Permission for Social Mobility
Plus! Sanctions; Ads, Everywhere; Newsletters!; Value; VC Markdown Game Theory
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OTC Markets Group: Monopoly, Jr.
Unlock Premium to read this post →Plus! Meta Data; Pandemic Inequality; Early Exit; Carbon Inflation; No More FLoC
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Quantitative Easing as an Effect of Weirdness, not a Cause
Unlock Premium to read this post →Plus! Many More Ad Bugs; Apparel and Pandemic Shifts; Disinformation Campaigns: Variance, Not Picking Sides; Software is Eating Receipts; IPO Cleanup
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Positive Spillovers from the Pandemic
Become a member to gain access →Plus! Cash Leaks; Decarbonization Updates; The Instacart Model; GameStop; Telegram as a News Source; A 50/49/1 Split
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Stagnationism
Unlock Premium to read this post →Plus! Halfway; Activism, Shareholder and Otherwise; Employee Benefits and Marginal Costs; Fixing the Saudi Economic Barbell; Amazon, Niche Player
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The Big Succession
Unlock Premium to read this post →Plus! Active Management’s Legal Risks; One-Hit Wonder; Long-Lived Institutions; 15-Year Plan; TikTok and Entertainment Shopping