Collecting Rents by Inventing Property
Plus! A Jog on the Bank; Growth and Leverage; Lead Times; Targeting Adults; DMing Dollars
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Central Banks Monetize Land
Unlock Premium to read this post →Plus! A Slower Return to Normal; Fast-Follower Industrial Policy; Capex; Unconstrained Venture; Ambient Data Collection
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Indirect-to-Consumer: The E-commerce Rollup Business
Become a member to gain access →Plus! M&A and the FTC; Effective Supply and Liquidity; Netflix Bites the Corporate Culture Bullet; Dirigisme with British Characteristics; Watson as a Demo
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Covid Baby Bust or Baby Boom?
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Media Refragmentation and Funnel Capture
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The Other Kind of Market Crash
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How the Pandemic is Fixing Some of the Real Estate Market’s Flaws
Read this article →Plus! Measuring the World’s Largest Economy; Showrooming and Retail; Google Continues to Disaggregate Pages; Canada Policy Goes Post-Covid; The Bus Factor; More...
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China Skepticism: Bipartisan and Multilateral
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The Depressing Bull Thesis for Rocket Mortgage
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