Longreads + Open Thread
Japan, General Purpose Tech, Platforms, Rates, Clean Energy, Yen, Commodities
Japan, General Purpose Tech, Platforms, Rates, Clean Energy, Yen, Commodities
Plus! Death Spirals; Ahead of Supply Chains; Catching Up; Value; Where Inflation Isn't
Plus! Make Me Zero-Emissions, But Not First...; Supply or Demand?; Globalizing Services; Market Timing; Full Integration
Plus! Centralized Liquidity; Tighter Integration; Folk Wisdom; New Old Normal; Copilot and Pricing
Plus! Mobility; More Housing, Just in Time; Wargamification; Worker Shortages; Taiwan; Diff Jobs
Chips, Cloud, Roads, Jobs, Luttwak, Banks, Feedback
Plus! Reshoring; Beating Cost Pressure; Counterbidding; Slowing Amazon; Containers and the Cycle
Plus! Russia's Economy; Counter-ESG Marketing; China's Degrees of Freedom; Reshoring; App Convergence
Plus! Still Growing; Drones;' Cheap Japan; Japan's Governance Problems in Microcosm; War and MMT Update
Plus! Cash as Cosmetics; Two Inflations; AI; Offline-to-Online; Starlink; Diff Jobs
Progress, Kishi, Permission, Allocation, Nuclear, YouTube, Disruption
Plus! De-SPAC; Transaction Costs; The Cost of Market-Making; Defaults; Drops