Longreads + Open Thread
Crime, Blair, Game of Thrones, Hedge Funds, Research, Money, Greece
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Complementary Cooling: Refrigerated Warehouse REITs
Unlock Premium to read this post →Plus! Automating Training; AI and the end of Mass Fame; Marketing Stunts; Size, Quality, and Passive Investing; User-Generated Content-Generating Agents
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Apple's Physical-Platform Transition
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Does the AI Business Work if They're Paying for Content?
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Fertilizer and Toxins
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Longreads + Open Thread
Become a member to gain access →Networks, Five Nines, Tours, Disinformation, Deglobalization
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Mass Producing Microcelebrities
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The Index Rebalancing Trade
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An Efficient Markets Parable
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"Nobody Knows Anything": Backtests are Hard
Become a member to gain access →Plus! The Economics of Hacking; Lead Generation; Adverse Selection; Tip Economics; First and Last Resort; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Excel, Lego Orrery, Steroids, Early Finance, Disagreeable Nerds, Programming, Elites, WallStreetBets
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How Meme Stocks Escaped Containment
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