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Tag Archives: The Zeitgeist

To My Fellow Billionaires …

To receive a free full-text email of The Zeitgeist whenever we publish to the website, please sign up here. You’ll get two or three of these emails every week, and your email will not be shared with anyone. Ever. That’s Salesforce.com CEO Marc Benioff chatting with his buddy Jim Cramer in the top photo, and on the bottom that’s Benioff and his fellow multi-billionaire Ray Dalio from their perch at Davos, where they appeared to tsk-tsk us about populism and wealth...

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The Common Knowledge of Inflation

To receive a free full-text email of The Zeitgeist whenever we publish to the website, please sign up here. You’ll get two or three of these emails every week, and your email will not be shared with anyone. Ever. Until an hour before the Devil fell, God thought him beautiful in Heaven. That’s my fave Arthur Miller quote, from The Crucible. Our Devil is inflation, and today we think him beautiful in Heaven. The low rate of inflation, reflected in the CPI and...

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In Chinese, the Emphasis is on the Second Syllable

To receive a free full-text email of The Zeitgeist whenever we publish to the website, please sign up here. You’ll get two or three of these emails every week, and your email will not be shared with anyone. Ever. To inspire and nurture the human spirit – one person, one cup and one neighborhood at a time. That’s the Starbucks corporate mission statement. LOL. Starbucks’ stores in Hong Kong were recently burned and vandalized amid the escalating protests and riots...

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Imagine That.

To receive a free full-text email of The Zeitgeist whenever we publish to the website, please sign up here. You’ll get two or three of these emails every week, and your email will not be shared with anyone. Ever. I wrote this blurb about Imagination one year ago, in Things Fall Apart (Part 3) – Markets. I’m leading with it in this note because I want to show you the power of framing. In the Sandman comics by Neil Gaiman, Dream of the Endless must play the Oldest Game with a...

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Fear Factor

To receive a free full-text email of The Zeitgeist whenever we publish to the website, please sign up here. You’ll get two or three of these emails every week, and your email will not be shared with anyone. Ever. Yeah, yeah … I know that the Deep State is a powerful adversary. Or at least that’s what my MAGA buddies on twitter keep shouting at me. But I’ll take the Deep State as an enemy any day compared to Steve Schwarzman and the rest of the Private Equity Tong looking to...

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When the Product is Free, You’re the Product

To receive a free full-text email of The Zeitgeist whenever we publish to the website, please sign up here. You’ll get two or three of these emails every week, and your email will not be shared with anyone. Ever. This isn’t a note about Facebook. It’s a note about online brokerage fees. And it’s a note about Facebook. Charles Schwab Corp. said it would eliminate commissions on online stock trades, one of the most dramatic moves yet in a broad-based price war that is...

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The Emerging Market Zeitgeist is Broken

To receive a free full-text email of The Zeitgeist whenever we publish to the website, please sign up here. You’ll get two or three of these emails every week, and your email will not be shared with anyone. Ever. Yes, Deadwood is the greatest HBO series ever. Don’t @ me. I’m not having it. David Milch is MY President. And while Al Swearengen is the greatest character of that greatest show, the fact is that it’s another character – George Hearst – who drives the narrative...

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The Right Price of Money

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 chord that has been struck in Narrative-world. And whenever we think there’s a story behind the narrative connectivity of an article … we...

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Politics Trump Economics Redux

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 chord that has been struck in Narrative-world. And whenever we think there’s a story behind the narrative connectivity of an article … we...

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As Good Once As It Ever Was

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 chord that has been struck in Narrative-world. And whenever we think there’s a story behind the narrative connectivity of an article … we...

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