Nuclear Waste Cleanup is a Bookkeeping Business
Plus! Make Me Zero-Emissions, But Not First...; Supply or Demand?; Globalizing Services; Market Timing; Full Integration
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Danaher has a System
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What Investors Got from the Last Big Climate Boom
Unlock Premium to read this post →Plus! Twitter; BRICs in Retrospect; Global Defense; E-Commerce Platforms; Logistics and Pulling Forward Demand; GE and Core Competencies
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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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Learning from the Death of the Afternoon Paper
Unlock Premium to read this post →Plus! Navigating Bubbles; Monopoly and Monoculture; US/China Relations: Unchanged; How Vaccines Get Made; The Container Shortage
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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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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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Doordash: Taking Logistics Literally and Seriously
Become a member to gain access →Plus! Asymmetric Trade; Trade deals; Electronifying Bonds; Tech = Toy + Catalyst
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How Bubbles and Megaprojects Parallelize Innovation
Read this article →Plus! Vaccine Economics and Emerging Markets; Big Tech and the Missing Middle; The Personal, The Political, and Ant; Form, Function, and Ads; More...
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Every Investor is a Market Maker
Unlock Premium to read this post →Plus! TikTok/Reliance, Uber/Lyft Out, Payments -> Lending, Foxconn, Weak Dollar, AI Arms Dealers, more...
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Reserve Currencies as Giffen Goods and the Consumer of Last Resort
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