Fin Du Tech: Trading Liquidity Risk for Model Risk
Plus! Moderation; Carbon; Dubai's Interplanetary Advantage; Amazon, Post-Jeff; The Chip Shortage Continues; China's Manufacturing Recovery Continues
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Hedge Funds as Liquidity Providers and the Great Degrossing
Unlock Premium to read this post →Plus! Subscriber Q&A; Return of the Tontine; Amazon and the Minimum Wage; Granularity and Price Discrimination; Decarbonizing; The Vaccine Distribution Supply Chain
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Bubbles and Easy Money: Quality, Not Quantity
Unlock Premium to read this post →Plus! Gamestop Loss; Gramscian Bitcoin; 2 & 20 Media; Funnel Capture; Airline Loyalty Programs as a DTC Brand; Palantir, From The Inside
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China's Recovery and its Consequences
Become a member to gain access →Plus! The Chip Shortage; Gamestop; Roll-Your-Own Right-To-Be-Forgotten; Rideshare Elasticity; The V/L Recovery in Travel
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The Gun Company Payoff Matrix
Unlock Premium to read this post →Plus! Sanctions, Continued; The More-Than-SolarWinds Hack; Defense Tech; Regulation and Scale; Explaining the Unprofitable Stock Rally; Reverse War Economy Continues
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Fracking in the Age of Oil Runoff
Unlock Premium to read this post →Plus! Patching the Vaccine System, Pigovian Pandemic Taxes, The Limits on Remote Work, Decentralizing Social Media, Sanctions
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The Technocrats' Recovery
Read this article →Plus! Big Tech Sees Like a State Update; Why Don't Car Subscriptions Work; Taylorism-as-a-Service; The Semiconductor Boom; R&D and the Genius Problem
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Plaid's Strategic Non-Merger
Unlock Premium to read this post →Plus! Technical CEOs; Tax Theater; Correlated Volatility; Seeing Like a State Updates
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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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SoFi’s Hedge
Become a member to gain access →Plus! Moderation; Huawei, Undaunted; The Extreme Persistence of City-Level Network Effects; The Vice Bailout; SolarWinds and Reputational Bounties; Cost/Benefit Analysis
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Homesteading Mental Models
Read this article →Plus! Robinhood, Momentum-Squared, Dollar-Weighted, Blocking Trump, Meta-Bundles, Commercial Ties
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Poshmark: The Low-Gini Nike
Unlock Premium to read this post →Plus! News Recap; News-About-News Recap; AI and White-Collar Jobs; Insiders, Outsiders, and Short-Selling; Yale Buys Low; More on Cybersecurity