Canada as an Unusually Rich Emerging Market
Plus! Standardizing; Cars are Hard; Who Audits the Auditors?; Gas Stations; Energy Bailouts
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Tech as a Keynesian Quasi-Boom Within a Keynesian Semi-Slump
Become a member to gain access →Plus! Celsius; The Uber Playbook; Price Discrimination and Amortization; Pricing Power; Sanctions; Diff Jobs
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What are Commodity Trading Firms For
Unlock Premium to read this post →Plus! Amazon and Warrants, Once Again; Translation and Moderation; Ditching Amazon Ads; Nationalization; Crypto Shadow Banking
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Diversified Energy PLC: Orphaned Stock for Orphaned Assets
Unlock Premium to read this post →Plus! Non Mean-Reverting Trends; Japan's Shareholders Activism; Autarky; Cars Turn Into Software, Software Turns Into Payments; Cloud Flywheels
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Pinterest's Twin Challenges
Unlock Premium to read this post →Plus! Are Data Centers a Monopoly or a Commodity?; Complements and Costs; Planned Trades and Information Asymmetry; Crypto Solvency; Commodities
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AWS for Industry, But Better: The Railroad Investment Case
Read this article →Plus! Smart Margin; Peak College?; Two-Sided Markets; Bonds; Diff Jobs
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What the Biggest, Best Bank is Seeing
Unlock Premium to read this post →Plus! What is PE Buying?; End-to-End; Slower; Wheat; Snap
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Rocket Internet and the Idea/Execution Tradeoff
Unlock Premium to read this post →Plus! Slowing Rollups; Commodities and Cash; In Other Liquidity News; Referees and Players; Strategic Industry
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Plaid: Data Layer to Payments Layer?
Read this article →Plus! The Next Conflicts; Decentralization as a Liability; Decentralization as an Asset; Reopening; Succession Problems; Diff Jobs
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The Pandemic's Second Derivative: Did Zoom Change the Elasticity of Oil?
Unlock Premium to read this post →Plus! Markets and Clearinghouses; Review Filtering; Creator Funds; Subscriptions as an Asset Class; "Pay to Quit"
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Facial Recognition as a Pareto Technology
Read this article →Plus! Diff Jobs; Aligned Incentives; Lord, Make My Country Low-Emissions—But Not Yet; Elasticity; Google/TikTok Coopetition; The Remittance Economy
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The "Kids These Days" Model of User Retention
Unlock Premium to read this post →Plus! Tax Traps and Heterogeneous Preferences; Software Eats Lines; Number Cruncher Indigestion; Edge; The Other Last Mile