Newsletter Economics in 2022
Plus! Dogfooding the Metaverse; Distribution; Rebundling; Negative Yields; The Labor Shortage Continues
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Longreads + Open Thread
Become a member to gain access →EA, Nomura, Forecasting, Solo Founders, Odds, Talent, Walmart
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Irish Banks: After the Hangover, a Party?
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“If they couldn’t make much money in 2020-21..."
Unlock Premium to read this post →Plus! AI-Created Algorithms; Marginal Costs; Labor Shortages; Accidental Prop Trading; Inventory Management
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Is Recurring Revenue a Bet on Real Rates or Nominal Ones?
Unlock Premium to read this post →Plus! Persistence; Lighting Up Dark Kitchens; Bundles; Mismatches; Markets and Central Bank Signals
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The Counterintuitive Economics of Hiring
Become a member to gain access →Plus! Smartphones and Distributed Law Enforcement; Actors as IP; Microtransactions; Partnerships; Streaming; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Coase; Xi; Mr. Beast; AI; Monzo; Trader Joe
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Compartmentalizing Complexity
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Search Comes Back to Indexing
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Why Does the "Good Bank/Bad Bank" Model Work?
Unlock Premium to read this post →Plus! Clicks to Bricks in Gaming; Bricks to Clicks in Gaming; Offsets and Action; Lenders of Second Resort; Transaction Costs
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The Porsche IPO and Mass Luxury
Become a member to gain access →Plus! Growing Out of an Energy Deficit?; Subscription Travel; An ETF For Everything; He Is More Machine Now Than Man; Talent; Diff Jobs
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Longreads + Open Thread
Become a member to gain access →Russia, Japan, Documentaries, Financial Engineering, Pollen, Grocery