Ideological What and Why, Pragmatic When and How
Plus! Dealing With Expensive Crude; Logistics; Shorting Disclosure; Prices
Plus! Dealing With Expensive Crude; Logistics; Shorting Disclosure; Prices
SF Crime, Tolstoy, Defense Tech, Social Media, Diversification, Diller
Plus! Revolving Doors; Sanctions; Iterating; Bad Funds, Conflicts, and Bias; Diff Jobs
Plus: Ukraine; Early-Stage Money Flows; Cyclicality in Crypto; Sanctions and Fungibility; Continuous Evaluation
Plus! Capital Returns; Continuous Releases; Points and Ads; Omnichannel Real Estate; Work-From-Home and Duration
Plus! Continuous Release and Costs; Reflexivity in Crypto; Rentals; Peloton and Subscription; Buying Back
Spotify, Groceries, Podcasts, Minsky, Professionalization, Netflix
Plus! Buy-to-Sell?; Dematerializing Gaming; New Profits in Old Media; Insourcing; Diff Jobs
Plus! Ad Expansion; Centralizing Crypto; Monetizing Exhaust; The Changing World of Disinformation
Plus! Network Effects, Perceived and Real; Options and Futures; Cyber Insurance; More Crossover Funds; Closed on top of Open
Plus! The Paradox of Decentralization and NFTs; Pigouvian Benefits Update; Two Kinds of Growth; Accidental Shortages; LNGeopolitics, Continued
Automated Trading, Airdrops, Sequoia, Flexport, Starlink, Gaming