SenseTime: Building the China Tech Stack
Plus! Networks of Networks; Inefficiencies; More Privacy; Measurement Error; Textbook Piracy
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The Economics of Selling Short-Selling Ideas
Unlock Premium to read this post →Plus! Fraud and Measurement Error; When Sanctions Work; Distribution-Focused Media; In-Company Decentralization; Pension Reform, Gradually
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Stripe and Solid-State Economics
Read this article →Plus! Hulu's Regulatory Arbitrage; Post-Archegos; Patents; Emissions: a Global Problem
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Why A "Commodity Supercycle" is Unlikely
Unlock Premium to read this post →Plus! The Rise and Fall and Slight Rise of American Growth; Financial Engineering; Financial Engineering, Pt. 2; The Decline in Federal R&D is Closer to a Shift; Reflexive Palantir; Hotel Flipping
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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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Taiwan Semiconductor Manufacturing: A Successful Faith-Based Organization
Unlock Premium to read this post →Plus! Slack, Salesforce, and Aggregation; Germany Pays Up to Preserve Intra-Eurozone Transfers; RIP Giscard; Stripe Treasury and Legibility; GP, Inc.; Scale.ai
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How Investing Got Institutional
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On What Adds Up
Become a member to gain access →Plus! The Tip, Pork Panic, Facebook Politics, SPAC Competition, Subscriptions and Incentives
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What Is Investment Research For?
Become a member to gain access →Plus! China’s Too-Big-To-Fail Developer; Taiwan’s Challenging Economic Neutrality; Recycling vs Monopoly; The Unhedgeable Bound; Measuring the Housing Boom; Liquidation
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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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A Uranium Shortage, Someday
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The 1.5th Wave: The Worst of Both Worlds
Become a member to gain access →Plus! 13Fs, WeWork, TikTok, Amazon, Sanctions, Infrastructure