Solo Instinct to Dueling Narratives
Plus! Why Own Bonds?; China Inc; App Store Tax Cuts; Complex Supply Chains; Slow Oil Recovery
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The Bullwhip Effect
Read this article →Plus! State Capacity Liquidationism, Hong Kong, Infrastructure, Big Tech
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Why Are Toys Such a Bad Business?
Read this article →Plus! V-Shaped Recovery, Tech Sees Like a State in Indonesia, Clever Currency Games, more...
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The Depressing Bull Thesis for Rocket Mortgage
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Globalization: A Toy Story
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The Equity Risk Premium at 0% Interest
Unlock Premium to read this post →Plus! The China Rally, In Context; Delivery Apps; Airline Collateral; Oil Elasticity; Tech Nationalism, Tech Internationalism
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Hiring Based on Side Projects: Unfair, But Good For the World
Read this article →Plus! Narrative Arcs, Live Data, Bailouts, Hacks, Boycotts, Hong Kong, More...
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Index Funds, Monopolies, and Incentives
Become a member to gain access →Plus! Collusion, Pull-Forward, Hong Kong, Box Office, Hotels, Intangibles, Politics as Momentum
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The Bloomberg Terminal Shows How to Create Virtual Economic Cluster
Read this article →Plus! Big Tech M&A, European Vacations, Reverse Hong Kong, Microsoft-on-Microsoft Disruption, and more...