How Much Internal Mobility is Too Much?
Plus! Demographic Arbitrage; The Funds Trying to Break the Bank of Bitcoin; Two Sides to the Market; The Monetization/Moderation Tradeoff; Japan and SaaS; Investment, Buybacks, and Refoundings
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Longreads +Open Thread
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NFTs and the Money/Status Exchange Rate
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The Stickiest Software
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The Theory Behind "The Stock's Not Acting Right"
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Vizio: Hardware to Software
Become a member to gain access →Plus! The Non-Institutional Landlord Boom; Oil Capital; Local Subsidies; Deglobalization; Wealth Taxes and Opacity Subsidies
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Longreads + Open Thread
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What Works in SaaS Pricing
Read this article →Plus! Reformatting Competition; Ending Oil Won't End Energy Politics; The Bullwhip Effect in Discounters; Russia's Gold; Negotiating Governance
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War and Modern Monetary Theory
Unlock Premium to read this post →Plus! Rentier Nation?; Owning Link-in-Bio; Corn Politics; Big Tech Sees Like a State; Regulated Utilities as Traders
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Rocket Internet and the Idea/Execution Tradeoff
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How to Make Another Reserve Currency
Become a member to gain access →Plus! Russia and Crypto; Winning and Losing the Global Oil Auction; Supply Constraints; EVs, AVs, and Financial Engineering; When The "E" in "ESG" Stands for "Energy"
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Longreads + Open Thread
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