Trapped by the Wrong Inflation Stories
Plus! Amazon's Triumph of Investor Relations; The Scaling Problems Aren't Obvious; Money- and Time-Weighting; Coinbase Comp
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Solo Instinct to Dueling Narratives
Unlock Premium to read this post →Plus! Why Own Bonds?; China Inc; App Store Tax Cuts; Complex Supply Chains; Slow Oil Recovery
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What Happened in Texas
Read this article →Plus! Technology Prosthetics; Brutal Coopetition; From Quotation System to Market-Maker; GameStop Risk; The Bull Market in Conservation
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Can An Unstable Asset be a Store of Value?
Unlock Premium to read this post →Plus! State Fiscal Challenges: Not Universal; The Game Theory of a Tech Scene; Counter-Moderation; Venezuela (Gradually) Liberalizes; Ponzi Demographics; Work-to-Rule Protectionism
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Winner-Take-Some Platforms
Unlock Premium to read this post →Plus! Shorting startups; Google Commoditizes the Complement in Travel; The Apple Roadmap; Uber’s Financial Engineering; Microstrategy’s Financial Engineering; Equal Representation
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Climate Control and Financial Centers
Become a member to gain access →Plus! Gogol, Coase, and McKinsey; Theaters and Collective Action; How Bubbles Work; Inflation
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Doordash: Taking Logistics Literally and Seriously
Become a member to gain access →Plus! Asymmetric Trade; Trade deals; Electronifying Bonds; Tech = Toy + Catalyst
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What Is Investment Research For?
Become a member to gain access →Plus! China’s Too-Big-To-Fail Developer; Taiwan’s Challenging Economic Neutrality; Recycling vs Monopoly; The Unhedgeable Bound; Measuring the Housing Boom; Liquidation
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Microsoft and Costly Diversification
Unlock Premium to read this post →Plus! Bond Boom, Mismeasuring Fake News, Taiwan Hacks, Gym Speakeasies, All-You-Can-Fly, and more...
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Facebook and Superlinear Risk Scaling
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On Perpetuities
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Guidance: Too Little, Or Too Much?
Unlock Premium to read this post →Plus! Earnings, Economics of Litigation and Dueling, ECB Legalism, Value, and more...