Longreads + Open Thread
Tract, Brains, 9/11, Diplomacy, Credit Cards, Crashes, 2024
All posts
In chronological order
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Will White-Collar Workers Experience a Blue-Collar Economic Recovery?
Unlock Premium to read this post →Plus! Harvard; AI, Memory, and Moats; Grabbing Share; Concentrating Demand; When the Tide Goes Out
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It Probably Takes More than Four Years to Eliminate Reserve Currency Status
Unlock Premium to read this post →Plus! Elasticity; Tail Risk; What to Buy; How the Decision Got Made; US Export Pacing
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Why Volatility Fattens Traders' Fingers
Unlock Premium to read this post →Plus! Ads and Data; Restocking, Destocking, and Equilibria; The Negotiations Continue; De-Risking; Other Angles
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Finance as a Scale-Invariant Global Computer
Read this article →Plus! The Market; Supply and Demand; The March Continues; ETFs; Intellectual Property
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Longreads + Open Thread
Read this article →Plague, Manufacturing, FX, Agents, Trump, Surface Area, AI
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What moves the Efficient Frontier Between PE and SaaS for Improving Small Companies' Financial Performance?
Unlock Premium to read this post →Plus! Reindustrialization as a Financial Engineering Problem; How the Tariffs Happened; Meanwhile, in Europe; Lead Generation; The Platform
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Tariffs and Currencies
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eToro: Twitch Plays the Market
Unlock Premium to read this post →Plus! OpenAI; Open AI; Supply Chains and Self-Tariffing; Surface Area; Secrets
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"Do Firms Need Juniors?" Might be the Wrong Question
Become a member to gain access →Plus! Solve for X + X; Refactoring; AI and Distribution; How Models Think; The AI Business Model
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Longreads + Open Thread
Read this article →Jobs, Nobels, AI, Magazines, Worms, Complements
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IP Protection in the Era of Fast Copying and Watermark Removal
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