Homesteading Mental Models
Plus! Robinhood, Momentum-Squared, Dollar-Weighted, Blocking Trump, Meta-Bundles, Commercial Ties
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Why Duopolies?
Unlock Premium to read this post →Plus! The City Network Effect Unwind; Hardware-as-a-Service; Facebook Feedback; 1-to-N Moonshots; Election
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The Economics of Election Bets
Unlock Premium to read this post →Plus! Ant IPO Ain’t (For Now), The Cost of Automation,The NHS Bug, Spotify and the Rich/Famous Tradeoff, More...
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Inside the House Report on Big Tech and Competition: Part I
Unlock Premium to read this post →Plus! OPEC’s Game Theory; Reddit Returns to Tradition; LendingClub Gets Exclusive; Games Eat the Real World; “Full-Stack SPAC”; More...
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Does the US Electorate Prefer Deflation?
Unlock Premium to read this post →Plus! China and Investment-to-Consumption; Netflix’s Economics at a $1,600 GDP Per Capita; The Product/Ad Bundle; Russia Taxes Tycoons; More...
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Recursive R(t)
Unlock Premium to read this post →Plus! Clone Day; Amazon: Publisher or Store? More Advertising; Retail Risk; Reliance; More...
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When and Why to Love Non-Voting Stock
Become a member to gain access →Plus! TikTok’s Key Money, Germany’s Other Export, Coordinated Authentic Behavior, More...
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Banking When You Can’t Bank on Anything: Part 2
Read this article →Plus! Taiwan and Covid, Defense Tech, The Right Amount of Fraud, Prizes, Airshows, Reliance, Moderation
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Banking when you can’t Bank on Anything: Part 1
Read this article →Plus! France’s New Industrial Policy, China Exit Subsidies, China Chips, Basic Income With Right-Wing Populist Characteristics, Facebook’s Election Redistribution, Antitrust Timing
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The Hack: When Crime Pays Fractions of a Penny on the Dollar
Read this article →Plus! Jio, Bans, Slacktivism, Slackifying, Micro PE, Airbnb
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The 1.5th Wave: The Worst of Both Worlds
Become a member to gain access →Plus! 13Fs, WeWork, TikTok, Amazon, Sanctions, Infrastructure
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Games Workshop: In The Grim Dark Future, There Is Only High Incremental Operating Margin
Become a member to gain access →Plus! Winners, Losers, Liquidity-Seekers; Colleges; Time To Build; Pension Bailouts, (Almost) Every Tech Company Becomes a Bank, more...