Index Funds and Democratic Centralism
Plus! Reverse War Economy Update; The Lab Story; Borrowing Growth Hacks; The Weak Wealth Effect; Waiting Out Trump
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American Exceptionalism
Unlock Premium to read this post →Plus! GameStop and the Sneakernet Rally; Margin; Open Facebook; AWS from the Inside; Security, an Update
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An Investor's Framework for Thinking About Cybersecurity
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Coinbase: When the Stock Competes With the Product
Become a member to gain access →Plus! The Individual Contributor Factor; Science and Aging; Revenge Businesses; Supply Chains and the Surface Area Problem; In-House Silicon; Temporary Regulatory Arbitrage
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What's Happening in Logistics
Read this article →Plus! Infohazards, How The Grinchbots Steal Inflation, The Hack Expands, AR and the Physical/Digital Switch, Antitrust and Real Interest Rates
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Beyond GAAP, Or Not
Unlock Premium to read this post →Plus! Institutional Bitcoin; Credit, Trust, and Card-Counting; What Democracy Looks Like; Valuable Discoveries; Shopify and Management by Metaphor; From Full-Stack to Software
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The IPO Market: Too Expensive for Sellers
Become a member to gain access →Plus! Surface Area; Austin; Vaccine Race; Avoiding Devops
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Understanding Flag Carriers
Unlock Premium to read this post →Plus! Subscriber Call; Early Doordash; Ads and Adverse Selection; The Facebook Suit; The Downside of a Negative Cash Cycle; Data Brokers and PR Surface Area
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What If SPACs are a Shift, Not a Bubble?
Unlock Premium to read this post →Plus! Subscriber Call; What Business is FireEye In?;Knocking Out the BigCo Option; Realignment; More Airline Green Zones; New York’s Amazon-Competitor-Tax; Social Trust; The Bet; Pensions
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E-Commerce, Advertising and Perfect Price Discrimination
Become a member to gain access →Plus! Regulatory Arbitrage in Housing; “The first year of the 21st century”; Big Tech Sees Like a State: Consumer Protection; Where is “China as Number One?”
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Climate Control and Financial Centers
Become a member to gain access →Plus! Gogol, Coase, and McKinsey; Theaters and Collective Action; How Bubbles Work; Inflation
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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