Should You Hedge It All?
Plus! Diff Jobs; Apple Car; State-Directed Investment; Flywheels and Bubbles; Inflation Impacts; Vertical Integration
All posts
In chronological order
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Longreads + Open Thread
Become a member to gain access →Rates, Newsletters, Trade, Smil, Serfs, Seasons, Shorting, The Super-Companies
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In the Long Run, Alpha is not for Sale
Unlock Premium to read this post →Plus! Controls; Collusion and Incentives; Big Tech Sees Like a State; Omnisearch; Redemptions
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Outage Economics
Unlock Premium to read this post →Plus! Surge Pricing and Behavioral Economics; Revenue Sharing; Customer Service; Pod Racing; Real Estate
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The Worst of the Best
Unlock Premium to read this post →Plus! Printer Jams and Discount Rates; Open Platforms; Positive Contagion; AI Pitches; Jurisdictional Arbitrage
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Exposed! Your Torrid Love Affair With Airline Fees
Become a member to gain access →Plus! Diff Jobs; Malicious Compliance; Sanctions and Third Countries; Bing and BATNAs; Celebrity Endorsements and Binary Outcomes; Supply/Demand Balance
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Longreads + Open Thread
Become a member to gain access →Science, Clusters, Trades, More Trades, Oil, Hurdle Rates, Walmart, Battle for the Bird
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Reddit's Going Public, But Who Really Owns It?
Become a member to gain access →Plus! Equity Compensation; Quant Quakes and Market Regimes; Private-Sector Hacking; Leap Days; Jurisdiction Shopping
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Buying Growth at the World's Biggest Fintech
Unlock Premium to read this post →Plus! Open Source AI; Scaling Money; Loyalty Programs; Less Durable Durables; There's Always a Most Important Stock
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Building for Power Users
Read this article →Plus! Adtech and "Sky Bridges"; SuperMicro!; GPD YoY; Black Boxes; Pods and Cycles
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Longreads + Open Thread
Become a member to gain access →Scams, Scrolls, Dating, Ackman, Search, Real Estate, Alternative Data, Private Equity
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Uber, After All
Unlock Premium to read this post →Plus! Surprises; Trillions; Choose-Your-Own-Shareholder-Return-Approach; Sora; Tech and Temporality