Apple's Ads Business
Plus! Yield Curve Control for Oil; Multicloud; Product Improvements; Content Recycling; BNPL and Regulation
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Collecting Rents by Inventing Property
Unlock Premium to read this post →Plus! A Jog on the Bank; Growth and Leverage; Lead Times; Targeting Adults; DMing Dollars
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Demographic Shifts can Reverse a Financial Law (Everywhere Except Japan)
Unlock Premium to read this post →Plus! Discount Rates; Commerce; Commerce, Con't.; Splinternet Update; Mercantilist PE
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Autocomplete is the Express Route to Local Maxima
Unlock Premium to read this post →Plus! Internal Automation; Degrees; Central Banks; Softer Landing for the China Tech Crash; Lego and the Metaverse; Striking Against Scale
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Daloopa: Data-to-Information Accelerant
Read this article →Plus! Covid Zero vs Ο-Variant; Covid Hormesis; Life on Planet Baumol; The Right Amount of Fraud; Selective Disclosure
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Are Persistently Low Rates Caused By... Persistently Low Rates?
Unlock Premium to read this post →Plus! Mandates and Labor Shortages; Covid Compliance; Hedging; Green Bonds; The GE Three
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Ports and Trans-Pacific Flights are to Fiscal Policy as Swap Lines are to Monetary Policy
Unlock Premium to read this post →Plus! Facebook; Building the Fame Bundle; The Rollups Continue; The EV Buildout
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Modern Financial History Begins in 1998
Read this article →Plus! Two Turnarounds; Smart Glasses; Credit cards, Spending and Splurging; The Cyclical CEO Condition; Permanent Pricing
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Quantitative Easing as an Effect of Weirdness, not a Cause
Unlock Premium to read this post →Plus! Many More Ad Bugs; Apparel and Pandemic Shifts; Disinformation Campaigns: Variance, Not Picking Sides; Software is Eating Receipts; IPO Cleanup
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Central Banks Monetize Land
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The Man Whose Bank of England Broke
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New Communications System Developed STOP Market Structure Changes Imminent STOP
Unlock Premium to read this post →Plus! Inside the E-Commerce Ad Business; Evergrande and Real Estate; Inflation Hedges;Consumer Lending at Zero Interest; Fake Reviews