Qurate: How Fast Does the Ice Cube Melt?
Plus! Becoming Macro; AI and SEO; China's Chips; New, Used, and Subscription; Real Estate and Software
←
Back to all posts
-
Unlock Premium to read this post →
-
Canada as an Unusually Rich Emerging Market
Unlock Premium to read this post →Plus! Standardizing; Cars are Hard; Who Audits the Auditors?; Gas Stations; Energy Bailouts
-
Tech as a Keynesian Quasi-Boom Within a Keynesian Semi-Slump
Become a member to gain access →Plus! Celsius; The Uber Playbook; Price Discrimination and Amortization; Pricing Power; Sanctions; Diff Jobs
-
The Network Before the Internet
Read this article →Plus! Operational Issues; The Cloud; Rent and Inflation; The Glut; Credit and Macro; Diff Jobs
-
What the Biggest, Best Bank is Seeing
Unlock Premium to read this post →Plus! What is PE Buying?; End-to-End; Slower; Wheat; Snap
-
Are Persistently Low Rates Caused By... Persistently Low Rates?
Unlock Premium to read this post →Plus! Mandates and Labor Shortages; Covid Compliance; Hedging; Green Bonds; The GE Three
-
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
-
Globalized Talent and the Brand Grab
Read this article →Plus! Developing Vietnam; Liquidity, Discount Rates, and Theft; Shortages; Pigs and OPEC; Statistical Privacy
-
Finance is a Large Share of GDP, but "Finance" is not Necessarily Finance
Unlock Premium to read this post →Plus! More Mir; China and Gaming; Solo VC; A Natural Experiment for Indexing; The Clickbait Efficient Frontier
-
Katitas: Making a Market in an Asset With an Expiration Date
Unlock Premium to read this post →Plus! Pigouvian Vax Tax; Platform Arbitrage; The Curve;The School to School District Transition; Price Hikes
-
American Exceptionalism
Unlock Premium to read this post →Plus! GameStop and the Sneakernet Rally; Margin; Open Facebook; AWS from the Inside; Security, an Update
-
Economic Policy for the Beginning of the End of the Pandemic
Unlock Premium to read this post →Plus! Amazon and the Middle Mile; Vaccine Updates; M&A Protectionism; Discretionary Quants; Uber’s Duration Extension; Apolitical Facebook