The 1.5th Wave: The Worst of Both Worlds
Plus! 13Fs, WeWork, TikTok, Amazon, Sanctions, Infrastructure
←
Back to all posts
-
Become a member to gain access →
-
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...
-
The Depressing Bull Thesis for Rocket Mortgage
Unlock Premium to read this post →Plus! China Equities, Twitter Subscription, Oil as a Currency, Decoupling, Recoupling
-
Globalization: A Toy Story
Unlock Premium to read this post →Plus! The "Amazon Tax" Returns, Walmart Prime, Huawei, Risk, Zoom as Fintech, more...
-
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
-
The UK as a Science Hub
Become a member to gain access →Plus! Virtual Wall, -as-a-Service, Japan, CMOs, Data, Noise, India, China
-
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...
-
Microsoft and the Triumph of Fixed Mindset
Unlock Premium to read this post →Plus! India and China, Capital as a Service, Broken Apps, Space Cloud, more...
-
Default Open, Default Closed
Unlock Premium to read this post →Plus! Covid and Airports, Covid and Loans, Movies, Real Estate, Bond Technicalities, LuluMirror
-
Disney: The World’s Leading Manufacturer of Nostalgia
Become a member to gain access →Plus! Mexico's Perception & Reality, China's Cold War & Hot Economy, Facebook's Political Challenges, More...
-
Software, Full-Stack, and Sumo Startups
Read this article →Plus! Google Paying Publishers, Quant Crowding, Compare and Contrast, Stimulus for the Dead, Social Credit, more...
-
It's Hard to Make Money Shorting Worthless Stocks
Unlock Premium to read this post →Plus! More fraud, Passwordless Apple, Codeless Amazon, Reach, Deep Links, More...