Globalized Talent and the Brand Grab
Plus! Developing Vietnam; Liquidity, Discount Rates, and Theft; Shortages; Pigs and OPEC; Statistical Privacy
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Margins and the Stealth-Tech Strategy
Unlock Premium to read this post →Plus! Auction Economics; No Supply Boom in Lumber (Yet?); Apple and China; Doing VC as a Complement to Getting VC
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The Old Economics & Geopolitics of the New Struggle Over Chips
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The 2x2 Inflation Debate
Read this article →Plus! Valuementum; Quants and Lumber; Cheap Hacks; Tax Adjustment