Taiwan and Supply Chain Frenmity
Plus! Airline Green Zones; Short Sellers and the Supply Chain of Information; Housing and Pull-Forward Demand; Facebook and Visa Arbitrage
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Just One Thing or Every Single Thing?
Read this article →Plus! Media Disintermediation; Amazon’s Tactical PR, Con’t.; Roll Your Own Green Zone
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How Investing Got Institutional
Unlock Premium to read this post →Plus! Garden-Path E-Commerce; Micro-PE in Amazon Retail; The Post-Covid Setup; Singles Day
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Economic Policy for the Beginning of the End of the Pandemic
Unlock Premium to read this post →Plus! Amazon and the Middle Mile; Vaccine Updates; M&A Protectionism; Discretionary Quants; Uber’s Duration Extension; Apolitical Facebook
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Social Teflonization
Unlock Premium to read this post →Plus! Fiscally Conservative by way of Socially Liberal; End of an Arbitrage; Record-Setting Bug Bounty; App Politics; More...
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Hardware-as-a-Service
Read this article →Plus! The Muni Crisis, Worker Mobility, Supply Shocks
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Progyny: Fertility Inc.
Unlock Premium to read this post →Plus! “The Postmates Effect”; The Optimistic V/L Recovery; Tech Sees Like a State: Carbon; Back Doors' Back Doors; Privacy as a Property Right
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When and Why to Love Non-Voting Stock
Become a member to gain access →Plus! TikTok’s Key Money, Germany’s Other Export, Coordinated Authentic Behavior, More...
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China’s Recovery: Engagement First, Autarky Eventually
Unlock Premium to read this post →Plus! Zombies and Superstars; Foreign Policy Pivots; Ventilators and Game Theory; Pigs, Then Corn; The Budget; Theatrical Windows Minus Theaters
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Moonshots, Uncertainty, and Certainty
Become a member to gain access →Plus! Huawei Hedge, Covid tax Arb, Only Azar Can Go to Taiwan, Twitter/TikTok, more...
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The Contagious Effects of Financial Repression
Unlock Premium to read this post →Plus! TikTok, Pensions, Revenge, Supply Chains, Local Media, CARES Act 2
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Mexico’s Missing Crisis
Unlock Premium to read this post →Plus! The Hearings, Facebook's Intelligence Network, TikTok, The Laika Moment, more...