knowledge before this is all over, and it will rock our society more than any revelation of the self-dealing and shadow economy of Wall Street.


The Zeitgeist – 3.14.2019

Welcome to the Hollow Market. JFC.


The Zeitgeist – 3.14.2019
The Zeitgeist – 3.14.2019

If you think this is just a Sanders/Warren thing, or if you think it’s just a Google/Facebook thing, you’re wrong. This is a Zeitgeist thing.


The Zeitgeist – 3.14.2019

It’s the triple play of raccoon financial media!

Fox Business “places content” from Motley Fool.

Motley Fool writes a puff piece on a Chinese “social video and online dating specialist” company called Momo (you can’t make this shit up).

But since a Chinese social video and online dating specialist called Momo just isn’t momentum-y enough, “investing geniuses” David and Tom Gardner want to sell you the 10 stocks that are – hard as this may be to believe – even better buys than Momo.

The Zeitgeist – 3.14.2019

The Zeitgeist – 3.14.2019

I’m just surprised capital gains treatment of carried interest has lasted this long.


The Zeitgeist – 3.14.2019

My new favorite euphemism! Now if you’ll excuse me, I must go deeply reflect on my Juicero investment.


The Zeitgeist – 3.14.2019

Yes.


About Ben Hunt
Ben Hunt
He is the chief investment strategist at Salient, a $14 billion asset manager based in Houston and San Francisco, and the author of Epsilon Theory, a newsletter and website that examines markets through the lenses of game theory and history. Over 100,000 professional investors and allocators read Epsilon Theory for its fresh perspective into market dynamics.

Leave a Reply

Your email address will not be published. Required fields are marked *