Are Persistently Low Rates Caused By... Persistently Low Rates?
Plus! Mandates and Labor Shortages; Covid Compliance; Hedging; Green Bonds; The GE Three
←
Back to all posts
-
Unlock Premium to read this post →
-
Buybacks and the Complexity Discount Premium
Become a member to gain access →Plus! Housing Liquidity; Housing Liquidity (pt. 2); YouTube Roll-Ups; Kroger; Convergence in Sports
-
Longreads + Open Thread
Become a member to gain access →Reading, Crypto Cities, Tobacco, Robots, Bubbles, Bernanke
-
The Promise and Paradox of Decentralization
Read this article →Plus! Valuation Arbitrage; Labor Liquidity; Pricing Power; Diff Jobs
-
iBuying is as Hard as it Looks
Unlock Premium to read this post →Plus! Tech Realignment; Faces; After High Take Rates; Broader Blacklists
-
NuBank: Cost Control and Banking the Underbanked
Unlock Premium to read this post →Plus! Stablecoins; First-Party Data; Supply Chains; Big Tech Sees Like a State: Healthcare Edition; Standards
-
Advertising and Strategic Consulting as the Asymptotes of Service Businesses
Become a member to gain access →Plus! Meta Antecedents; International Tech Nationalism; Chokepoints; Recruiting; Unrealized Alternatives
-
Longreads + Open Thread
Become a member to gain access →Supply Chain Agility, Tacit Knowledge, COBOL, Starship, Vulcans
-
What's a Ponzi Scheme? What Isn't?
Read this article →Plus! Meta; ROE and CAPM; Expensive Cheap Energy
-
Adding Endpoints, Chaining Standards: Trading Companies as a Model for the API Economy
Unlock Premium to read this post →Plus! Net-Zero-Emissions-As-A-Service; Patient Capital; Hiring is Hard; The Skewed Business Travel Recovery; Netflix SEO
-
Ports and Trans-Pacific Flights are to Fiscal Policy as Swap Lines are to Monetary Policy
Unlock Premium to read this post →Plus! Facebook; Building the Fame Bundle; The Rollups Continue; The EV Buildout
-
What Do You Do With a Variant View?
Become a member to gain access →Plus! Liquid Assets; Carbon and Gresham's Law; Fleets; Crypto and the Banks; Optimizing for Less Engagement