Fin Du Tech: Trading Liquidity Risk for Model Risk
Plus! Moderation; Carbon; Dubai's Interplanetary Advantage; Amazon, Post-Jeff; The Chip Shortage Continues; China's Manufacturing Recovery Continues
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Roblox: Tweenage Mutant MMT-ers
Become a member to gain access →Plus! The Gini Coefficient Bull Case for SaaS; Big Banks as Common Carriers; Yuan Bonds; In-House Chips; Understanding Consulting
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How Fragile is China’s Financial System?
Unlock Premium to read this post →Plus! The Identity Business; Collectibles and Speculation; Social Networks' Systemic Risks; Dealing with Huawei; 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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Globalization: A Toy Story
Unlock Premium to read this post →Plus! The "Amazon Tax" Returns, Walmart Prime, Huawei, Risk, Zoom as Fintech, more...
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Lemonade's S-1: Solving the Market for Lemons
Read this article →Plus! Zoom, Drawdowns, Facebook, Reopening and Stay-Opening, Short Laws, Tech Astroturf, more...
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Software Mittelstand and Software Keiretsu
Become a member to gain access →Plus! Dropbox as the Everywhere Layer, Vaccines, Platforms as Legislators, Huawei, more...
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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...
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When Every Company Tries to be a Bank
Become a member to gain access →Plus! Singapore, College, Trade Finance, Alt-Data Fraud, Zoom, more...