Canada as an Unusually Rich Emerging Market
Plus! Standardizing; Cars are Hard; Who Audits the Auditors?; Gas Stations; Energy Bailouts
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Tech as a Keynesian Quasi-Boom Within a Keynesian Semi-Slump
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Longreads + Open Thread
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Trustpilot and Brand Inflections
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What are Commodity Trading Firms For
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How tax laws make the market downturn uniquely complicated for software engineers
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The Network Before the Internet
Read this article →Plus! Operational Issues; The Cloud; Rent and Inflation; The Glut; Credit and Macro; Diff Jobs
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Longreads + Open Thread
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Diversified Energy PLC: Orphaned Stock for Orphaned Assets
Unlock Premium to read this post →Plus! Non Mean-Reverting Trends; Japan's Shareholders Activism; Autarky; Cars Turn Into Software, Software Turns Into Payments; Cloud Flywheels
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Pinterest's Twin Challenges
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Worth It For the Right Owner
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NextEra Energy's Green Growth
Become a member to gain access →Plus! Specialized Cloud; Bailouts; Another Look at Inflation; Trucking Recession; Belt and Road Alternative; Diff Jobs