Longreads + Open Thread
Clearing, Careers, Charity, Tracing Crypto, Stripe, Spin
Clearing, Careers, Charity, Tracing Crypto, Stripe, Spin
Plus! Failing Fast; More Signs of Slower Inflation; Six-Figure Truckers; Free/Frictional Complements; Shadow Banking
Plus! Naturally Fragile Tokens; Trucking Demand and Aggregate Demand; Going Direct; Sputnik Moment
Plus! Content Recycling and Growth; The Web3 Arbitrage; Statistical ESG; Underwriting; The Summer of Revenge Travel
Plus! Demographic Arbitrage; The Funds Trying to Break the Bank of Bitcoin; Two Sides to the Market; The Monetization/Moderation Tradeoff; Japan and SaaS; Investment, Buybacks, and Refoundings
Edge, Insiders, Tooze, Data, Persistence, Japan, Trading, Generalizing
Plus! Demand Management; Influencers; Downsides to scaling; Look-through emissions; Lore; Diff Jobs
Plus! Duration; Watchbait; Lifetime Value; Activist Investing; Finance and Reputational Finance
Plus! Another Pandemic Policy Reversal; State-Driven [App] Development; Capital Structure Arbitrage; Russian MMT Update; Housing
Plus! The Non-Institutional Landlord Boom; Oil Capital; Local Subsidies; Deglobalization; Wealth Taxes and Opacity Subsidies
Books, Kantians, Boardroom Politics, Hedge Fund Maximalism, Chips, Brazil,
Plus! Rentier Nation?; Owning Link-in-Bio; Corn Politics; Big Tech Sees Like a State; Regulated Utilities as Traders