Are Persistently Low Rates Caused By... Persistently Low Rates?
Plus! Mandates and Labor Shortages; Covid Compliance; Hedging; Green Bonds; The GE Three
Plus! Mandates and Labor Shortages; Covid Compliance; Hedging; Green Bonds; The GE Three
Plus! Facebook and PR Strategy; Business Travel; Unbranding; Iron
Plus! Pantry Mode; Shock Absorbers; Unwinding; Excel Killers, Excel Complements; Shopify Moves Up the Funnel
Plus! Insourcing; Cheap Capital; Two-Sided Networks; On Commodities; Friction/Monetization Arbitrage
Plus! Fungible Energy Jobs; Robinhood's Other IPO News; Financial Engineering in Home Improvement; The Case for Steeply Progressive Ad Taxes; Like OPEC In a Good Way
Plus! Valuementum; Quants and Lumber; Cheap Hacks; Tax Adjustment
Plus! How Apple Reprices the Bundle; The Cost of Chip Independence; Nvidia, ARM, and Beijing; Ads and Time Arbitrage; Hydrocarbon Diplomacy; More...
Plus! Commoditization and Information Gaps; Apple’s Bundle; Google Meet and Vendor Shrinkage; Good Product vs Good Business; Onions and Precedents; more...
Plus! Factor Decay, Browsers, Cash Flow, TikTok, Public Data, China’s Chips, Tech Sees Like a State: Earthquakes
Plus! 1.5th Wave, Unemployment Cliff, TikTok, Transparency, more...